ELITE RESOURCE TEAM'S STORY
In 2014, Anton Anderson and Ken Smith joined forces to start Elite Resource Team. Their vision was based on 40+ years of industry experience as individual producers, business owners, and success coaches.
A team of like-minded professionals who came together to build a better model to produce better results.
Kenneth Smith, Managing Partner
Ken began his career in 1993 working with Lincoln National. He graduated from Tampa College with a degree in Management and Marketing. After starting his own financial advisory firm in 1994, his focus shifted to financial planning with a tax mitigation emphasis. In 2003, he developed an expertise in tax efficient retirement planning, which allowed him to maintain his position in the top 1% of all financial professionals. In total, he qualified in the top 1% for 18 straight years of his career. In 2010 he accepted that there was a dramatic change going on in the financial planning arena and began working with CPAs. He currently resides in Laguna Hills, CA with his wife Fariba. Outside of work, he enjoys church and working out. He is also an accomplished public speaker and has given talks to tens of thousands of people over the years.
Anton Anderson, Managing Partner
Anton began his career in 2003 with Smith Barney while studying business. He graduated from the University of California, Santa Barbara in the top 3% of his class. In 2008 he co-founded SPL Financial, which grew into a thriving practice. He has developed a diverse career as an investor, advisor, and CPA consultant.
Anton is a published author, and has lived in the United States, Australia, and the United Kingdom. He currently resides in San Diego, CA. Outside of work, he is a competitive surfer, avid public speaker, and is involved in numerous charitable organizations.
Giselle Anderson, Executive Assistant
Giselle began her career in 2008 working in various administrative roles in law firms after graduating with a degree in Criminal Justice from San Diego State University. She most recently was employed in the legal department of a spinal device company and has developed a strong career as an Executive Assistant. At ERT she assists in coordinating numerous aspects of internal operations. Giselle was born and raised in a small coastal town in Maine and has resided in San Diego since 2004. Outside of work, she is an avid runner, enjoys yoga, traveling, photography, and her three puppies.
Ashley Tonelli, Life Insurance Case Manager
Ashley began her career in 2006 working at MetLife. In 2007, she decided to make the cross-country move from Connecticut to sunny San Diego to further her insurance career where she then spent 9 years at LPL Financial mainly focusing on Underwriting and Sales as an Advanced Case Consultant. Ashley joined ERT in 2016 and is currently our in-house Life Insurance Specialist. Outside of work, she enjoys cycling, wine tasting, spending time with her German Shepherd, Maverick, and cheering on her beloved New England Patriots.
Christi Schatzberg, Annuity Case Manager
Christi started her career in Financial Services in 2009 after graduating from San Diego State University with a degree in Economics. She has been in the industry for the past 8 years, working for brokers dealers such as Mass Mutual and LPL Financial before joining us here at Elite Resource Team. Her most recent role with LPL was as an Annuity Consultant where she became the product expert on all available products including VAs, FIAs, fixed annuities, SPIAs, and DIAs. She brings a wealth of knowledge on the annuity industry as a whole. Additionally, Christi holds her Series 7, 66, and 24 securities licenses as well as the California Life & Health license. Christi was born and raised in San Diego and enjoys spending her free time traveling, running, and hiking.
Carmen Valdez, Event Planner
Carmen began her career in 2003 working in numerous administrative roles throughout various industries and services in Tijuana, BC Mexico and San Diego, California. She holds a degree in Business Administration and was most recently employed in an Estate Planning Law Office. At ERT Carmen assists in coordinating all aspects of internal operations. Carmen was born and raised in Tijuana, BC Mexico and has resided in San Diego since 2008. Outside of work, she enjoys running, hiking, yoga, traveling, running half marathons with her husband, rescuing dogs, and spending time with her husband and two doggies.
Michael Apollonsky, Marketing Coordinator
Michael Apollonsky started his career in 2004 by offering internet marketing solutions to financial companies, product infomercial retailers, and online lead generation services. He graduated from San Diego State University with a degree in Marketing and gained a wealth of experience in traditional advertising. After re-evaluating the market, Michael shifted his focus to online marketing and native advertising. His strengths include lead generation, promotional campaigns, and overall online presence. Michael moved to the US from Ukraine in 1998 and currently resides in San Diego, CA. He enjoys playing volleyball and tennis and spending time with his wife and daughter.
James Sanford, ERT Sales Manager
James began his career in 1995 as a financial advisor with The Teacher Consulting Group in San Diego after graduating with a degree in Business Management from the University of Southern Colorado. In 2000, he founded his own boutique real estate and investment company called JD Consolidated Real Estate LLC. The primary focus of his business was to help his clients gain financial independence by repositioning their portfolios with proven real estate strategies. James joins ERT with a strong marketing, business development, and direct sales background. He is also an expert in raising capital for joint venture and investment projects. Outside of work, James is a motivational speaker, attends church, enjoys working out, and playing sports. He currently resides in Long Beach, California.
Tim Barnes, In-House Tax And Business Attorney
Tim has been a tax and corporate attorney since 1999 with an expertise in advising corporations, partnerships, non-profits, and high-income individuals on a wide-range of business and tax strategies. Thomas (aka Tim) has held tax and corporate attorney positions at top tier law firms and Fortune 250 companies in Boston, Los Angeles, and San Diego before founding his own legal practice, Law Office of Thomas C. Barnes, II. He earned a J.D. and LL.M. in Taxation from Boston University School of Law, as well as his M.A. in spiritual counseling to better serve law clients and the community at large.