We are a team of creative and vibrant professionals passionate about helping our clients organize and simplify their financial life. We believe that every client deserves a personalized financial plan and an investment solution best suited to reach their financial goals.

Your Team

IAN ROSENFIELD

CEO, ELEVON WEALTH MANAGEMENT

MICHAEL ROSSI

CHIEF OPERATING OFFICER, ELEVON WEALTH MANAGEMENT

CHRIS VETRANO

VP OF OPERATIONS, ELEVON WEALTH MANAGEMENT

DAVID KELP

FINANCIAL ADVISOR

SYLVIE LEON

VP OF RELATIONSHIP MANAGEMENT, EWM

BRANDON VAN GOETHEN

INVESTMENT SERVICES ASSOCIATE, EWM

TIFFANI VAN GOETHEN

BUSINESS SYSTEMS SPECIALIST, ELEVON WEALTH MANAGEMENT

RON DRIVER

BRANCH OPERATIONS MANAGER

BRENDA TOMPKINS

CLIENT SERVICES MANAGER

Creative & Passionate Professionals

We are a team of creative and vibrant professionals passionate about helping our clients organize and simplify their financial life. We believe that every client deserves a personalized financial plan and an investment solution best suited to reach their financial goals.

Regular Meetings with Clients

We meet with our clients regularly to monitor their plan to help ensure they stay on track as their life unfolds. We utilize a disciplined process to align our clients' goals with their investment strategy.

Financial Models & Historical Data

Though we use financial models and historical data to help guide our investment decisions, we recognize that markets don’t always cooperate, and life doesn’t always go as expected. During these times, we believe it’s essential to make adjustments to your plan or investment strategy for the highest probability of success.

Partners

JASON BORMAN, CFP®

FINANCIAL ADVISOR

GEORGE BUCK

FINANCIAL ADVISOR

DAN GIANNI

FINANCIAL ADVISOR

GUY QUINN

FINANCIAL ADVISOR

LORETTA STRONG

FINANCIAL ADVISOR

RANDY ZIFFREN

FINANCIAL ADVISOR

Do you have a team working by your side to help you create, monitor, and adjust your plan?

Contact Us