Andrew Ellis

Andrew Ellis

Tax Manager

Expertise

Tax planning, Cross Border tax planning

Education

Bachelor's degree in Computer Science from Western Michigan University

Certifications

Pursuing EA (Enrolled Agent) Certification

More About Andrew

Originally from Michigan, Andrew now resides primarily outside of the United States in warm weather locations. He has a well rounded background as a former US Marine, a small business owner and as an IT consultant. When not traveling or working on taxes, you can often find Andrew rooting for his home state Detroit Tigers, Pistons and Lions.

Although new to working directly in the financial services industry, He brings great curiosity and enthusiasm to helping clients manage their tax situations and produce the best outcomes for their specific situations. He is currently pursuing the EA (Enrolled Agent) designation and plans to pursue the CFP© (Certified Financial Planner) designation shortly thereafter.

Habla español a un nivel intermedio y puede comunicarse de manera efectiva en español escrito.