Brian Ellis

Financial Planner

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Experience & Expertise

Brian’s area of expertise is in financial planning. He is a graduate of the University of South Carolina Darla Moore School of Business with a major in finance and international business. Brian is actually returning to Greenspring, having interned with us in 2022 as a Finance Intern. Brian will now focus on helping retirement plan participants through holistic financial planning.

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Favorite Thing About Working With Clients

“Being able to assist others through complex problems while learning from fresh perspectives every day.”

My Philosophy On Client Service

“Strive for more than just satisfying your clients. Go above and beyond during each and every interaction.”

B.S. in Finance and International Business
Series 66
Series 7
Phoenix, MD
The University of South Carolina
Meals on Wheels
Bridges Baltimore
Spending time with friends and family 
Golfing
Running
Love Your Neighbor
What I Love About Greenspring

"The sense of community. Being able to work with people who are constantly trying to better themselves and the services they provide."

Recent Insights

Navigating 2026 with Confidence: Q1 2026 Newsletter for Plan Sponsors

With the year underway, communicate efficiently with insights for the year ahead. This quarter’s plan sponsor newsletter highlights key 2026 updates and practical planning reminders to help you stay organized and informed.

Understanding the 2026 Roth Catch-Up Rule for High Earners

Learn how the 2026 Roth catch-up rule affects higher-earning employees and what plan sponsors need to know to prepare payroll, systems, and plan processes.

Retiring and Hiring: Generational Shifts and Your Workplace 401(k) Plan

Discover how generational shifts, from Boomers to Gen Z, impact 401(k) strategy. Learn plan design ideas to support every stage of the workforce.