Team profile


The advantages of working together online

As we work together to track and achieve your goals, the secure site on ameriprise.com and Ameriprise app make it easy for us to collaborate, any time from any device. In one secure, convenient online space, you can:

  • Track your goals and progress
  • Connect and share information with us
  • View, store and organize your financial documents
  • Transfer funds, and much more
Register today at ameriprise.com or contact us for help getting started.

Register today

Areas of focus

  • Employee Stock Options
  • Small Business
  • Retirement Planning Strategies
  • Insurance
  • Tax Planning Strategies

Awards & recognition

  • ellio Wealth Advisors, Forbes Best-in-State Wealth Management Teams, 2024
  • ellio Wealth Advisors, Ameriprise Client Experience Award, 2021-2023
  • Garrett Koncan, Forbes Best-in-State Next-Generation Wealth Advisors, 2024

Community participation

Rotary Club of Gurnee

Gurnee Chamber of Commerce

Lake County Estate Planning Counsel

Financial Planning Association of Illinois: North Shore Chapter

Lake County Chamber of Commerce

Member of Downtown Racine Corporation

BCAN; Bladder Cancer Advocacy Network

CVCR; Corporate Volunteer Council Racine County

Make a Difference Wisconsin

Big Sisters of Racine