Over a century of collective experience in the financial planning industry

The team at Demand Wealth is passionate about assisting clients with their financial goals. We individually assess your unique financial circumstances and develop strategies that are customized to your needs. Throughout your time with us, we communicate openly and honestly with you in order to increase the efficiency of your portfolio and the likelihood of meeting your goals.

Our Financial Professionals Team*

J. Wade Ellison

Chief Operating & Compliance Officer

Matt Latterell

Digital Marketing Director

Owen S. Lyons, MBA

Portfolio Manager

Chris Elliott

IT Specialist

Emilie Dileonardo

Healthcare Concierge

Stewart Gooding, CFP®

Certified Financial Planner

Jamie S. Siegal, CDFA®

Certified Divorce Financial Analyst

Mike Anderson, CPA®

Certified Public Accountant

Mark Murad

Real Estate Concierge

Rachel Morris

Travel Planner

Ryan Morris

Christian Blog Writer

*Demand Wealth team includes external service providers for whom Demand Wealth has a referral only relationship. Demand Wealth does not receive any compensation for those referrals. For more details, see section 14 of Form ADV.