With more than 50 years of combined investment-industry experience and a shared passion for excellence, the members of the Elliott Group have guided investors through many market cycles with a unique long-term perspective and an unwavering commitment to helping clients reach their financial goals.
We know our existing clients appreciate our straight-talking, genuinely caring approach because most of our new clients are referred by existing clients or tax and legal professionals.
The trust each referral implies is incredibly important to us, and our entire team works hard to continue earning that trust every day.
“It is great to be an advisor when markets are going up and accounts are doing well; however, our proudest moments as financial advisors actually come when markets are down and our clients tell us they are still sleeping at night because of the extensive long term planning we do.”
Kent R. Elliott, CIMC®
“Our team has sought industry recognized designations because we believe the perspective that comes with them is valuable to our clients. However, we know one of the most valuable things we bring to client relationships is our experience guiding investors through the history-making economic environments of the past two decades.”
- Kent Elliott
Kent Elliott is a Managing Director and Financial Advisor with The Elliott Group, a private wealth management team managing over 300 million dollars in client assets. A designated Certified Investment Management Consultant (CIMC®) and member of the Investment Management Consultant Association (IMCA®), Kent develops financial plans for a select group of wealthy individuals around the country and manages a dynamic investment process to help these plans succeed. He also collaborates with a network of specialists in every financial discipline – from banking, lending and trusts to high-level financial planning, insurance needs and advanced estate planning. His seasoned knowledge of asset allocation models and strong partnerships with top institutional money management companies worldwide have solidified Kent’s reputation as a trusted Financial Advisor since the onset of his career in 1991.
Since joining Baird in 2009, Kent has been recognized with several honors, including Baird’s Chairman’s Club and President’s Club memberships as well as the Top 10 Award for ranking in the top 10 percent of Baird’s Financial Advisors companywide. Prior to Kent’s career with Baird, he served as Senior Vice President for Wells Fargo and Managing Director with Wachovia Securities. He achieved the highest level of recognition at both firms as a member of their Concord Elite and Premier Advisors programs, respectively.
In 2019 & 2020, Kent was recognized on a list of top advisors in the state of California as a FORBES Best In State Wealth Advisor. These prestigious financial advisors are comprised of firms from across the country and compiled by SHOOK Research. He has also earned third-party recognition as an elite financial advisor in Sacramento Magazine and Sacramento Business Journal on their “Five Star Wealth Managers ” and “Premier Advisors” lists, respectively, which rank the top advisors in local markets. He is regularly invited to share his experience and expertise at Sacramento-area colleges and universities as a featured lecturer.
A Sacramento-area resident since 1969, Kent graduated on the dean’s list with a bachelor’s degree in business finance from California State University, Sacramento.
In his youth, Kent was a nationally ranked extreme athlete in the now-Olympic sport of BMX (Bicycle Motocross). As a college student, Kent founded, owned and operated KRE Company, which manufactured and distributed fishing lures throughout northern California, Oregon, Washington and the East Coast. In his free time, Kent enjoys fishing, golfing and remains involved in the sport of BMX; however, his most prized time away from the office is spent with his wife, Diane, and their three sons, Jacob, Nickolas and Jackson.
California Insurance License #0A93009
Five Star Wealth Manager DISCLOSURE
Investment Management Consultants Association is the owner of the certification mark “CIMC®” and the service marks “Certified Investment Management ConsultantSM,” “Investment Management Consultants AssociationSM” and “IMCA®.” Use of CIMC® or Certified Investment Management ConsultantSM signifies that the user has successfully completed IMCA’s initial and ongoing credentialing requirements for investment management consultants.
Chris is a Financial Advisor with The Elliott Group, a Baird Private Wealth Management team managing over 300 million in client assets. Chris and his team develop financial plans for a select group of wealthy individuals across the country. They also manage a dynamic investment process to help these plans succeed.
Chris has worked in the Financial Services industry since 2014 and was recruited to Baird Private Wealth Management as fully licensed Financial Advisor in 2018. In 2021, Chris joined The Elliott Group which is a team that has guided their clients successfully through the historical markets of the past two decades and has been honored in multiple years as one of Baird’s Most Influential Teams.Chris graduated with Honors from the W.P Carey School of Business at Arizona State University earning bachelor’s degrees in both Finance and International Business. Before joining Baird in 2018, Chris worked for Wells Fargo & Co was recognized with several honors, including the firm’s President’s Club Membership reserved for the top 2% of employees in his division.
Chris is passionate about serving his local community with his time. He is on the Board of Directors for Blue Line Arts, a premier arts gallery in the Greater Sacramento region, and an ambassador for the Roseville Chamber of Commerce. In 2019 and 2020 Chris taught financial literacy courses to high school students throughout the area.
A lifelong California resident, Chris has called Roseville home since 1995. He is an avid snowboarder and enjoys working out as well as hiking the Sierra Foothills. However, his greatest joy is to spend time with his wife Sabrina and their two young boys Joseph and Dominic.
California Insurance License #0M41447
Assistant Vice President, Senior Client Specialist
Diana started her career in the financial services industry in 1993 and leads the team’s operations. Her licenses include Series 6, 63, 65, 7, California Insurance as well as Notary Public. Diana has worked alongside Kent Elliott since 1997 servicing valued clients with utmost level of professionalism. She manages a range of client relationship services, from responding to simple account queries to processing trades and handling complex transactions. Diana’s attention to detail and commitment to excellent was carried over as a Blackbelt Taekwondo where she trained alongside her two sons Sean and Spencer. In her free time today, she enjoys camping, hiking and trail running from marathons, 50k’s to 50-mile distances. When not training, she is volunteering and giving back to the running community.
Senior Client Specialist
Christine has been working in the financial industry since 2013 and holds her Series 7 and 66 licenses. Her genuine care for clients and commitment to their satisfaction over the years has allowed her team to be recognized on more than one occasion as one of the most influential teams at Baird. Christine organizes all formal client communications, coordinates client appointments, updates client financial plans and reviews. She also assists in coordinating events, seminars, and works on the marketing and development of new client relationships. She is a graduate of The University of Nevada, Reno with a double major in Finance and Economics and her work ethic and discipline carry over from the dedication that was required to obtain a first degree black belt in Taekwondo. In her spare time, she enjoys being outdoors with her husband Clint and their two daughters.
Assistant Vice President, Senior Client Specialist
Melissa joined Baird in 2016, she is series 7 and 63 licensed as well as Notary Public.
She began her financial services career in 1990 with a division Dean Witter Reynolds, which later merged with Morgan Stanley. After 15 years Melissa made the move to Wachovia Securities. Wachovia was later purchased by Wells Fargo Advisors. While at Wells Fargo Advisors she earned the distinguished service professional award. After almost 10 years she left Wells Fargo Advisors in search of a firm that believed as strongly as she did about truly servicing and doing what is right for the client. Melissa found that in Baird.
Melissa’s goal is to make our clients lives easier. She focuses on superior client service and relationship building. One of the many things Melissa has loved about her career over the years is connecting with multiple generations of the same family.
Melissa is active in her community and has embraced the Baird culture of giving back. She loves volunteering and helps coordinate our Baird Gives Back event each year.
Melissa lives in Northern California with her husband of almost 30 years and their two daughters. She enjoys family time & road trips. Her hobbies include gardening, cooking and camping.