Elite Team

Get to know the team behind ERT

Anton J. Anderson

Executive Partner & Chief Executive Officer

Anton J. Anderson

Anton Anderson began his career in 2003 with Smith Barney while studying entrepreneurship in college and graduated from the University of California, Santa Barbara, in the top 3% of his class.

In 2008 Anton co-founded SPL Financial, which grew into a thriving practice, before selling in 2014 to start Elite Resource Team.

Elite is recognized as one of the top training companies for Financial Advisors and Accountants, with thousands of clients across North America. As CEO, Anton spends most of his time on medium and long-term strategic company initiatives.

Anton is a published author and has lived in the United States, Australia, and the United Kingdom. He resides in San Diego, CA, with his wife and three children. Outside of work, he is an avid surfer and is involved in numerous charitable organizations.

Paul Latham

Executive Partner

Paul Latham

Paul Latham is a serial entrepreneur who qualified as a Chartered Accountant with Latham Crossley and Davis, becoming a Partner in 1986 and Head of Business Services in 1993.

When Lathams was sold to Tenon Group Plc in 2001, Paul became National Head of Business Planning at Tenon.

Paul left Tenon to become Finance Director at Debt Free Direct Group Plc where he was a Founding Director and helped to take the business “Public”.

Paul emigrated to the USA in 2011 and has since developed several business interests, including being a Founding Partner of HaydenRock Solutions and Elite Mastermind (which today are both incorporated as part of Elite Resource Team).

 

Daniel Gorriaran

Executive Partner & Chief Technology Officer

Daniel Gorriaran

Daniel Gorriarán began his career after graduating in 1987 with degrees in Economics and Business-Management. He immersed himself in the manufacturing sector leveraging technology and training for increased profitability and sustainability.

Over the past 35 years, he has been President and CEO of a Rhode Island-based manufacturing company and CEO of a wholesale distribution company.

In 2014, he partnered with Paul Latham to develop the BIZ-Diagnostic platform built on proven business improvement strategies. BIZ-Diagnostic eventually became the Proactive Planning Platform for Haydenrock Solutions and Elite Resource Team.

Today, Daniel is the Chief Technology Officer of Elite, focusing on constantly updating and improving technology efficiencies, including the Proactive Planning Platform and all partner websites, to ensure a smooth and effortless experience for all our clients.

Outside of work, Daniel is passionate about his hometown. He serves on several community and non-profit boards. He is also a champion rower and rowing coach, training each day and "competing at a reasonably high level for an old guy." He is married to Cindy, and they have two twenty-somethings building their careers and families.

Ian Welham

Partner & Proactive Facilitator

Ian Welham

Ian Welham began his career qualifying in the UK as a Chartered Accountant with Ernst & Young. He then left public practice and became CFO of a Barcelona-based publicly traded company. Subsequently, Ian held CEO and COO positions in Hong Kong, The Netherlands, Belgium, and the US.

In 2016 he co-founded HaydenRock Solutions working hands-on with CPA firms to help them become 21st-century accountants.

Following the merger of Elite Resource Team and HaydenRock in 2020, Ian now focuses on building relationships with Elite members and providing them coaching services to help them Maximize Business Potential and become the Most Relevant Advisor to their clients.

He resides in New Jersey with his wife, Linda. They have twin daughters. He is a devoted Manchester United “football” fan and an avid golfer.

Jena Wilson

Senior Director

Jena Wilson

Jena Wilson began her career in 2011 in the hospitality business after graduating from Rutgers University, New Brunswick, with a major in Communication. She specialized in sales, event management, and marketing before shifting to financial services in 2014.

Jena quickly saw the opportunity for Accountants to partner with Financial Advisors to maximize their business potential - she later helped launch HaydenRock Solutions as an integral part of their team since its inception. In 2020, Elite Resource Team and HaydenRock joined forces.

Now, Jena works hand in hand with all members of our communities, empowering them to build synergistic partnerships.

She currently resides with her fiancé and puppy in New Jersey. Outside of work, Jena is a yoga enthusiast, fashion sketcher, and anthophile (lover of flowers).

