Vice President & Investment Officer - Portfolio Manager
A Belleville, Kan., native, Eli earned his bachelor of science in management and ethics from Manhattan Christian College, and graduate certificate in personal financial planning from Kansas State University. He is a CERTIFIED FINANCIAL PLANNER™ professional, Certified Investment Management
Analyst® designee and Accredited Fiduciary Investment Manager™ who’s been with the company since 2006.
His philosophy of client service is simple:
“We go out of our way to make clients happy.”
Eli is a member of The Trust Company’s Investment Committee and specializes in fixed income strategies and trading. He is also able to utilize his 14-plus years of experience in the financial service industry and his financial planning expertise to help design, implement, and manage client portfolios.
Eli is a member of the Financial Planning Association, the Investment Management Consultants Association® and serves on the Kansas State University Personal Financial Planning Advisory Board. A 2016 graduate of Leadership Manhattan, Eli now serves on its board of directors, as well. He’s also involved with the Big Brothers Big Sisters of Riley County Community Leadership Council and the Northview Elementary Site Council.
When he’s not designing and creating investment strategies or working on client portfolios, Eli claims to “love” yard work — and he insists upon being the first one in his neighborhood to clear his driveway after a snow. Once the chores are done, he watches Frozen with daughter, Isla, and hangs out with stepsons Tyler and Trey.
He is a stockholder of The Trust Company.