Alex Ellis, CKA®
CEO, Founding Partner
Alex co-founded Values First Advisors in 2009. He leads the firm in its mission, vision, and cultural values alongside his business partner, Benji Nunn. As an investment advisor with the company, he helps his clients develop goals, make wise financial decisions, live a generous life, and leave a meaningful legacy.
Inspired by previous work with American Values Investments, Alex and his co-founders established Values First Advisors to provide clients with values-based investments and biblical stewardship principles. These have become an intrinsic part of Values First Advisors, and what the firm seeks to use to empower their clients.
Alex graduated from Lexington Baptist College in 1996 (now merged with Boyce College), where he had a concentration in biblical studies, was regularly on the Dean’s List or Honor Role, and served in student body leadership. He also obtained the Certified Kingdom Advisor® designation. He continually seeks to grow in wisdom and knowledge to better help his clients and serve their best interests.
He and his wife, Terri, have been married since 1997 and are blessed with two sons and one daughter. They live in Jacksonville, Florida and are active in their local church. Through the years, Alex has served in leadership with youth ministries, helped launch small group ministries, written discipleship literature, mentored others, been privileged to introduce hundreds of people to Christ, and traveled on domestic and international ministry trips.
Our 3 Step Plan
Serving with competency, genuine care, and a principle-centered approach