Putting Our Collective Experience to Work for You
We’ve brought together a diverse team of experienced advisors, advisory consultants and institutional investors to form a veteran team that advisors can rely on for expert guidance, support and thought leadership. Our collective experience sitting on all sides of the desk enables us to better understand the unique challenges and opportunities you face on a daily basis. Let us share our knowledge and industry expertise with you.
Our team members have consulted with some of the most successful and respected advisors in the country. We’ve taken these experiences and best practices and have integrated them within our business.
The Elements Financial Group
Nick Scalzo, ChFC, CLU, Managing Member Elements & Co Managing Member Avantria
Nick Scalzo founded The Elements Financial Group, a multi-strategist TAMP with approximately $400M in assets under management, with his brother Gaetan in October, 2008. Nick is managing member of TEG. Gaetan Scalzo remains president of the Scalzo’s retail investment firm, Claremont Financial Group, Inc. Claremont Financial is an independent registered investment advisory managing over $160 million in assets for hundreds of clients. Nick and Gaetan have 36 years of cumulative experience as financial advisors and, through this experience, bring the unique perspective of the ‘advisor/client’ relationship to The Elements Financial Group.
Jeff Olsen, President
Prior to joining The Elements Financial Group in May 2008, Jeff Olsen served as Regional V.P. with John Hancock Wood Logan. Over his nearly 15 year career at John Hancock his roles included management of internal sales and marketing for the Western U.S. as well as wholesaling mutual funds, variable annuities and separately managed accounts. He is a past recipient of the Outstanding Sales Achievement Award.
Olsen graduated magna cum laude from the University of California Irvine with a BA in Social Ecology and an emphasis in Psychology. He holds his series 7, 63, 65 and 24 securities licenses, life and variable insurance licenses and is a certified continuing education instructor.
Richard R. Lavin, Chief Legal Officer / Chief Compliance Officer
Rick Lavin brings to Elements extensive business, legal and regulatory experience in the financial services industry, including a 20-year relationship with Fidelity Investments: as Executive Vice President; as Deputy General Counsel; as Chief Litigation Counsel; and as a Law Firm Partner. His work with Fidelity spanned the areas of investment management, product development, retail and wholesale distribution, and back office support for investment advisors and broker/dealers. In addition, Rick provided leadership and strategic direction to more than 150 Legal, Compliance and Risk Professionals.