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At EFS we employ a holistic approach to financial wellness. Our philosophy around secure financial planning consists of identifying our clients needs and goals, helping to educate them on their options and addressing any potential health or longevity concerns. The primary objective will be to assign your money or assets a job.
Long-term g
At EFS we employ a holistic approach to financial wellness. Our philosophy around secure financial planning consists of identifying our clients needs and goals, helping to educate them on their options and addressing any potential health or longevity concerns. The primary objective will be to assign your money or assets a job.
Long-term growth, capital preservation, access or liquidity, or fixed income could all be options, amongst others.
Whether the goal is to forge the path towards tax freedom, a comfortable retirement, efficient wealth accumulation, or a seamless business succession, EFS has the tools, resources and expertise to take on even the most complex of financial planning opportunities.
Chief Strategy Officer, Tyson Snook, coaches financial professionals on the intricacies of retirement planning, advanced life insurance design, tax diversification, advanced estate conservation and legacy planning at the national level as a paid consultant.
The ELITEAM Financial Strategies team is anchored in the retirement planning space and as a company our advisors represent some of the best retirement conservation, retirement income replacement, social security, and legacy planners in the country.
Our team is proud to have won, and continue to win, national awards for retirement planning
The ELITEAM Financial Strategies team is anchored in the retirement planning space and as a company our advisors represent some of the best retirement conservation, retirement income replacement, social security, and legacy planners in the country.
Our team is proud to have won, and continue to win, national awards for retirement planning, life insurance planning, estate conservation and are widely regarded as some of the best in the country.
We strive to give our clients the peace of mind and quality of life we all truly desire in retirement.
A sound retirement plan can vastly reduce your stress thus improving the quality of life in your "Golden Years".
ELITEAM Financial Strategies has had the opportunity to design some of the most complex and complicated life insurance plans, estate plans and business succession plans for a variety of wealth management clients, business owners, and retiree's of all types and net worths.
We thrive in tax efficiency planning, legacy planning, estate conser
ELITEAM Financial Strategies has had the opportunity to design some of the most complex and complicated life insurance plans, estate plans and business succession plans for a variety of wealth management clients, business owners, and retiree's of all types and net worths.
We thrive in tax efficiency planning, legacy planning, estate conservation, and the complex intricacies of proper risk management and efficient asset transfer.
Our experienced and engaged team of financial professionals will help you shape a custom strategy around your individual goals.
We focus on tax efficiency, growth efficiency, risk management and capital preservation.
By leveraging a long-term outlook we are able to focus on growth while maintaining proper leverage and capital preservation
Our experienced and engaged team of financial professionals will help you shape a custom strategy around your individual goals.
We focus on tax efficiency, growth efficiency, risk management and capital preservation.
By leveraging a long-term outlook we are able to focus on growth while maintaining proper leverage and capital preservation in the strategy. At EFS we are students of the financial service industry and stay in tune to market trends and opportunities.
With years of combined experience and expertise, we have created, designed, and implemented custom financial strategies that empower our clients to achieve their financial goals.
We start with a comprehensive look at your current financial situation and/or possibly your current health situation. From there, our team will collaborate and
With years of combined experience and expertise, we have created, designed, and implemented custom financial strategies that empower our clients to achieve their financial goals.
We start with a comprehensive look at your current financial situation and/or possibly your current health situation. From there, our team will collaborate and build you a roadmap. Once we have the roadmap, we present you with our recommendation of the best financial vehicles to get you to your destination as efficiently as possible.
Tax efficiency, leverage, safety and growth.
At ELITEAM Financial Strategies we believe in an educational and collaborative design approach when building our financial strategies. By utilizing this collaborative, team approach, we can draw on the strengths of the entire ELITEAM, not just one advisor. We work together to analyze where you are, where you want to be, and help you desi
At ELITEAM Financial Strategies we believe in an educational and collaborative design approach when building our financial strategies. By utilizing this collaborative, team approach, we can draw on the strengths of the entire ELITEAM, not just one advisor. We work together to analyze where you are, where you want to be, and help you design and implement a custom roadmap to get you there.
We have specialists in life insurance, retirement planning, estate planning, tax planning, wealth accumulation, real estate investing, and more.
Our shared vision at ELITEAM Financial Strategies is to create healthy client relationships by implementing a collaborative design process, stress-tested strategies, and a client-focused service model. We want to be your trusted partner for life.
Integrity First, Humanity Always.
Operating in our clients best interest and with the highe
Our shared vision at ELITEAM Financial Strategies is to create healthy client relationships by implementing a collaborative design process, stress-tested strategies, and a client-focused service model. We want to be your trusted partner for life.
Integrity First, Humanity Always.
Operating in our clients best interest and with the highest level of integrity is a non-negotiable at EFS. We understand that without trust there is no chance at a healthy relationship with our clients. It is also paramount to be aware of the human element of finance. At EFS we are often dealing with peoples health and mortality, life savings, retirement plans, college savings plans, and many more major life plans. We treat these life events with care and thoughtful planning to ensure our clients success.
