Planning for Family Business Transition A Practical Guide to Financial Health and Family Wealth

David K. Ellis

Mr. Ellis has been in the trust and personal financial advisory business for over forty years. He has earned his MBA from Western Michigan University and his CTFA designation. Prior to starting Ellis Management Mr. Ellis started, developed, and separately made profitable two bank trust departments over a seventeen year period. Mr. Ellis started Ellis Management March 1, 1997 on the premise of offering a high level of personal financial service without any biases (which is why Ellis Management Services does not sell any products and does not receive any commissions) and protecting peoples' wealth.

Mr. Ellis became a Registered Investment Representative in 2009 through Ellis Capital Management (ECM), a Registered Investment Advisor. ECM uses Fidelity Investments' platform as its custodian and for wealth management and retirement plan services. Mr. Ellis merged his company with West Shore Bank and he is finishing his three year commitment.

Mr. Ellis currently is President of No More Sidelines, Founding member of the Big Red Leaders Foundation established May 2017, a member of the Lakeshore Estate Planning Council, the Muskegon Chamber of Commerce, and the Muskegon Downtown Now Development Committee. He has been a member of the West Michigan Estate Planning Council, the Grand Rapids Economic Club, the Association of Independent Trust Companies, Mercy Health Planned Giving and Majors Gifts Committees, the Muskegon YMCA and Muskegon Rotary. Mr. Ellis also has been active with the Muskegon Area American Red Cross and the Grand Rapids Lions.

Mr. Ellis has been active in his career with charitable giving by helping to establish the Foundation for St. Rose of Lima Church in Hastings, Michigan, the Hastings Educational Enrichment Foundation for Hastings Public Schools and No More Sidelines, a 501C(3) charitable organization to help people with mental and physical challenges to be a positive and productive part of society, and helped establish the Big Red Leaders Foundation to assist student athletes, who to no fault of their own have very challenging domestic lives, choose the path which will make them assets to society.

Recent accomplishments Mr. Ellis just completed his first book, Planning For Family Business Transition, and Mr. Ellis merged his company with West Shore Bank of Ludington, Michigan to continue to deliver client focused wealth management and trust services. Mr. Ellis' entire staff joined him at West Shore Bank.