8343 Church Street Gilroy, CA 95020 | 345 5th Street, Suite 3, Hollister, CA 95023
Gilroy: (408) 848-0874 Fax: (408) 848-0873 | Hollister (831) 634-1144
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associated with this site on FINRA’s BrokerCheck.
How Can a Financial Advisor Help Me with My Unique Situations?
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Plan for retirement
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What to do with your 401(k)
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Offer investment advice
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Organize your affairs
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Budget your income
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Prepare for the unexpected
Retirement Accounts
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IRAs and Roth IRAs
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401(k)
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Employer Sponsored Plans
Financial Planning
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Retirement Income
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College Savings
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Estate Planning
Life Insurance
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Life
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Long Term Care
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Annuities
Investing
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Mutual Funds
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Stocks
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Bonds
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Annuities & More
Overcoming Financial Obstacles
Everyone deserves professional advice, not just the rich!
Overcoming Retirement Shortfalls
Because retirement should be about enjoying life!
Overcoming Financial Anxiety
No one should lose sleep over
their finances!
Kristi Ellington
LPL Financial Consultant, CRPC®
It’s not just about the money, it’s about life and living!
Kristi brings with her a passion for helping people and a love of everything financial, and it is with great expectations that she greets each day, excited to discover new opportunities to help people. Kristi is fanatical about keeping up with the constantly evolving world of products and services; she strives to stay on the cutting edge so that she can provide the best advice available in the current environment.
Kristi has worked as a Financial Advisor since 1993. She opened her own firm in 2009 with much enthusiasm; appreciating the value of an independent broker-dealer, she contracted with LPL Financial to provide broker-dealer services and oversight.
Away from the office, Kristi enjoys spending time with friends and family, crafting around the house, and traveling to new adventures.
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Nick Thoeni
LPL Financial Consultant BFA™, FPQP™
Everyone is on a journey, and Nick has made it a personal mission to help ordinary, everyday people understand and invest their money so they can make the most of their hard earned dollars.
Following in his mom, Kristi’s, footsteps, it didn’t take him long to realize his passion for the business. Nick has a keen interest in economics, investment research and behavioral economics which all come into play as he helps people navigate their financial lives.
Nick has been helping clients at Ellington Financial since 2012.
Nick and his beautiful wife Maria have three children which keeps things interesting! He also enjoys a number of hobbies, including weight lifting, knife making and tabletop gaming.
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We are a family owned business servicing over 300 local individuals and families in
Gilroy, Hollister, Morgan Hill, and beyond
Contact Us
(Free Initial Consultation)
Two Locations to Serve You
Local and Remote Appointments Available
Gilroy, CA Location
8343 Church Street, Gilroy, CA 95020
Office Phone: (408) 848-0874
Hollister, CA Location
345 5th Street, Suite 3, Hollister, CA 95023
Office Phone: (831) 634-1144
Fax: (408) 848-0873
Feel Free to Call or Email Us!
(Free Initial Consultation)