Founding Partner/Financial Advisor
Pete Eliason, Financial Advisor, Partner & Founder Barron’s Top 1200 Financial Advisors in the U.S. Pete Eliason founded Eliason Financial in 2003 to help clients build and preserve wealth at every stage of their lives. As the...
Arik provides exemplar client service and guides the firm’s market intelligence. Prior to joining Eliason in 2012, he owned three successful small businesses, earning deep insight into organizational and resource management for...
Chris Prosinski joined Eliason Financial as a financial advisor in 2019 after a seven-season career in the NFL with the Jacksonville Jaguars, Philadelphia Eagles and Chicago Bears. He plays a vital support role in portfolio management...
Director of Investment Operations
Chuck earned the right to use the Chartered Financial Analyst(CFA) Designation in September of 2008 and works as a Portfolio Analyst for us, focusing on manager due diligence and portfolio construction.
Planning Development Coordinator
Chief Operating Officer
Janessa is responsible for operations, partnering with the firm’s founder on strategic initiatives designed to continuously enhance client services. She directly oversees compliance and the firm’s advisor support and...
Account Service Coordinator
Erin welcomes every client into Eliason Financial’s office. She supports timely communication between advisors and clients, and schedules meetings and appointments. She also works closely with Eliason’s branch operations...
Client Services Coordinator
Morgan serves as the firm’s administrative support. She helps advisors prepare and manage paperwork, providing key reports on a daily basis. Morgan’s attention to detail ensures that advisor and client needs are served at...