Ellie Tenge, FPQP

Administrative Associate

Ellie is a key facet of our team here at InVestra, where she strives to provide specialized administrative and operational support to our Wealth Managers. Some of her primary responsibilities include handling account operations, preparing new account and service paperwork, resolving issues with statements and transactions, and coordinating with regulatory entities to ensure that all necessary documentation is submitted properly and punctually. She also maintains Financial Paraplanner Qualified Professional (FPQP) credentials, which will allow her to assist in preparing and administering Financial Plans for our clients.

With her analytical yet creative approach to problem-solving, sharp technical skills, and strong attention to detail, Ellie is a pivotal asset to our success as a team. She finds her experience in the realms of both the finance and public relations industry to be a valuable foundation for success in the position.

Ellie attended East Tennessee State University where she studied a triage of Public Relations, Sociology and Advertising. She is a proud mother to her daughter, Eva. When she’s not working, Ellie leads many local volunteer organizations in her area to save hundreds of neglected, sick, and injured animals.

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Contact Us to find out more about our Financial Management services.

Subscribe to our Complimentary Financial Newsletter.

Click to find out more on our financial planningasset managementestatetax and retirement planning. Also view our insurance and risk management services as well as our business services.

Ready to get started?

Click here to begin to build a plan for prosperity, or call 1-855-880-7878.

Ellie Tenge, FPQP

Administrative Associate

Ellie Tenge, FPQP

Administrative Associate

Ellie Tenge, FPQP

Administrative Associate

Ellie is a key facet of our team here at InVestra, where she strives to provide specialized administrative and operational support to our Wealth Managers. Some of her primary responsibilities include handling account operations, preparing new account and service paperwork, resolving issues with statements and transactions, and coordinating with regulatory entities to ensure that all necessary documentation is submitted properly and on time. She also maintains Financial Paraplanner Qualified Professional (FPQP) credentials, which allows her to assist in preparing and administering Financial Plans for our clients.

With her analytical yet creative approach to problem-solving, sharp technical skills, and strong attention to detail, Ellie is a pivotal asset to our success as a team. She finds her experience in the realms of both the finance and public relations industry to be a valuable foundation of success in the position.

Ellie attended East Tennessee State University where she studied a triage of Public Relations, Sociology, and Advertising. She is a proud mother to her daughter, Eva. When she’s not working, Ellie leads many local volunteer organizations in her area to save hundreds of neglected, sick, and injured animals.

 

_______________________________________________________________________________________________________________________

Contact Us to find out more about our Financial Management services.

Subscribe to our Complimentary Financial Newsletter.

Click to find out more on our financial planningasset managementestatetax and retirement planning. Also view our insurance and risk management services as well as our business services.

Ready to get started?

Click here to begin to build a plan for prosperity, or call 1-855-880-7878.