EWM INSIGHTS

Join Paul Bertrand Ellis, CIMA® , President and Managing Director of Ellis Wealth Management LLC, as he teams up with James A. Bergeron, J.D., of Nuveen Investments for an Advanced Planning Series. Together they explain financial literacy and family wealth education, providing insights and practical steps to help you navigate complex financial areas and support your family's values. Discover and l...

EWM INSIGHTS with special Special Guest Peter Boardman, Portfolio Manager and Equity Analyst - Nuveen International Value Fund  Welcome to EWM INSIGHTS where we celebrate on HUMAN CAPITAL! In this special episode of EWM Insights, we visit again with Peter Boardman, Portfolio Manager and Equity Analyst with Nuveen. We again pull back the curtain and let the public listen in on a private d...

Welcome to EWM INSIGHTS where we celebrate on HUMAN CAPITAL ! In this edition of the podcast we sit down with the incredibly talented pianist, Karolina Tomaszewska.  Born in Poland and currently studying in Paris, Karolina has won numerous international piano competitions and has performed at prestigious venues like Carnegie Hall.  Karolina recalls being captivated by a Chopin concert at...

Welcome to EWM INSIGHTS where we celebrate on HUMAN CAPITAL! In this episode of INSIGHTs we welcomes JD Smith , the creative mind behind J. Donovan Smith Creative. This episode is a treasure for anyone interested in the intersection of creativity, business, and community service. JD Smith's journey into the world of creative marketing services began quite unexpectedly. Initially enrolled in busine...

Welcome to EWM INSIGHTS where we celebrate on HUMAN CAPITAL! In this special edition podcast we discuss one of the greatest investments a man can make - The Investment of Fatherhood. Originally posted in The Lynnwood Times in June of 2021. We trust this episode will inspire you this father's day weekend and highlight the amazing, and eternal, results of your commitment to your greatest treasure -...

Welcome to EWM INSIGHTS where we celebrate on HUMAN CAPITAL! Join us for a heartfelt conversation with Jim Tinsley, a  local, seasoned, expert real estate agent - and a real life community hero in Snohomish County, who also serves as the president of the Mukilteo Chamber of Commerce Board of Directors, and is a passionate community advocate.  Jim shares his insight - offering a cand...

Welcome to EWM INSIGHTS where we celebrate on HUMAN CAPITAL! In this episode we share a personal message for Mother's Day! We hope it encourages mother's everywhere, and those attempting to fill the role, with the understanding that no one can take your place, and your love is a powerful force - both now, and for generations to come. Feel free to share this episode with those in your circle who ar...

Welcome to EWM INSIGHTS where we celebrate on HUMAN CAPITAL! We hope our conversations will help you acquire more knowledge, become even more curious about the gifts that are in and all around us, while supporting you to reach new heights as we grow together. You can subscribe and listen to EWM INSIGHTS on Spotify, Apple Podcasts, Amazon Music, or the Ellis Wealth Management Homepage: https://elli...

Welcome to EWM INSIGHTS where we celebrate on HUMAN CAPITAL! In this episode we speak with Kevin Plumacher , Owner of LeBlanc Floors and Interiors in beautiful Mukilteo, Washington! Kevin's love for craftsmanship, history and artistry has guided him through his career and community involvement. Kevin brings over 24 years of his wealth of knowledge and passion for carpentry and design to Mukilteo a...

EWM INSIGHTS HOLIDAY CHRISTMAS MESSAGE 2023 In this podcast Monica Rodgers and Michael Gilbraith, Service Team Leads for Ellis Wealth Management join Paul to share their thoughts, and a Special Holiday Christmas Message! Wherever you are this season, we wish you and yours a very Merry Christmas, and a New Year filled with blessings! Thank you for the opportunity to serve and share with you th...

⚜️❤️ The Family Wealth Series !!  IT IS WITH GREAT PLEASURE THAT WE CONTINUE: THE FAMILY WEALTH PODCAST SERIES. With with Special Guests James A. Bergeron, J.D. and Brian Bere. It’s been said: “It’s Not How Much You Make, It’s How Much You Keep” Join me and my colleagues, James A. Bergeron, J.D. and Brian Bere at Nuveen Investments, for a podcast series that focuses sharing important Fam...

Welcome to EWM INSIGHTS where we celebrate on HUMAN CAPITAL! EWM INSIGHTS - Family Wealth Series with special Special Guests James Bergeron, J.D., and Brian Beré I am pleased to announce that my friends at Nuveen Investments are joining us for a series sharing very important Financial and Wealth Management information that is sure to help your family become stronger and more independent.&nbsp...

Welcome to EWM INSIGHTS where we celebrate on HUMAN CAPITAL! In this edition podcast we sit down with Cy Aleman. EWM INSIGHTS with special Special Guest Cy Aleman, CFP® In this episode of Insights CY Aleman is our guest. We discuss Cy's unique journey from being Second Team Pac-10 All Academic WR for the Oregon Ducks to eventually being part of the electrifying team that ranked the #2 te...

