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

Advisor photo for Jack M Dunk

Jack M Dunk

CFP®

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER™ professional
Visit Jack M Dunk's website
Advisor photo for Melissa Palmer-Ball

Melissa Palmer-Ball

Financial Advisor

Vice President of ellio Wealth Advisors
Visit Melissa Palmer-Ball's website
Advisor photo for Garrett Koncan

Garrett Koncan

CFP®

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Visit Garrett Koncan's website
Advisor photo for Paul Sylvia Jr

Paul Sylvia Jr

CFA®

Financial Advisor

Chartered Financial Analyst®
Visit Paul Sylvia Jr's website


Team

Michele Klemm

Michele Klemm

Paraplanner

Shaunna Tayfel

Shaunna Tayfel

Client Service Manager

Ryan Leukhardt

Client Service Specialist