Eliot is a Wealth Advisor with McGlone Suttner Wealth Management and a Certified Financial Planner™ professional. He has an extensive background in equity and derivatives trading, income tax planning and preparation, and personal financial management and retirement planning.
He earned a Bachelor of Science in Financial Management from Northern Michigan University, graduating with honors, and an MBA from DePaul University’s Kellstadt Graduate School in Chicago. His career began at the Chicago Board Options Exchange as a trading floor clerk with Susquehanna Investment Group, where he first learned about options trading. For over a decade, Eliot traded bond and equity index futures, executing proprietary strategies for Hard Eight Futures in global futures markets.
In 2015, Eliot transitioned to wealth management, joining Jason McGlone at KOM Wealth Management Group in Appleton, where he provided retirement planning support. He then spent two years in San Francisco as an Income Tax and Financial Planning Analyst for Chequers Financial Management, a Registered Investment Advisor group before returning to Hard Eight Futures for three years, taking on a management and trading role in the United Kingdom. Eliot returned to wealth management, rejoining Jason McGlone at McGlone Suttner Wealth Management.
Eliot is passionate about helping clients articulate and achieve their goals through tailored planning strategies. His expertise in retirement planning and money management makes him an invaluable asset to his clients. He is committed to clearly communicating complex financial strategies and fulfilling his fiduciary responsibilities by providing comprehensive planning support to the group’s advisors.
Eliot recently returned to Wisconsin with his wife, Catherine, and their son, Hudson. The family enjoys traveling, particularly summertime trips to Elkhart Lake, where Eliot is originally from. They also love attending concerts, visiting museums and parks, and cooking together.