Sarah Schariest

Chief Marketing Officer

Sarah Schariest

Sarah has worked with high-growth B2B companies in the financial services, fintech and healthtech spaces for nearly 20 years. She has helped grow bootstrapped companies from $0-20M in revenue, and her focus is creating consistent predictable quality demand that drives revenue at an efficient cost. 

Sarah currently resides in South Florida with her family where she enjoys spending time outdoors at the beach and on the boat. 

Tim Gacsy

In-House CPA

Tim Gacsy

Tim brings over 25 years of experience in finance, tax strategy, and advisory leadership to his role as In-House CPA at Elite Resource Team. He plays a dual role—leading the firm’s internal financial operations and supporting a national network of advisors and accountants through strategic tax planning and proactive financial guidance.

At Elite RT, Tim oversees all aspects of financial reporting, forecasting, tax compliance, and internal controls. He also serves as a key contributor within the firm’s Virtual Family Office, helping advisors implement customized tax strategies for business owners and high-net-worth clients across the country.

Tim’s career includes senior leadership roles at Private Client Services, LPL Financial, and Enterprise Community Investment, where he not only managed financial and regulatory operations but also worked closely with advisors to improve their tax planning strategies, streamline back-office functions, and deliver greater value to their clients. His experience spans cost basis reporting, LIHTC fund management, renewable energy finance, and advisor enablement within broker-dealer and RIA platforms.

He also served as a strategic tax advisor at McGill & Hill Group, consulting directly with high-net-worth business owners—particularly in the dental and medical sectors—to optimize financial performance and reduce tax liabilities.

Earlier in his career, Tim worked at Ernst & Young and CohnReznick, advising Fortune 500 companies on R&D and historic tax credits, real estate finance, and complex tax structures. He also served as an adjunct professor at Winthrop University, teaching courses in finance and accounting within the Department of Accounting, Finance & Economics.

Tim holds CPA licenses in North and South Carolina and maintains FINRA Series 27 and 99 credentials. He earned his MBA in Finance and Decision Modeling from Indiana University, a Master of Business Taxation and a B.S. in Accounting from the University of Southern California. He is also credentialed as a Personal Financial Specialist (PFS) and Chartered Global Management Accountant (CGMA) through the AICPA.

Lindsay Czajka

Virtual Marketing Manager

Lindsay Czajka

Lindsay Czajka is the Virtual Marketing Manager at Elite Resource Team. She began her career after earning her Bachelor’s degree in Marketing and Communication from Rutgers University.

Lindsay started out in retail, specializing in visual merchandising and in-store marketing, where she managed multiple teams and personalities across several locations simultaneously. In 2020, she transitioned into the financial services space at Elite Resource Team, bringing with her a strong creative eye, organizational skills, and a people-first approach.

In her current role, Lindsay works closely with advisors and accountants to help them define their value proposition and grow their businesses through thoughtful, effective digital marketing. Known for her friendly, relatable style, she is a self-motivated, solution-oriented marketer who enjoys collaborating one-on-one with members of the Elite community.

Lindsay lives in New Jersey with her husband, daughter Lucy, and their dog, Gigi. Outside of work, she enjoys cooking, trying new restaurants and spending quality time with friends and family.

Tracy Miller

VFO Liaison

Tracy Miller

Tracy Miller began her career after attending San Diego State University, where she received her Bachelor's Degree in Kinesiology. She later received her Masters in Health and Wellness Psychology from the University of the Rockies.

She has worked within several settings in the health and wellness space, notably an Integrated Physical Medicine office, where she managed and oversaw the day-to-day operations of the office and helped to open a second office from the ground up. This integrated approach (Medical doctors, chiropractors, physical therapists, exercise specialists, and massage therapists) compliments what Elite Resource Team has built: a collaborative one-stop shop. In this industry, financial advisors, accountants, and the Virtual Family Office work together to investigate personal needs/problems and to provide a solution full of value to the client.

