Kellie J. Bass

Director of Operations

Kellie began her employment with Daryl Ellis in the fall of 2006. As the Director of Operations, Kellie’s job is to ensure the business is running smoothly and that we are providing our clients with a level of service that surpasses their expectations. Kellie is responsible for coordinating functions within the financial planning team from your initial meeting, implementation of your plan, and coordination of your reviews. She holds her Life, Health, & Accident License and Series 6, 63 and 65 registrations. Kellie is also a Notary Public in Louisiana.

Kellie and her son Anthony live in Baton Rouge.