Eric E. Elek, CFP®
Eric is the founder and president of Elek Wealth Management, LLC, and has been a Registered Representative of Commonwealth Financial Network® (member FINRA/SIPC) since 2001. Prior to joining Commonwealth, Eric was a registered representative with The Advisors Group.
Eric is a CERTIFIED FINANCIAL PLANNER™ professional holding FINRA Series 6, 7, 63, and 65 securities registrations, and is life, health and accident insurance licensed. Eric helps high-net-worth individuals design a financial plan that is tailored to their unique situation while managing investable assets in a broadly diversified manner.
Eric graduated from Texas A&M University with a BS in finance. While at Texas A&M, he was a nationally ranked tennis player on the Aggie tennis team. The relationships that were initially created at A&M gave Eric the opportunity to build a strong client base in Texas to complement his Western Pennsylvania client base. Along with tennis, Eric and his wife, Elizabeth, and son, Henrik, love to explore the great outdoors of Western Pennsylvania, with their primary residence in Ligonier. Elizabeth and Henrik also enjoy the opportunities to accompany Eric on his regularly scheduled trips to Texas to visit friends and family.
Michael joined Eric in 2013, assisting in everyday duties including meeting preparation with existing and potential clients. Michael’s background in leading high caliber sales and marketing divisions in competitive Southwest Florida real estate environments, as well as his abilities in asset management, leadership, and creating strategic marketing plans, have been beneficial in his role as operations manager.
Michael and his wife, Mia, live in Ligonier and enjoy spending time with their children and grandchildren, as well as golf and church activities.
Client Relationship Manager
Holly started a 35-year banking career with Mellon Bank in 1976. She moved to Ligonier in 1979 to further her banking career and for 20 years worked as a community branch manager for Citizens Bank.
In the three years prior to joining Elek Wealth Management, Holly was the executive director of the Ligonier Valley Chamber of Commerce, serving as a representative of the community. An advocate for the Chamber, Holly planned and implemented the many events that Ligonier is known and loved for. Before being appointed executive director, Holly sat on the Chamber’s Board of Directors.
Holly previously served on the Board of Directors of the Ligonier Valley YMCA and is an active member of the Ligonier Rotary Club serving as the interact liaison. Holly also sits on the Local Advisory Committee of the Eastern Westmoreland Career and Technology Center, the Latrobe Industrial Consortium, and is a committee member of the Professional Development Committee and the RAMS (Recognizing Amazing Merchants and Students) Committee of the Ligonier Valley School District.
Holly and her husband, Jerry, live in Ligonier Township. Holly’s son, Nash Paulin; his wife, Jenn; and their son, Lincoln, reside nearby. She enjoys golfing and spending time with her family.