Investment Planning Management | ELITEAM Financial Strategies

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Holistic Financial Strategies

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Insurance and Estate Planning

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Wills, Trusts, and Estate Planning

Team

LaDonna Logan

Financial Strategist

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

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

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Planning for the Future: Essential Steps to Secure Your Retirement

Jan 8, 2025

Categories

Retirement

Savings

Is your retirement savings on track? If you’re like most people, you may feel it’s not. In fact, concerns about running...

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How Hindsight Bias Hurts Investors

Jan 1, 2025

Categories

Investments

How many of your financial choices are based purely on logic? It could be fewer than you think. That’s because most of...

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Practical Tips: How to Avoid These 4 Estate Planning Missteps

Dec 5, 2024

Categories

Finance

Lifestyle

Estate Planning

First, let’s start by uncovering the most common mistake in estate planning… Surprisingly, this frequently made mistake...

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