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

Jessica Patton

Jessica Patton

Financial Planning Analyst,

Financial Planning Assistant
Connor Cook

Connor Cook

Client Service Specialist