ellio Wealth Advisors

Our team provides financial experience focused on you and your goals. Together, we offer a breadth of knowledge, specialized advice and ongoing dedication to exceptional service.


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Team photo for ellio Wealth Advisors
Team photo for ellio Wealth Advisors

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Advisors

Jack M Dunk

CFP®

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER™ professional
Visit Jack M Dunk's website

Garrett Koncan

CFP®

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Visit Garrett Koncan's website

Melissa Palmer-Ball

Financial Advisor

Vice President of ellio Wealth Advisors
Visit Melissa Palmer-Ball's website

Paul Sylvia Jr

Financial Advisor

Visit Paul Sylvia Jr's website


Team

Emily Bloomquist

Emily Bloomquist

Client Service Specialist

Qualifications

  • Bachelor's in Finance

Roles & Responsibilities

  • Responsible for providing administrative support and coordinating on-going contact with clients.
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