Broker Check

Elios Financial Group, Inc.
Center Pointe West
30700 Center Ridge Road
Westlake, OH 44145
440-617-9100

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.

 
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

Director of Operations

440-617-9100

440-617-9200

Ryan is a Registered Associate 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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Kimberly A. Florcosky, CFP®

CERTIFIED FINANCIAL PLANNERâ„¢ - Director of Client Services

440-617-9100

440-617-9200

Kimberly graduated from Indiana Wesleyan University with a Bachelor of Science degree in Business and successfully completed the rigorous courses and comprehensive Certified Financial Planner™ exam. She brings with her an impressive...

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