Elvis works with a broad range of individuals and families, families building wealth, those preparing for retirement, helping clients navigate comprehensive financial planning, tax-efficient planning, wealth accumulation strategies.

He takes a client-centered and detail-oriented approach to planning, intended to provide clarity, structure, and confidence throughout the planning process.

Elvis earned an MBA from Saint Mary’s University of Minnesota. His educational background supports a thoughtful and tax-aware approach to helping clients navigate important financial decisions.

Outside of work, Elvis enjoys spending time with family, supporting his community, and helping others.

Serving clients throughout the Minneapolis area.