Team profile


Planning for a confident retirement

 We deliver personalized financial advice to help you achieve your goals, today and tomorrow, through our Confident Retirement® approach. We start with a conversation about key financial areas including covering essentials, ensuring lifestyle, preparing for the unexpected and leaving a legacy.

By identifying clear steps to take toward your goals, we can help take the uncertainty out of planning for your financial future. Working together, we can help you feel more confident, connected, and in control of your financial life.

Areas of focus

  • Retirement Planning Strategies
  • Retirement Income Strategies
  • Investment Management
  • Family Finances
  • Wealth Preservation Strategies
  • Intergenerational Planning
  • Cash Flow Management Strategies
  • Insurance
  • Retirement Plan Distribution
  • Sustainable and Responsible Investing
  • Investments

Community participation

Elite Capital Wealth Advisors - Community participation photo

Volunteering regularly at local food banks including CUMAC

Participating in local charity events including Emmanuel Kids Cancer Annual Gala and Responders Run Inc.

Sponsored events for Tackle Kids Cancer and Wounded Veterans
  • CUMAC