Our Profile
How We Support People Like You
With more than 50 years of combined investment-industry experience and a shared passion for excellence, the members of The Elliott & Pistone Group have guided investors through many market cycles with a unique long-term perspective and an unwavering commitment to helping clients reach their financial goals.
We know our existing clients appreciate our straight-talking, genuinely caring approach because most of our new clients are referred by existing clients or tax and legal professionals.
The trust each referral implies is incredibly important to us, and our entire team works hard to continue earning that trust every day.
“It is great to be an advisor when markets are going up and accounts are doing well; however, our proudest moments as financial advisors actually come when markets are down and our clients tell us they are still sleeping at night because of the extensive long term planning we do.”
-Kent R. Elliott, CIMC®, CPWA®
Our team approach adds perspective to all we do and provides increased benefits to our clients.
Meet Our Team
Kent R. Elliott, CIMC®, CPWA®
Managing Director
“Our team has sought industry recognized designations because we believe the perspective that comes with them is valuable to our clients. However, we know one of the most valuable things we bring to client relationships is our...
Christopher Pistone, CFP®
Financial Advisor
Chris is a Financial Advisor with The Elliott Group, a Baird Private Wealth Management team managing over 500 million in client assets. Chris and his team develop financial plans for a select group of wealthy individuals across the...
Diana Sanchez
Assistant Vice President | Senior Client Specialist
Diana started her career in the financial services industry in 1993 and leads the team’s operations. Her licenses include Series 6, 63, 65, 7, and California Insurance. Diana has worked alongside Kent Elliott since 1997 servicing...
Christine Congdon
Assistant Vice President | Branch Administrative Supervisor
Melissa Reynolds
Assistant Vice President | Senior Client Specialist
Augustine Dunford
Client Assistant