Elliott is dedicated to helping clients simplify their financial lives, allowing them to focus on what truly matters. By maintaining consistent communication, he works closely with clients to create strategies to not only be effective but helping them achieve their financial aspirations—whether it's growing their portfolios, increasing their net worth, preparing for life’s biggest milestones, or obtaining a smooth transfer of wealth to future generations.
His journey in finance began in 2009 when he started as a financial advisor. After a decade of experience, Elliott took his career to the next level, founding Haven Financial Partners LLC in 2020 and partnering with Raymond James Financial Services, a firm known for its independence and commitment to putting clients first.
Beyond his professional expertise, Elliott holds the prestigious CERTIFIED FINANCIAL PLANNER® designation, reflecting his dedication to high ethical standards and ongoing education set by the CFP Board. He earned his Bachelor of Arts in Interpersonal and Organizational Communication, with a minor in Business Marketing, from Azusa Pacific University in California.
Elliott is also deeply involved in his community. A committed member and past president of the Anacortes Noon Kiwanis Club, he has served on its board for many years. Currently, he serves as Past President of the Island Hospital Foundation, further contributing to local initiatives.
Originally from Kodiak, Alaska, Elliott now calls Anacortes, Washington, home, where he lives with his wife, Molly, and their children, Ezra, Preston, and Trey. Outside of his career, he finds joy in coaching youth sports, staying active, traveling, playing sports, and supporting local charities.
Raymond James is not affiliated with any of the companies mentioned.
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, Certified Financial Planner®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.