Our Team
Peter M. Eliason
Founding Partner | Financial Advisor
Arik D. Jacobson
Financial Advisor/Partner
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
Financial Advisor | Partner
John P. Camino
Financial Advisor
Chuck Burgess, CFA
Director of Investment Operations | Partner
Janessa Gill
Chief Operating Officer | Partner
Janessa plays a crucial role within the firm, overseeing operations and working closely with the founder to drive strategic initiatives aimed at improving client services. Her responsibilities include managing compliance and leading..
Erin Dillinger
Account Service Coordinator
Heather Williams
Client Services Coordinator
Heather serves as our Client Services Coordinator, creating, connecting and developing meaningful relationships with our clients. She is the first point of contact and provides direct communication between our valued clients the firms...