Chris Ameen serves as a Vice President of Ellsworth Advisors. He primarily works with business owners, trustees and other fiduciaries servicing corporate retirement plans. He takes a lead role in onboarding new retirement plan participants and providing employee education. In addition to his consulting on corporate retirement plans, Chris provides wealth management and financial planning to individuals and families. Chris is also active in business development.

Prior to joining Ellsworth Advisors, Chris was a financial advisor at AXA Advisors, now Equitable, the world’s second-largest financial services firm by revenue. While at AXA, Chris worked with teachers, police and firefighters analyzing their pensions and retirement benefits, while also taking a holistic approach to their individual retirement needs.

Chris is a graduate of Baldwin Wallace University, earning a bachelor’s degree in Psychology. During his time at Baldwin Wallace, Chris was a four-year letterman on the men’s basketball team and twice earned all-conference academic honors. He also earned a master’s degree in Special Education from North Dakota State University. Prior to joining the financial services industry, Chris served as a teaching assistant where he specialized in helping children and young adults with moderate to intensive Autism Spectrum Disorder acclimate to their surroundings.

Chris is on the board of the Cooper Foundation, serving as the Director of Foundation Relations.  The Cooper Foundation assists children and young adults with disabilities receive the proper funding for therapy and adaptive devices/equipment to help them reach their full potential.  Chris lives in Medina, Ohio with his wife Emily and two children, CJ and Charlotte. In his free time, he enjoys playing golf and basketball, watching Cleveland Browns Football as well as spending time with family and friends.

John Dugan joined Ellsworth Advisors in 2019 and serves as a Vice President. With more than a decade of experience across fixed income markets in various roles, his primary focus is on portfolio management, with an emphasis on Ellsworth’s fixed income portfolios. In this capacity, John operates on the firm’s trading desk, where he manages both fixed income and equity portfolios, including research, trading and portfolio construction. His experience within fixed income markets is not limited to but includes Treasuries, municipals, corporates, agencies and mortgages. John joined Ellsworth to bring the firm’s fixed income trading in house while streamlining and institutionalizing the fixed income desk as well as assisting on equity execution and portfolio management across client accounts. He also assists clients with financial planning and wealth management.

John is a graduate of the University of Alabama, where he earned a bachelor’s degree in Finance, with a concentration in Accountancy. He began his career with SAMCO Capital on the sales and trading desk in Dallas, Texas. Founded in 1987, SAMCO Capital is a privately held, employee-owned broker/dealer specializing in public finance, fixed income sales & trading and investment banking. John spent five years at SAMCO as a Fixed Income Institutional Salesman developing business and providing fixed income services to banks, wealth managers, insurance companies and individuals.

John was an active volunteer with Big Brothers Big Sisters of America as well as CHOICE Mentors Program in Dallas, Texas. More recently, he joined Akron Children’s Hospital Hope Ambassador program, the Breakfast Optimist Club of Kalamazoo and is an active participant with Santa PICsU. Together with close friends from his home state of Alabama, he recently launched a non-profit organization, The Dreaming Tree, that hosts an annual event on Lake Martin for the benefit of those in need of mental health, addiction and recovery solutions. He enjoys watching sports and any outdoor activities involving water, mountains or a golf course.

Kelly Orris is an Associate Advisor with Ellsworth Advisors. She is primarily responsible for providing wealth management and comprehensive financial planning services to both existing and prospective clients. Kelly also takes an active role in business development and provides support to the firm’s retirement plan consulting practice.

Prior to joining Ellsworth Advisors, Kelly served as a Research Analyst for a small private wealth company in Cleveland, Ohio. In that capacity, she conducted extensive research on US and emerging market companies and served as a liaison between the Vietnam and home office. She also owned a Gymboree Play and Music franchise for several years where she wore many hats as the owner.

Kelly is a graduate of Kent State University. She grew up in Rocky River, Ohio and currently lives in Westlake, Ohio. In her spare time, Kelly enjoys spending time with her family and friends, yoga and traveling. She is a passionate supporter of the Make-A-Wish Foundation.

Colleen Shafer serves as Senior Executive Assistant of Ellsworth Advisors. In this capacity, she is a prominent face of the firm and primary client interface. Her responsibilities include managing communications between clients and the investment team, onboarding new clients, processing account changes and overseeing asset transfers and wires.

Colleen is a passionate advocate for many local animal rescue centers, where she has rescued and found forever homes for over 40 animals over the past 10 years. She is a graduate of Kent State University. When Colleen is not spending time with her family, you can find her at the movies or with a good book. Colleen currently resides in Green, Ohio with her two rescue animals.