Our advisors

Advisor photo for Garrett Koncan

Garrett Koncan

CFP®

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Learn more about Garrett Koncan Visit Garrett Koncan's website
Advisor photo for Jack M Dunk

Jack M Dunk

CFP®

Private Wealth Advisor

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

Melissa Palmer-Ball

Financial Advisor

Vice President of ellio Wealth Advisors
Learn more about Melissa Palmer-Ball Visit Melissa Palmer-Ball's website
Advisor photo for Paul Sylvia Jr

Paul Sylvia Jr

CFA®

Financial Advisor

Chartered Financial Analyst®
Learn more about Paul Sylvia Jr Visit Paul Sylvia Jr's website


Our team

Michele Klemm

Michele Klemm

Paraplanner

Shaunna Tayfel

Shaunna Tayfel

Client Service Manager

Ryan Leukhardt

Client Service Specialist