A Great Business Starts with a Great Team
Our team consists of licensed, professional and friendly people, ready to help.
Peter Ellefson, Founder and CEO
With nearly four decades of experience, Peter brings together financial, tax, insurance, real estate and business expertise. He began his career with Merrill Lynch in the late 1980s and founded his own firm in 1996. Today, he is a Registered Investment Adviser, Real Estate Broker, Insurance Broker and Tax Strategist.
Peter holds a bachelor's degree in marketing from Minnesota State University Moorhead. Originally from North Dakota, he moved to Mesa in 1985. He is married with two children.
Meet the Team
Max Ellefson
Head of Security
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