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Elizabeth M
Series 63, Series 65
Jackson, WY
Income Focus Portfolio Management
Elizabeth Millet is a financial advisor at Income Focus Portfolio Management in Jackson, Wyoming, with 12 years of industry experience. She holds Series 63 and Series 65 designations and has been with Income Focus Portfolio Management since 2013. Income Focus Portfolio Management primarily serves individual clients, non-profit organizations, corporations, and other business entities, offering discretionary portfolio management focused on income generation and principal preservation through fixed-income and selected equity investments. The firm manages approximately $362 million in assets and is known for its use of smaller, less liquid bond issues and customized security selection based on client-specific factors.
David E
CFP®, CFA®, Series 63, Series 65
Jackson, WY
Income Focus Portfolio Management
David Elan is a CFP® and CFA® professional with 20 years of industry experience. He has been with Income Focus Portfolio Management since 2012, where he is one of three advisors. The firm serves individual clients, non-profit organizations, corporations, and other business entities, focusing on income generation and principal preservation through fixed-income investments and selected equity exposures. Income Focus manages approximately $362 million in discretionary assets and is known for its use of smaller, less liquid bond issues and tailored security selection strategies.
Ashley S
Series 65, Series 66
Jackson, WY
Income Focus Portfolio Management
Ashley Sinclair is a financial advisor at Income Focus Portfolio Management in Jackson, Wyoming, with 16 years of industry experience. She holds Series 65 and Series 66 licenses. Prior to joining Income Focus Portfolio Management in 2026, Sinclair worked at MarketAxess for nine years and briefly at Morgan Stanley & Co. LLC. Income Focus Portfolio Management serves individual clients, non-profits, corporations, and other entities, focusing on discretionary portfolio management aimed at income generation and principal preservation. The firm emphasizes fixed-income investments such as municipal bonds and corporate bonds, combined with dividend-paying equities and ETFs for inflation protection.
Arik G
Series 65
Jackson, WY
Income Focus Portfolio Management
Arik Griffin is a financial advisor at Income Focus Portfolio Management with six years of industry experience and holds a Series 65 designation. He serves as Chief Financial Officer at Vertical Harvest, a hydroponic greenhouse, where he oversees financial reporting and budget management. Income Focus Portfolio Management serves individual clients, non-profits, and business entities with a focus on income generation and principal preservation through fixed-income investments and selected equity exposures. The firm manages approximately $362 million in discretionary assets and is known for its use of smaller, less liquid bond issues and tailored portfolios that consider client-specific factors.
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