Ellen Polcari

Executive Assistant
ellen@retirementrefined.com

Ellen is the first person you see upon entering our office. Ellen always greets you with a warm smile and is poised to assist you in anyway necessary.

Ellen has 15 years of experience working as an Executive and Personal Assistant, supporting CEO’s and principals. She has a track record of strong performance in high-volume environments and skillfully manages any and all administrative duties. Prior to joining Retirement Refined, Ellen was the Executive Assistant for a Venture Capital firm and the head of the investor relations department. As Executive Assistant and Office Manager, Ellen ensures the smooth operation of day to day duties, with her thorough attention to detail and unparalleled organizational skills. She is efficient in handling all client inquiries and correspondence, equipment maintenance, database management, and the processing of all investment related transactions.

Ellen also provides support to Paul with his workshops and seminars. She is responsible for securing location and dates, designing marketing materials, and scheduling consultations with interested attendees thereafter. Clients and Advisors of Retirement Refined are very fortunate to have such a talented Office Manager and Assistant!

Ellen is originally from northern New Jersey, but lived in Scottsdale, Arizona for the last 23 years. She a huge college football fan (primarily the Arizona State Sun Devils and the Notre Dame Fighting Irish), and loves a good country music concert. In her spare time, Ellen enjoys being outside as much as possible, and is an avid hiker. Ellen’s greatest achievement is her young daughter, Amelia.

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