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Team

We believe our teamwork approach adds a broader perspective to all we do and provides increased benefits to our clients.

Our team of financial professionals can help you address:

  • Investing principles and strategies
  • Retirement investing and distribution strategies
  • Estate conservation issues
  • Risk management

We also can answer your questions, including:

  • Can I retire early?
  • Are my investments working hard enough?
  • What’s the best approach for college savings?
  • What are the elements of a sound estate strategy?
  • Do I have enough life insurance for my family?

Our experienced professionals have helped many people just like you with similar issues and concerns. We specialize in creating an approach that is designed to address your individual situation.

James Elios, MBA, ChFC®, CLU®

Founder & CEO | Wealth Advisor

440-617-9100

440-617-9200

jim@eliosfinancial.com

Jim is founder of Elios Financial Group, a state-chartered Registered Investment Advisor (RIA) and Registered Principal of LPL Financial, the largest independent Broker-dealer in the nation*. As reported by Financial Planning magazine,...

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Ryan Dobroka

Associate Wealth Advisor

440-617-9100

440-617-9200

ryan@eliosfinancial.com

Ryan is Associate Wealth Advisor with Elios Financial Group. In addition to conducting client reviews, reporting, financial planning and rebalancing portfolios, his role at the organization is integral to business development, analytics,...

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Amanda Mahoney

Administrative Associate Client Services

440-617-9100

440-617-9200

amanda@eliosfinancial.com

Amanda serves as the Elios Financial Group Administrative Assistant and Client Services Coordinator. In addition to handling day-to-day office administration, she also assists with many client requests, plans company events, and works...

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Jennifer Gaukin

Operations Associate & Client Services

440-617-9100

440-617-9200

jennifer@eliosfinancial.com

Jennifer serves as the Elios Financial Group Operations & Client Services Associate. Jennifer manages all client operations and ensures that all financial plans, investment accounts and all client requests are handled and maintained in...
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