Elliot is a CERTIFIED FINANCIAL PLANNER® who helps clients piece their financial puzzle together with strategic simplicity. He does so by maintaining a big-picture focus while never shying away from a dive into the weeds.

Major areas of focus include tax-saving strategies, streamlined investing, risk protection, and estate planning–all in the service of your unique goals.

A native of the Chicago suburbs, Elliot now resides in Toledo, Ohio where his wife was born and raised.  He’s working on learning temperance when it comes to pickleball, Premier League soccer, and pour-over coffee.

While keeping up with the news, Elliot takes time to read the “olds” in the forms of ancient wisdom and financial history.  In financial planning as in life, he believes that: insight into the past + grounding in the present = clarity for the future.