Steven V. Elliott, CFP®

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Steven’s roots lie in the Midwest having been born and raised in central Kansas, but he and his family are incredibly grateful to call Olympia their home. His upbringing and professional experience instilled in him the importance of clear communication, complete dedication to the task at hand and keeping life simple whenever possible.

Following four years of active duty service in the Army, Steven began his career as a Financial Advisor with the Olympia office of Morgan Stanley Smith Barney and had great success helping his clients navigate a difficult and ever-changing economic environment. During this time Steven consistently ranked among the top of his peers on a national basis for his excellence in client service. His time with a large, national firm was invaluable in providing a view of the best-practices in wealth management and how to distill those resources down to clients at a local level. Steven also brings extensive experience and insights into the practice of local portfolio management and broader-based financial planning.

Along with his partners, Patrick E. McClelland and Sandra K. Drennon and the rest of the Capstone Team Steven co-manages the Firms various investment models with a particular focus on the fundamental merits of a current or potential investment. Like his partners, Steven takes a top-down view of the global economy and from that perspective seeks to identify pockets of value and opportunity. While the proper management of client assets is essential, it is equally important to Steven to ensure that the management of his clients’ wealth is in constant alignment with their overall financial needs and ultimate goals. He prides himself in having a global view of money management delivered within a truly local Firm thereby allowing he and his partners to offer the best possible advice and direct asset management.

Steven holds the marks of CERTIFIED FINANCIAL PLANNER(TM).  Steven carries series 7 and 66 registrations as well as the Washington State Life and Long Term Care insurance licenses. His formal education includes a BS in International Business from Oral Roberts University (2003) and an MBA from Oklahoma State University (2007).

Steven is married to his wife, Brook, and they have two children, Gracie and Hazel.