Our advisors

Garrett Koncan

CFP®

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Learn more about Garrett Koncan Visit Garrett Koncan's website

Jack M Dunk

CFP®

Private Wealth Advisor

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

Melissa Palmer-Ball

Financial Advisor

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


Our team

Michele Klemm

Michele Klemm

Paraplanner

Shaunna Tayfel

Shaunna Tayfel

Client Service Manager,

Paraplanner
Ryan Leukhardt

Ryan Leukhardt

Client Service Specialist