As Portfolio Manager and a member of the Investment Committee, Eli has direct responsibility for asset allocation and fixed income strategies. His role in client service is to guide clients through the investment process and ensure that their long-term goals and risk tolerance remain in alignment with their portfolio. As a CERTIFIED FINANCIAL PLANNER™ professional, Eli brings a wholistic approach to helping clients reach their goals.

His philosophy of client service is simple:

“We go out of our way to make clients happy.”

A Belleville, Kan., native, Eli earned his Bachelor of Science in Management and Ethics from Manhattan Christian College, graduate certificate in personal financial planning from Kansas State University and MBA from Fort Hays State University.

Eli is a member of the Financial Planning Association and the Investments & Wealth Institute™. He has been with The Trust Company since 2006.

Eli is a stockholder of The Trust Company.