Investment Planning Management | ELITEAM Financial Strategies

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Team

Tyson | Chief Strategy Officer | ELITEAM Financial Strategies

Tyson Snook

Chief Strategy Officer

Kimberly Martinez | VP of Life Strategies | ELITEAM Financial

Kimberly Martinez

VP of Life Strategies

Tony Volpe | VP of Wealth Strategies | ELITEAM Financial

Tony Volpe

VP of Wealth Strategies

Kassie | Financial Strategist | ELITEAM Financial Strategies

Kassie Spinnell

Financial Strategist

Makayla | Financial Strategist | ELITEAM Financial Strategies

Makayla Wellmaker

Financial Strategist

Sebastian Feary | Strategist | ELITEAM Financial Strategies

Sebastian Feary

Financial Strategist

Stephanie Duff | Strategist | ELITEAM Financial Strategies

Stephanie Duff

Financial Strategist

Jeff | Financial Strategist | ELITEAM Financial Strategies

Jeff Veal

Financial Strategist

Samantha | Financial Strategist | ELITEAM Financial Strategies

Samantha Stockmoe

Financial Strategist

Johnny Harris

Financial Strategists

Patricia Backen | Strategist | ELITEAM Financial Strategies

Patricia Backen

Financial Strategist

Jennifer Leslie

Financial Strategist

How can we help?

Find out how we can help you reach your financial freedom.

Blogs

How Tax Loss Harvesting Can Potentially Reduce Your Capital Gains Taxes

Nov 1, 2024

Categories

Investments

Tax Planning

If you’re like many investors, the thought of paying capital gains taxes on your successful investments might feel...

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How to Reprogram & Improve Your Money Mindset

Oct 18, 2024

Categories

Finance

Investments

Savings

What’s the first thing you think of when it comes to money? Are your thoughts more positive or negative? Whatever’s...

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Image of an American flag, with a person looking out of them similar to window blinds.

Investors & the Markets: What to Watch Out for in an Election Year

Oct 2, 2024

Categories

Investments

Finance

Smart investing doesn’t happen in a vacuum. Current events matter, and this year, the 2024 Presidential Elections are...

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