Peter M. Eliason
Founding Member & Senior Financial Advisor-
Pete Eliason founded Eliason Financial Associates in 2003, and has been in the Financial Industry for over 20 years. 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 investment and wealth management strategies for clients at every stage of their financial life.
Before founding Eliason Financial Associates, Pete served as an investment advisor for Community First National Bank in the Wealth Management Department and focused on management trust, foundation and private client assets. Pete worked with Financial Dimensions Group in Minneapolis in his early years. He earned his B.S. in finance with a concentration in financial services and business administration from the University of Wyoming. Pete later attended Cannon Business School in North Carolina and received additional accreditation in Trust and Estate Planning. He holds his Series 7 and 66 securities registration, is insurance licensed, and is a principal inthe industry holding his series 24. Pete is on the Board of Directors for the Wyoming State 4-H Foundation and the Whitney Advisory Board. He lives in Sheridan Wyoming with his wife Collette and his 2 daughters Samantha and Sierra.