Ellen Roberts

Director of Marketing and Client Experience

As far back as I can remember, saving money has always been important to me. My father was on the board of the federal credit union in Washington, DC and taught me the importance of being a member and saving my money. When I was a teenager, my first part-time job was in a fine men’s clothing store, and each time I got paid, I endorsed my paycheck and gave it to my father to deposit in my credit union share account. It was fun to watch the balance grow. In my mind it was a big deal for me to make a withdrawal, and so I remember those few times that I did.

I earned a Bachelor’s Degree in Nursing from Old Dominion University in Norfolk, Virginia. After graduation I moved back to Washington, DC and worked as a surgical nurse for several years. Through volunteering with local charities, it became evident that I had a talent for fundraising and marketing which eventually led to paid positions for several non-profit organizations.

In the winter of 2012, I was searching for a new financial planner to manage my nest egg and was reading books about retirement to become more educated. A friend gave me a copy of Chuck’s book, Holy Cow, You’re Retiring!, which I read in one day. It was a complicated topic but written in a way that I understood, and the information I gained framed my knowledge of retirement. I was thrilled to see that Chuck’s office was in Charlotte where I also lived.  After meeting with him, getting all my questions answered, and then finding out that Angie had been with him since 1998, I became a client.

In October 2013, I joined Chuck’s and Angie’s team as Director of Marketing and Client Experience, and I’m honored to be part of such a successful firm.

I live in Ballantyne with my wonderful husband, David, who as worked in the textile industry since 1978. Together we have a blended family of four beautiful daughters, Danielle, Olivia, Lauren and Natalie who are all college graduates and are busy pursuing their chosen paths.

Contact Ellen at ellen@iretirementsolutions.com

Kimberly Dunn

Financial Reporting Coordinator

At the age of seven I opened my first savings passport with my mother at the local bank. She taught me that each time I received money for Christmas or a Birthday, to deposit the money into the bank for a rainy day. I now teach my daughter the importance of saving.

I earned my Bachelor of Arts degree in Geography from the University of Delaware. Instead of studying maps, I learned about the field of Financial Services. I have worked with major corporations such as Merrill Lynch, First Union (presently Wells Fargo) and 7-Eleven Corporation.  I have gained valuable experience on investing and how the overall marketplace functions. We are all tied to the economy each time we buy gas, purchase groceries or services. I am happy to be joining the successful team at Inglefield Retirement Solutions in continuing Excellence in Client Service.

I have lived in Weddington, NC for over ten years. I love to garden, gem mine, walk and spend time with my daughter.

Contact Kimberly at kim@iRetirementSolutions.com