Founding Member & Senior 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...
Branch Operations Manager
Janessa is Eliason Financial’s branch operations manager. She is responsible for compliance and works with advisors on account management. She oversees client services and provides sincere, personal attention and prompt response....
Director of Business Development
Blake has both his series 7, and 66, and helps the firm improve processes and bring on new clients as the Director of Business Development.
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...
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.
Client Services 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...
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...