Tyson was born and raised in the Pacific Northwest and enjoys spending time with his daughter, boating, skiing, mountain biking, and just about anything that has to do with music or sports. After spending almost 5 years as one of the Leading Partners for a Fortune 100 financial planning company, he decided to branch off and founded ELIT
Tyson was born and raised in the Pacific Northwest and enjoys spending time with his daughter, boating, skiing, mountain biking, and just about anything that has to do with music or sports. After spending almost 5 years as one of the Leading Partners for a Fortune 100 financial planning company, he decided to branch off and founded ELITEAM Financial Strategies so he would have a more robust planning suite and strategy portfolio to offer his current and prospective clients. He is passionate about helping people and his relentless pursuit of education allows him to stay current with market trends, challenges, and opportunities. His strategies will always prioritize tax efficiency and take a protection-first approach towards the building, creation and preservation of wealth. All of ELITEAM's plans are fully customized to the individual because no two financial situations are the same.
Chief Strategy Officer, Tyson Snook, coaches financial professionals on the intricacies of retirement planning, advanced life insurance design, tax diversification, advanced estate conservation and legacy planning at the national level as a paid consultant.
Kimberly was born and raised in Walla Walla, WA and moved to the Spokane area to attend Eastern Washington University in 2004, and it has been her home ever since.
Kimberly most enjoys being a member of ELITEAM Financial Strategies for the
team-minded community, growth, and educational opportunities it provides. Her ultimate goal is
Kimberly was born and raised in Walla Walla, WA and moved to the Spokane area to attend Eastern Washington University in 2004, and it has been her home ever since.
Kimberly most enjoys being a member of ELITEAM Financial Strategies for the
team-minded community, growth, and educational opportunities it provides. Her ultimate goal is to reach as many people as she can and support them in their journey to financial freedom and peace of mind. She welcomes the opportunity to become more involved in the community to establish, grow and nurture new relationships.
Kimberly also leads a specialized team of financial strategists whose work focuses on high net worth clients, high income earners, business owners, and business partners who have specialized life insurance, tax efficiency, business succession or legacy needs. Her team holds several insurance premium placement records with various providers and insurance IMO/FMO's, as well!
Tony authentically cares about helping each client achieve lasting financial peace of mind. He takes the time to carefully listen to their specific needs and clarify their unique goals. He then uses this knowledge to leverage ELITEAM’s collaborative team approach to design. This enables him to present and implement a smart, creative, c
Tony authentically cares about helping each client achieve lasting financial peace of mind. He takes the time to carefully listen to their specific needs and clarify their unique goals. He then uses this knowledge to leverage ELITEAM’s collaborative team approach to design. This enables him to present and implement a smart, creative, customized strategy that fits the client’s distinct life situation. He ensures that each client has the knowledge they need to make smart, informed decisions while supporting them through each stage of the process. Professional, trustworthy and responsive, Tony prides himself on providing confidential, personalized service resulting in strong long-lasting client relationships.
A long-time pool league member, Tony shoots regularly and participates in a variety of regional and national championships. With deep roots in the beautiful Pacific Northwest, he also enjoys camping and cooking with his family and friends.
Kassandra thrives as a member of ELITEAM Financial Strategies. She specializes in providing personalized financial planning solutions that are tailored to each client's unique circumstances and goals. With a degree in business and a passion for helping others, Kassandra set out to pursue a career that allows her to guide individuals, fami
Kassandra thrives as a member of ELITEAM Financial Strategies. She specializes in providing personalized financial planning solutions that are tailored to each client's unique circumstances and goals. With a degree in business and a passion for helping others, Kassandra set out to pursue a career that allows her to guide individuals, families, and business owners toward a future filled with peace of mind and prosperity. Her mission is to not only provide sound financial guidance, but to also build life-long relationships with her clients by connecting with them on a deeper, more personal level. Outside of her professional life, Kassandra enjoys spending time with family and friends, snowboarding, boating outdoors, and indulging in her love of dance and concerts.
Makayla is a Mother and a wife and passionately serves her family and community. Makayla loves to be outdoors whether it be in her garden or out hiking, camping and fishing. She is committed to being the best she can be for those she loves and those she serves.
Makayla rejoices in helping clients achieve their financial goals through pers
Makayla is a Mother and a wife and passionately serves her family and community. Makayla loves to be outdoors whether it be in her garden or out hiking, camping and fishing. She is committed to being the best she can be for those she loves and those she serves.
Makayla rejoices in helping clients achieve their financial goals through personalized strategies tailored to their unique needs and aspirations. With a passion for empowering individuals and families to take control of their financial future, Makayla, with the help of ELITEAM, guides clients through various stages of life from wealth accumulation to retirement planning and legacy preservation.
She is committed to providing exceptional client service and building long-lasting relationships. Transparency, integrity, and clarity are paramount in every client interaction with Makayla!
