Team profile


What you can expect when you work with us

The right financial advice can help prepare you for whatever life brings — both the expected and the unexpected.

When you work with us, you receive:
  • 1:1 financial advice based on your goals and needs.
  • Personalized recommendations for a diversified portfolio, and solutions to help protect you from uncertainty.
  • Regular meetings to review your goals, progress, and investments.
  • Anytime access to your investments and digital tools to help you stay on track.

Ready to learn more? Getting started is as easy as meeting for a complimentary initial consultation whenever it’s convenient for you.

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