Advisors at this firm
Matthew T
Series 65
Anchorage, AK
Elliott Cove Capital Management
Matthew Thayer is a financial advisor at Elliott Cove Capital Management with two years of industry experience. He holds a Series 65 designation and has prior work experience at Northrim Bank and Grand Canyon University. Elliott Cove Capital Management provides fee-based portfolio management to individuals, trusts, corporations, and retirement-plan sponsors, emphasizing disciplined asset allocation and diversification through index-type mutual funds and ETFs. The firm offers specialized retirement-plan advising with fiduciary services and operates a multi-office, multi-representative structure.
Myra R
Series 65
Seattle, WA
Elliott Cove Capital Management
Myra Reinhardt is a Series 65-licensed financial advisor with Elliott Cove Capital Management in Stanwood, WA, where she has worked since 2005. She has 20 years of industry experience and has also been affiliated with Coastal Bank since 2004. Reinhardt serves on the board of the Stanwood Camano Food Bank. Elliott Cove Capital Management provides fee-based portfolio management to individuals, trusts, corporations, and retirement plan sponsors. The firm emphasizes disciplined asset allocation and diversification using index-type mutual funds and ETFs, operating with a factor-oriented investment philosophy overseen by an internal Investment Committee.
Tammy K
Series 65
Fairbanks, AK
Elliott Cove Capital Management
Tammy Kosa is a financial advisor at Elliott Cove Capital Management in Fairbanks, AK, with 19 years of industry experience. She holds a Series 65 designation and has been with Elliott Cove since 2006, alongside a concurrent role at Northrim Bank since 2004. Elliott Cove Capital Management provides fee-based portfolio management to individuals, trusts, corporations, and pension and profit-sharing plan sponsors. The firm emphasizes disciplined asset allocation and diversification through index-type mutual funds and ETFs, managing portfolios with a factor-oriented, efficient-market philosophy.
Diana S
Series 65
Wasilla, AK
Elliott Cove Capital Management
Diana Soliday is a financial advisor at Elliott Cove Capital Management with 10 years of industry experience. She holds a Series 65 credential and has worked at Elliott Cove since 2015. In addition, she has served as Assistant Branch Manager at Northrim Bank since 2006, where her responsibilities include leadership, branch operations, and loan origination. Elliott Cove Capital Management provides fee-based portfolio management to individuals, trusts, corporations, and pension and profit-sharing plan sponsors. The firm emphasizes disciplined asset allocation and diversification using index-type mutual funds and ETFs, operating under an efficient-market, factor-oriented investment philosophy.
Ralph C
Series 63, Series 65
Seattle, WA
Elliott Cove Capital Management
Ralph Chiocco is a financial advisor at Elliott Cove Capital Management in Seattle, WA, holding Series 63 and Series 65 licenses with 19 years of industry experience. He has been with Elliott Cove Capital Management since 2003. Elliott Cove Capital Management provides fee-based portfolio management to individuals, trusts, corporations, and pension and profit-sharing plan sponsors. The firm emphasizes disciplined asset allocation and diversification through index-type mutual funds and ETFs, following an efficient-market, factor-oriented investment philosophy, and offers specialized retirement-plan advising including ERISA 3(21) co-fiduciary and 3(38) discretionary investment-manager services.
William S
CFP®, Series 63, Series 66
Seattle, WA
Elliott Cove Capital Management
William Schatz is a CFP® professional with 34 years of experience in the financial services industry. He has been with Elliott Cove Capital Management since 2003 and also has a long tenure at Lincoln Investment Planning, Inc. Since 2018, he has assisted with his wife’s cattle-raising farm and is involved in community organizations, serving as a board member of the Stanwood Camano Community Fair and as president of the Tacoma Swiss Sportsman Club. Elliott Cove Capital Management provides fee-based portfolio management to individuals, trusts, corporations, and retirement plan sponsors. The firm uses a disciplined, factor-oriented investment approach centered on diversified index-type mutual funds and ETFs, with specialized services for institutional retirement plans including ERISA 3(21) and 3(38) fiduciary engagements.
Nikolas G
CFP®, Series 63, Series 65
Seattle, WA
Elliott Cove Capital Management
Nikolas Grosch is a CFP® with nine years of industry experience, currently serving at Elliott Cove Capital Management since 2019. His prior roles include positions at Dimensional Fund Advisors and Pathways Financial Partners. Elliott Cove Capital Management provides fee-based portfolio management to individuals, trusts, corporations, and retirement plan sponsors, emphasizing disciplined asset allocation and diversification through index-type mutual funds and ETFs. The firm maintains a multi-office structure with a specialized institutional retirement-plan practice offering 3(21) and 3(38) fiduciary services.
Nickola W
Series 63, Series 65
Seattle, WA
Elliott Cove Capital Management
Nickola Whittle is a financial advisor at Elliott Cove Capital Management with 10 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Elliott Cove since 2015. Outside of her advisory role, she owns and operates a bookkeeping and computer assistance business that she manages on weekends. Elliott Cove Capital Management provides fee-based portfolio management to individuals, trusts, corporations, and retirement plan sponsors. The firm emphasizes disciplined asset allocation and diversification using index-type mutual funds and ETFs, operating under an efficient-market, factor-oriented investment philosophy.
Angedd K
Series 65
Seattle, WA
Elliott Cove Capital Management
Angedd Kalsi is a financial advisor with Elliott Cove Capital Management in Seattle, WA, holding a Series 65 credential and beginning his advisory career in 2025. Prior to joining Elliott Cove, he worked at RSM US and has been involved in coaching youth soccer for several years. He currently serves as head coach for a girls' soccer team with Crossfire Premier. Elliott Cove Capital Management provides fee-based portfolio management to individuals, trusts, corporations, and retirement plan sponsors. The firm emphasizes disciplined asset allocation and diversification using index-type mutual funds and ETFs, operating with a factor-oriented investment philosophy overseen by an internal committee.
Christopher C
Series 65
Seattle, WA
Elliott Cove Capital Management
Christopher Chambos is a financial advisor with Elliott Cove Capital Management, holding a Series 65 designation and seven years of industry experience. He has worked at Elliott Cove since 2016 and concurrently holds a management position at Northrim Bank in Anchorage, Alaska. Elliott Cove Capital Management provides fee-based portfolio management to individuals, trusts, corporations, and retirement plan sponsors, emphasizing disciplined asset allocation and diversification through index-type mutual funds and ETFs. The firm offers specialized retirement-plan advising, including ERISA 3(21) co-fiduciary and 3(38) discretionary investment-manager services.
Vili I
Series 63, Series 65
Anchorage, AK
Elliott Cove Capital Management
Vili Isaloi is a financial advisor at Elliott Cove Capital Management with three years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Wells Fargo Clearing and Wells Fargo Bank, NA. Outside of his advisory role, he assists his nephew with special needs through Hearts and Hands of Care, a personal care assistant activity. Elliott Cove Capital Management provides fee-based portfolio management to individuals, trusts, corporations, and retirement plan sponsors. The firm emphasizes disciplined asset allocation and diversification, primarily using index-type mutual funds and ETFs, and maintains a specialized institutional retirement-plan practice offering fiduciary services.