Ella Graff

Ella has worked in the accounting field for more than 30 years before joining our firm in October of 2018. During Ella’s 30-plus years in the accounting field, she specialized in corporate reporting and insurance compliance. She joins our firm with eight years of experience working in the insurance industry.

In addition to her accounting work, Ella assists our business retirement plan strategies compliance and work with our team to grow that space. She oversees many custom reports that are an important part of tracking information for the wealth strategies we provide for our clients. She is also responsible for auditing and compliance for our outside financial professionals.