Chris J. Held CFP®, CRPS® Managing Partner, Private Wealth Advisor
Chris has been helping people in the San Francisco Bay Area for over 19 years. Starting at Wells Fargo Advisors in 2004, he helped clients by educating them on different investment strategies outside of the traditional bank offerings. In 2012, he was recruited by Morgan Stanley refining his practice and gaining the expertise needed to navigate today’s challenging markets by becoming a Certified Financial Planner™. In 2019, he founded Element Wealth Management to with the goal of creating a firm that puts the client first, and to connect with other advisors with the same vision. Chris lives in Walnut Creek, California with his wife, Roxanne, his son Kelly, and Bear the Dog. Originally from Plymouth, Minnesota, Chris is an avid outdoorsman and Vikings fan.
Cortland L. Golightly Managing PartneR, Private Wealth Advisor
Cortland L. Golightly is a professional comprehensive financial consultant. His career in financial services started over 15 years ago as a Divisional Manager for The Hartford. In this role, he covered over 2,200 advisors in Arizona, New Mexico and Nevada as an professional called in when it came to complex retirement income planning and asset management strategies. Cortland further committed himself to helping people by starting his own advisory practice at Morgan Stanley in Walnut Creek. He worked with a team with over 30 years experience working with Chevron Executives. This is also where he and Chris Held crossed paths and worked together for several years and the idea of a future partnership that would be Element Wealth Management was born. Cortland is a faith-based individual who believes on always doing the right thing, especially when no one is looking. He wants to be the person his clients count on to manage their financial affairs so they can spend their valuable time focusing on the things they enjoy in life. In his free time, Cortland enjoys spending time with family, friends and loved ones. Some of his favorite pastimes are snowboarding in Tahoe, wakeboarding on Lake Don Pedro, spending time on the 40-acre family ranch and cooking for his wife Carla and their son Cole.
ROY C. JERROLDS Private Wealth Advisor
Roy C. Jerrolds is a distinguished Private Wealth Advisor with an exceptional track record in the finance industry. With a deep understanding of financial markets and a client-centric approach, Jerrolds has built a reputation for providing tailored wealth management strategies to high-net-worth individuals and families. Armed with a strong academic background in finance and extensive industry experience, he has guided clients through complex investment landscapes, offering professional advice on portfolio diversification, risk management, and estate planning. Known for his integrity and professionalism, Roy C. Jerrolds is committed to helping his clients achieve their financial goals and pursue their financial future with personalized wealth management strategies.
Tiffany J. Shaver Director of Client Services
Tiffany Shaver is an accomplished professional who has served as the Director of Client Services at Element Wealth Management for the past four years. With a deep understanding of the financial industry, Tiffany has been instrumental in building strong client relationships and ensuring exceptional service delivery. Her strategic vision and keen analytical skills have helped elevate the firm's client service standards to new heights. Tiffany's commitment to excellence and her ability to anticipate client needs have been instrumental in driving customer satisfaction and retention. Her effective leadership and dedication to team development have fostered a collaborative and high-performing work environment. Tiffany holds a Bachelor's degree in Law and Society from the University of Santa Barbara. She continues to be a trusted colleague, guiding clients towards their goals with integrity and professionalism.
Holly Dirks Client Services Associate
Holly Dirks is a dedicated Client Service Associate with a passion for delivering exceptional service in the financial industry. With a strong background in customer relations and a keen eye for detail, Dirks has consistently exceeded client expectations throughout her career. Known for her professionalism and ability to build strong relationships, she excels at understanding clients' needs and providing timely and accurate support. Dirks is adept at managing client inquiries, coordinating account activities, and ensuring seamless communication between clients and the advisory team. With her strong work ethic and commitment to client satisfaction, Holly Dirks is an invaluable asset in providing a superior client experience.
Ryan Chand Client Services Associate
Ryan A. Chand is a dedicated Client Services Associate at Element Wealth Management, where he excels in providing exceptional support to clients. With a strong background in customer relations and a meticulous attention to detail, Ryan consistently goes above and beyond to meet and exceed client expectations. Known for his professionalism and friendly demeanor, Ryan is committed to delivering personalized service and building strong relationships with clients, ensuring their needs are met with the utmost care and efficiency. Ryan is currently studying Economics and Philosophy at Saint Mary’s College of CA and enjoys coaching youth soccer when out of the office and classroom.