Elliott A. Vaughn

A Roosevelt University graduate with a degree in mathematics/actuarial science, is a numbers enthusiast with a passion for planning. He’s always found comfort in spreadsheets, his trusty calculator “Pat,” and a steaming cup of coffee.

Elliott’s transition from studying calculus and proofs to delving into tax and estate law was natural. He thrives on applying his analytical skills to help clients optimize their financial situations. His motto, “You know how to spend your money better than Uncle Sam does,” reflects his dedication to reducing clients’ lifetime tax burdens through honest and legal strategies.

Beyond taxes, Elliott leverages his understanding of risk to craft personalized investment portfolios. He recognizes the crucial difference between seeking excess returns and fearing market downturns. His proactive approach to reviewing client allocations and setting clear expectations ensures a confident and informed investment journey.

With nearly a decade of industry experience, Elliott’s career is defined by a commitment to providing exceptional value. As a CFP®, he adheres to the highest ethical standards and fiduciary duty, putting his client’s interests first. His ethos, “The value I provide should be some sort of multiple of the fee I charge,” underscores his dedication to exceeding client expectations and delivering tangible results.

While he takes pride in always being available to clients, his first pride is in his son, Graham. When he’s not in the office, Elliott spends time with his family and dog.