⚜️❤️ The Family Wealth Series !!  IT IS WITH GREAT PLEASURE THAT WE CONTINUE: THE FAMILY WEALTH PODCAST SERIES. With with Special Guests James A. Bergeron, J.D. and Brian Beré. It’s been said: “It’s Not How Much You Make, It’s How Much You Keep” Join me and my colleagues, James A. Bergeron, J.D. and Brian Bere at Nuveen Investments, for a podcast series that focuses sharing important Fam...

EWM INSIGHTS with special Special Guest Peter Boardman, Portfolio Manager and Equity Analyst - Nuveen International Value Fund  Welcome to EWM INSIGHTS where we celebrate on HUMAN CAPITAL! In this special episode of EWM Insights, Portfolio Manager and Equity Analyst, Peter Boardman is our guest. We pull back the curtain and let the public listen in on a private discussion normally exclus...

⚜️❤️ The Family Wealth Series !!  IT IS WITH GREAT PLEASURE THAT WE CONTINUE: THE FAMILY WEALTH PODCAST SERIES. With with Special Guests James A. Bergeron, J.D. and Brian Bere. It’s been said: “It’s Not How Much You Make, It’s How Much You Keep” Join me and my colleagues, James A. Bergeron, J.D. and Brian Bere at Nuveen Investments, for a podcast series that focuses sharing important Fam...

STAY TUNED for the next episode of The Family Wealth Series !! IT IS WITH GREAT PLEASURE THAT WE CONTINUE: THE FAMILY WEALTH PODCAST SERIES. With with Special Guests James A. Bergeron, J.D. and Brian Bere. It’s been said: “It’s Not How Much You Make, It’s How Much You Keep” Join me and my colleagues, James A. Bergeron, J.D. and Brian Bere at Nuveen Investments, for a podcast series that...

⚜️❤️ The Family Wealth Series !!  IT IS WITH GREAT PLEASURE THAT WE CONTINUE: THE FAMILY WEALTH PODCAST SERIES. With with Special Guests James A. Bergeron, J.D. and Brian Bere. It’s been said: “It’s Not How Much You Make, It’s How Much You Keep” Join me and my colleagues, James A. Bergeron, J.D. and Brian Bere at Nuveen Investments, for a podcast series that focuses sharing important Fam...

STAY TUNED for the next episode of The Family Wealth Series !! IT IS WITH GREAT PLEASURE THAT WE CONTINUE: THE FAMILY WEALTH PODCAST SERIES. With with Special Guests James A. Bergeron, J.D. and Brian Bere. It’s been said: “It’s Not How Much You Make, It’s How Much You Keep” Join me and my colleagues, James A. Bergeron, J.D. and Brian Bere at Nuveen Investments, for a podcast series that...

Welcome to EWM INSIGHTS where we celebrate on HUMAN CAPITAL! EWM INSIGHTS - Family Wealth Series with special Special Guests James Bergeron, J.D., and Brian Beré Announcing The Family Wealth Series! With with Special Guests James A. Bergeron, J.D. and Brian Beré It has been said, “It’s Not How Much You Make, It’s How Much You Keep” Join me and my colleagues James A. Bergeron, J.D. and Brian Beré f...

Announcing The Family Wealth Series!! IT IS WITH GREAT PLEASURE THAT I AM INTRODUCING: THE FAMILY WEALTH PODCAST SERIES. MONTHLY STARTING MID JULY !!! With with Special Guests James A. Bergeron, J.D. and Brian Bere. It’s been said: “It’s Not How Much You Make, It’s How Much You Keep” Join me and my colleagues, James A. Bergeron, J.D. and Brian Bere at Nuveen Investments, for a podcast series that...

Welcome to EWM INSIGHTS where we celebrate on HUMAN CAPITAL! In this episode by special request we replay a podcast dedicated to Fathers. We trust this episode will inspire you this father's day weekend and highlight the amazing, and eternal, results of your commitment to your greatest treasure - Family! Feel free to share this episode with those in your circle who are on a similar path of learnin...

Welcome to EWM INSIGHTS where we celebrate on HUMAN CAPITAL! In this episode we share a personal message for Mother's Day! We hope it encourages mother's everywhere, and those attempting to fill the role, with the understanding that no one can take your place, and your love is a powerful force - both now, and for generations to come. Feel free to share this episode with those in your circle who ar...

EWM INSIGHTS with special Special Guest Robb Stottlemyer, Director of Life Brokerage Sales Welcome to EWM INSIGHTS where we celebrate on HUMAN CAPITAL! In this episode of Insights Robb Stottlemyer is our guest. We discuss the importance of reviewing life insurance, question if life insurance still relevant, why life insurance matters, and the many ways it can be used to help achieve both life...

Welcome to EWM INSIGHTS where we celebrate on HUMAN CAPITAL !   In this episode we speak with Adrian Ramirez , Chief Chef and Owner of Red Cork Bistro and Tequeria Puebla restaurants in beautiful Mukilteo, Washington! Adrian Ramirez moved to Mukilteo at age 10 and has been in the restaurant business since the age of 17. His first taste of the culinary world was in May 1999 as a dishwashe...