With a solid foundation of teamwork, our practice draws on the skills and strengths of each member to achieve our collective goal of helping clients like you meet their financial goals. Together, we can help you feel more confident, connected and in control of your financial life.



Our advisors

Jeffrey Ellish

CFP®, CMFC, AAMS, CRPC, ChFC®, AWMA℠

Private Wealth Advisor

Learn more about Jeffrey Ellish Visit Jeffrey Ellish's website


Our team

Jessica Hegedus

Jessica Hegedus

Client Service Manager,

Marketing Specialist
Nicole Sujak

Nicole Sujak

Receptionist