Jessica Strnad is a dedicated insurance broker with a passion for helping her clients achieve their goals. Growing up in the beautiful surroundings of Palm Beach, Florida, Jessica developed a strong sense of community and a commitment to excellence. As a mother of two, she understands the importance of protecting what matters most and bri
Jessica Strnad is a dedicated insurance broker with a passion for helping her clients achieve their goals. Growing up in the beautiful surroundings of Palm Beach, Florida, Jessica developed a strong sense of community and a commitment to excellence. As a mother of two, she understands the importance of protecting what matters most and brings this personal insight into her professional life. With a focus on personalized service, Jessica ensures that each client’s unique needs are met with the utmost care and attention. Her approachable nature and thorough understanding of the insurance landscape make her a trusted advisor for individuals and families alike.
Sebastian is a resilient and dynamic entrepreneur with a strong background in client service and marketing. Growing up in a tough area in Hawaii, he discovered his passion for entrepreneurship early on, leveraging his gift of gab and martial arts training to hone his discipline and perseverance. At 17 he focused his efforts towards the US
Sebastian is a resilient and dynamic entrepreneur with a strong background in client service and marketing. Growing up in a tough area in Hawaii, he discovered his passion for entrepreneurship early on, leveraging his gift of gab and martial arts training to hone his discipline and perseverance. At 17 he focused his efforts towards the US military graduating at the top of his class and successfully completing two tours of duty in Iraq, eventually going on to earn a Bachelor's degree in Global Business Management from the University of Phoenix.
Sebastian has built his career around developing and leading successful teams in various industries. As a father of four he balances family life with professional ambitions in the financial services industry. His unwavering determination and exceptional problem solving skills make him a valuable asset to ELITEAM's culture and cohesive team efforts. Client service model led by what he calls the “Aloha Spirit!"
Stephanie was born and raised in Phoenix, AZ and currently lives in the West Valley. She spent 11 years working as part of a team where honor, dignity, and respect are the core foundations; values that she carries with her to the ELITEAM group. Stephanie's approach is client-centered, focusing on creating customized strategies that align
Stephanie was born and raised in Phoenix, AZ and currently lives in the West Valley. She spent 11 years working as part of a team where honor, dignity, and respect are the core foundations; values that she carries with her to the ELITEAM group. Stephanie's approach is client-centered, focusing on creating customized strategies that align with her clients' unique needs and long-term objectives. She is passionate about empowering individuals and families to make informed decisions, and is known for clear communication and attention to detail. Outside of work, Stephanie cherishes spending time with her boyfriend and two dogs. You can usually find her in the kitchen trying out a new recipe or hiking in the mountains if it isn't too warm. She
also enjoys family pool days, camping, and traveling just about anywhere!
Jeff was born and raised in Honolulu, HI and moved to Washington state in 2016, where he resides with his wife, kids, dogs, and chickens. Jeffrey most enjoys being a member of ELITEAM Financial Strategies for the industry leading education and more importantly the leadership & vision of the executive team and their collaborative approach
Jeff was born and raised in Honolulu, HI and moved to Washington state in 2016, where he resides with his wife, kids, dogs, and chickens. Jeffrey most enjoys being a member of ELITEAM Financial Strategies for the industry leading education and more importantly the leadership & vision of the executive team and their collaborative approach with every client. Jeff prides himself on his relentless pursuit of industry knowledge, relaxed but competent communication, as well as a deep understanding of leading teams with a servant leadership style. His fundamental goal is to work with clients in order to help them leverage a variety of financial strategies in their pursuit of financial freedom.
Jaime is a sixth-generation San Francisco Bay Area native with an extensive 25+ year career in real estate. After losing both of her parents she was left with a complicated estate to execute on her own. This journey eventually led her to explore the estate planning and financial service markets, which opened the door to ELITEAM Financial
Jaime is a sixth-generation San Francisco Bay Area native with an extensive 25+ year career in real estate. After losing both of her parents she was left with a complicated estate to execute on her own. This journey eventually led her to explore the estate planning and financial service markets, which opened the door to ELITEAM Financial Strategies.
Jaime takes a traditional holistic approach to life planning and fuses it with her decades as a luxury real estate professional to create unique opportunities. Jaime’s goal is to advise clients on how these two investment strategies can work together in building tax efficient capital while also protecting assets. Jaime takes a personable approach to her business and has a reputation of integrity, trustworthiness, and profound dedication to her clients. She looks forward to sharing her unique integration of financial strategies along with real estate advisement.
Jaime has a Bachelor of Arts degree in Legal Studies with a minor in English from Chapman University.
Monday - Friday: 8am - 6pm
Saturday : By appointment
Please contact us if you cannot find an answer to your question.
Financial plans allow you to prepare for things like your child's education, your retirement, or big/unexpected life changes.
It should start with your goals and objectives, and from there we will discuss your protection needs, set up your retirement and tax-planning strategies, as well as build an investment portfolio to meet your wealth accumulation needs.
We will reach out to you annually to review the plan we have made, see if we ought to make any adjustments or discuss any major life transition.
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