Kelly Carreno

Assistant Office Manager

Kelly came to Ellis Investment Partners, LLC as a member of the Valley Forge Consulting Group (VFCG) and the Spectrum Financial Group (SFG) founded by Evan Avgerinos and Don Avgerinos, respectively. For five years prior to joining EIP LLC in April of 2012, she provided vital administrative and operational support to both principals in the area of executive benefits including group health insurance, life insurance and annuity sales. In addition to her role within VFCG and SFG, she was recently appointed the Assistant Office Manager of EIP LLC in April of 2017 where she supports the oversight of both administrative and firm operational activities including phone systems, banking/bill payments, payroll and bookkeeping. When Kelly isn’t multi-tasking in her multiple roles at work, she is spending time with her son, actively involved in school activities and attending sporting events.

Kelly is an appointed Officer of the firm