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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



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

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Ryan Dobroka

Associate Wealth Advisor



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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Colleen Lazar

Client Services Associate


Colleen serves as the Elios Financial Group Administrative and Client Services Associate. In addition to handling day-to-day office administration, she also assists with many client requests, plans company events, scheduling office...
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Tarra Pease

Operations Associate



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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