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Our Team

Peter M. Eliason

Founding Member & Senior Financial Advisor-

Pete Eliason founded Eliason Financial Associates in 2003. As senior financial advisor, he manages all client portfolios and the firm's four staff members. Pete has built Eliason Financial Associates by developing personalized...

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Arik D. Jacobson

Financial Advisor/Partner

Arik Jacobson serves as a financial advisor and partner for Eliason Financial Associates. He provides direct client service to current and new clients, and is responsible for helping to guide the firm's market intelligence.Prior to...

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Janessa Gill

Branch Operations Manager

Janessa serves as the Office Manager for Eliason Financial Associates. Her responsibilities encompass many aspects of our business, including client relations, adviser support, account management, compliance and customer service. Prior...

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Kaylee Kerbs

Administrative Assistant

Kaylee serves as our Administrative Assistant here at Eliason Financial. She is the first person you see when you come into our office and she coordinates directly with clients to schedule meetings and reviews with our advisors. Kaylee...

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