Joseph Greco

by | Dec 6, 2023

Joseph Greco Managing Director, Elite Advisor Successions Joseph earned his BS in Finance from Coastal Carolina University in 2012. Joseph started his career with Kuttin Wealth Management, the #1 practice at Ameriprise financial, where he held various positions within...

Julian Chenault

by | Sep 11, 2023

Julian Chenault Senior Business Consultant Julian is a powerhouse in the financial services recruiting and consulting profession, notable for her reputation as a fearless client advocate and champion for advisor success. Her career boasts more than 30 years of sales...

Carla Wade

by | Aug 31, 2023

Carla Wade Business Operations Administrator A proud Texas State University alumnus, Carla has established herself as an administrative powerhouse, optimizing systems, processes, and workflows with particular expertise in the financial services field. Most recently,...

Dakota Stevens

by | Aug 18, 2023

Dakota Stevens Senior Business Consultants Dakota Stevens holds a Master of Science in Finance from EDHEC Business School in France. Before joining Elite, he gained valuable experience as both an internal and external recruiter at LPL Financial, where he served as...

Jason Andrus

by | Aug 3, 2023

Jason Andrus BUsiness Consultant After many years of honorable service in the U.S. Coast Guard, Jason brings more than two decades of consummate sales, coaching, and consulting professionalism. Among his career highlights are the roles of Senior Business Development...