• Executive Assistant
  • 856-354-3200 x205
  • ellen@retirementrefined.com

Ellen is the first person you see upon entering our office. Ellen always greets you with a warm smile, and is an essential form of support to ensure each client receives the high-level service they deserve.

With 15+ years of industry experience, Ellen is well-versed in addressing client inquiries and managing all office administrative duties, to ensure every aspect of the office runs seamlessly and without a glitch. She demonstrates a high level of organization, making her the perfect expert to navigate investment-related transactions and manage office databases. Ellen’s professional insight and support is also invaluable to Paul Levin’s workshops, seminars, and webinars. She secures workshop locations and dates, while creating marketing content and scheduling good-fit/discovery meetings with prospective clients.

Ellen first developed a passion for serving others at her time working for a private jet charter company in Scottsdale, AZ. Here, she was responsible for scheduling and arranging private jet transportation for clients, while anticipating client needs both before and after their trip. It was her mission to create memorable and unique flight experiences for all clients.

When she is away from the office, Ellen enjoys a quick ride/workout on her Peloton! She is happy to share her leaderboard name to connect with anyone else in the Pelo-community! Don’t hesitate to ask 🙂 After living in Scottsdale for 20+ years and attending Arizona State University, she is a die-hard Sun Devil football fan (Go Devils!). Ellen’s greatest achievement is her 4 year old daughter, Millie.