Team
We believe our teamwork approach adds a broader perspective to all we do and provides increased benefits to our clients.
We can help you address:
- Investing principles and strategies
- Retirement investing and distribution strategies
- Estate conservation issues
- Risk management analysis
We also can answer your questions, including:
- Can I retire early?
- Are my investments working hard enough?
- What’s a good 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 can help you create an approach that is designed to address your individual situation.
Our Partners
Abdiel Ellis
Director of Business Development
Bob Krieger
Chief Financial Strategist
Christian Kitsantas
Planning Analyst
Dean Eleftheriades
Investment Advisor Representative
Eva Kalivas
Co-CEO, Client Services
Marie Rufo
Chief of Staff
Timothy Lott
Account Executive
Tim Lott is an Account Executive at ENOS Consulting Group, Inc. where he plays a pivotal role in managing and optimizing 401(k) plans. Tim began his career as a Health Insurance Underwriter at Sun Life US , where he navigated complex...
Vicki Kalivas
Administrative Coordinator