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Meet your financial advisor team

We are personally invested in your retirement goals

We have a reputation for teaching people about financial health. You’ll quickly notice our ability to break down the most complex concepts into easy-to-understand bits. This is intentional.

In our own lives, all too often, we saw friends and family struggle to find the help they needed to map out their financial future. We became financial professionals to change this.

After all, it’s your money and your goals.

And it’s our commitment to our community — to you.

The Elios Financial Group team approach is effective in guiding clients with varying needs. We invite you to discover and experience the power of our services. 

James Elios, MBA, ChFC®, CLU®, AIF®

Founder & CEO | Wealth Advisor

440-617-9100

440-617-9200

jim@eliosfinancial.com

Jim is founder and CEO of Elios Financial Group, an SEC Registered Investment Advisor (RIA) and Registered Representative of Private Client Services, broker-dealer.

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Tarra Pease

Operations Manager

440-617-9100

440-617-9200

tarra@eliosfinancial.com

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

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Colleen Novak

Client Services Associate

440-617-9100

440-617-9200

colleen@eliosfinancial.com

As a Client Services Associate, Colleen handles all the day-to-day office administration duties with efficiency, professionalism, and friendliness. She schedules and sets appointments, and assists with many client requests...

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Brandon Steinhagen, CFP®, ChFC®, CRPC®

Director of Financial Planning

440-617-9100

brandon@eliosfinancial.com

As the Director of Financial Planning here at Elios Financial Group, I work directly with clients. We’ll discuss your financial goals and set investment objectives. I’ll recommend strategies based on where you are and where you want to go.

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Kim Carr

Client Services Associate

440-617-9100

440-617-9200

kim@eliosfinancial.com

As a Client Services Associate, Kim will handle managing the onboarding of new clients and aiding with account maintenance...

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Schedule your complimentary discovery meeting today

Schedule your complimentary discovery meeting today

An Elios Financial Group financial professional will contact you to discuss your goals. If you’re interested, they’ll tell you about our services and see if you’d like to move forward with a financial advisor.