Financial Services Coordinator & Director of Client Reviews

K.C. Ellen

KC Ellen was born in Simi Valley, CA. and was raised in Moorpark, Ca with a strong interest in sports. He played basketball, baseball and football since he graduated at Moorpark High. He really did two things growing up, traveling with his Dad as his coach and also growing up in the office and helping out when needed.  

After attending Moorpark College he joined Keith and Tom and the team full time in 2008. KC is in charge of all clients meetings and getting Keith and Tom fully prepared for client reviews.  He also assists the advisors with building financial plans, which is absolutely key to this business.  He is currently studying for his series 6 and 63 license.  

On his free time he enjoys going to the gym, playing basketball hikes, and is passionate about animals.

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