Byron Ellis, CFP®, ChFC, CLU, CRPCMANAGING DIRECTOR
Byron Ellis is a well-known financial educator in The Woodlands. Over 2,000 retirees have attended his presentations focused on prudent investing and tax-reduction strategies. For 25 years, Byron has directly counseled over 500 investors on ways to preserve their assets and avoid costly mistakes. His weekly column on estate planning, retirement investing and other personal finance issues appears in The Courier and The Villager in Montgomery County. Byron has appeared on KHOU TV Channel 11, Fox 26 and KRIV TV to discuss timely financial topics. He is Founder of the Montgomery County Economic Panel, a group of prominent business leaders dedicated to helping others navigate today’s economic uncertainty, and hundreds of area residents attended his popular panel.
Byron is a CERTIFIED FINANCIAL PLANNER™ professional, which required him to take a two year course of study and pass six rigorous exams testing his comprehensive knowledge of personal financial issues. He enjoys taking highly complex subjects and making them easy to understand. Not only has he used his financial acumen and leadership to work with thousands of Houston retirees, but also the community as Chairman of the Board of the South Montgomery County Chamber of Commerce, Chairman of the Board for Leadership Montgomery County, Event Chair for First Night The Woodlands, Finance Committee Chair for the Montgomery County United Way Campaign, and more. He has been recognized by the Barron’s, Texas Monthly and the Houston Business Journal. Byron lives with his wife, Leslie, and daughter, Emily, in The Woodlands. His hobbies, when he’s not helping people transfer more wealth, include many fitness activities and photography. Ask to see some of his professional photography work.