Ellery Barney’s passion for financial well-being started early when her mother took her to open her first bank account. Learning to balance a checkbook and set savings goals sparked a lifelong appreciation for smart financial decisions. From earning extra money through chores as a kid to her first job stocking shelves at the local market, Ellery quickly learned the value of hard work and financial independence. 

She began her career in financial services as an Advisor Consultant for Franklin Templeton Investments in the Bay Area, specializing in market analysis and product construction. With strong mentorship, she sharpened her investment expertise, but her true passion lay in working directly with individuals and families. That drive led her back to Southern Oregon to build her career as a financial advisor, where she takes pride in guiding clients toward financial confidence and security. 

Outside the office, Ellery embraces the Pacific Northwest lifestyle. She’s an avid runner, often hitting the trails up to John’s Peak before rewarding herself with a tasty pastry. She also enjoys bow hunting elk and spending time outdoors with her husband, Erick, and their two children. Whether it’s summers at Fish Lake or winters on Mt. Ashland, she loves making memories with her family and soaking in Southern Oregon’s natural beauty. 

As a woman in a traditionally male-dominated industry, Ellery values resilience and integrity—principles she carries into both her work and personal life. She believes in doing right by people, standing up for others, and fostering strong, lasting relationships with her clients. 

Ellery’s commitment to integrity and personal connection makes her a trusted guide on the path to financial security. If you’re ready to build a confident financial future with a dedicated advisor by your side, connect with Ellery today.