Professional Overview

Meet Ellyn Moser, our Client Relationship Manager. She is the heart and soul of our team, known for her sense of humor and infectious smile. With genuine care for others, she is always welcoming and creating both an inviting and positive atmosphere.

Ellyn's skill set is as impressive as her personality. She brings to the table a relentless client experience, appreciation, communication skills and a passion for fundraising. Her enthusiasm is a driving force that ignites motivation in her colleagues and clients alike.

Ellyn supports day-to-day office operations and works closely with advisor Paul Bernier to assist clients with scheduling, service requests, account paperwork, withdrawals, and ongoing administrative needs. She is often the first point of contact for clients and plays a key role in ensuring a smooth, supportive, professional experience at every stage of the client relationship.

Ellyn holds her Securities Industry Essentials (SIE) designation and an Ohio Accident, Life & Health insurance license, allowing her to assist with Medicare Supplement–related support services. She is also a commissioned Notary Public, providing added convenience and support for client documentation.

Committed to continuous professional growth, Ellyn actively pursues education, training, and licensure to better support both clients and advisors. Her dedication to operational excellence and client service helps ensure that every interaction reflects the high standards of SixPoint Financial Partners.

Outside the Office

Outside of the office, Ellyn enjoys sewing and quilting, spending time with her husband, Rob, visiting their adult sons; Hunter and Wyatt, and relaxing with their 3 cats, Emmy, Chewy, and Cheeto, and Buddy, their Cavalier King Charles Spaniel.