Tracy has taken her past experiences and evolved into her position as the VFO Liaison. All the roles she has held have been client/people-forward, and she has helped to guide, diffuse situations, and investigate to problem-solve, which she continues to excel in at Elite.

She currently lives in Pasadena, CA. Outside of work, Tracy is a Yoga teacher (loves to teach and take classes), avid baker and cook, and enjoys a good book.

James Sanford

Managing Program Director

James Sanford

James Sanford 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 boutique real estate and investment company - 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 joined Elite 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 and enjoys working out and playing sports. He currently resides in Denver, Colorado.

 

Rachael Hopson

Member Relations Manager

Rachael Hopson

Rachael brings over 12 years of experience in healthcare recruiting, with a focus on building strong relationships and scalable recruiting systems that drive long-term growth.

As Member Relations Manager at Elite Resource Team, Rachael will focus on bringing a relationship-driven and systems-focused approach to advisor and accountant recruiting, member onboarding, and long-term member success. She will work closely with members and strategic partners to help ensure a seamless, high-value experience across the ERT community.

A South Jersey native, Rachael recently traded city life for the Jersey Shore. Outside of work, she enjoys staying active, photography, cooking, spending time on or near the water, and is a lifelong Philadelphia sports fan.

Tray Valdes-Dennis

Operations Manager

Tray Valdes-Dennis

Tracy Valdés-Dennis began her career in customer relations over 25 years ago, helping manage her family’s business in Belize. After graduating from college, she entered the hospitality industry as a Restaurant Manager where she further developed her client service skills.

In 2010, she joined Edward Jones as a Branch Office Administrator, quickly advancing to a senior role through her focus on client advocacy and process improvement. After she relocated to Colorado Springs, Tracy brought her passion for client advocacy and leadership to the Level 5 Financial Team in 2019 as Office Manager.

Now, Tracy ensures operational efficiency as an Operations Manager at Elite, overseeing everything from transactions and event planning to advisor commissions and CRM data integrity.

She currently resides in Colorado with her husband and two fur babies. Outside of work, Tracy is a nature enthusiast, home baker, and DIY aficionado.

Sarah Freitas

Member Success Manager

Sarah Freitas

Sarah Freitas began her career after graduating from the University of California, Santa Barbara, where she studied Sociology with a minor in Applied Psychology and served on the Community Affairs Board. Her academic focus on human behavior, systems, and community development shaped her early work in the nonprofit sector, where she supported environmental organizations through professional fundraising and relationship-based outreach.
 

As her career evolved, Sarah recognized her strength in supporting individuals within growing communities—helping them stay engaged, confident, and equipped to succeed. That path led her to Elite Resource Team, where she now serves as the Member Success Manager.

In this role, Sarah is the primary point of contact for advisors, ensuring members are supported, connected to the right resources, and progressing toward their goals within the program. She works closely with members to drive adoption, remove roadblocks, and maximize the value of Elite Resource Team’s collaborative model.

Sarah currently lives in sunny San Diego and enjoys spending time outdoors, being with family, and volunteering with nonprofit organizations.

Bridger Silvester

Proactive Facilitator

Bridger Silvester

Bridger has been on the operations side of the finance industry for over 7 years. He is a Certified Scrum Master and has a Bachelor's in Finance from Western Governors University. Prior to working for ERT, he worked with ERT through SDP Personalized Planning, a local financial advisory firm.
 
As a Proactive Facilitator within ERT, Bridger leads member's clients through the Fast Track leading to quicker ROI and sustained relationships between ERT and its members, and between members and their clients.

Bridger and his wife Tara live in Layton, Utah and enjoy exercise, travel, searching for treasure in the summer, and spending time with friends and family.

Evan Anderson

Proactive Facilitator

Evan Anderson

Evan Anderson is a jack-of-all-trades with a storied career that reflects that fact. His career began in restaurant management first in a chaotic, family restaurant and ending in high-end hospitality. After completing his bachelor's degree in communications, he moved into the entertainment industry where he spent several years working at the FOX 9 Television Station, broadcasting across Minnesota. Maintaining several roles including talent coordination, master control operations, and directing.
 
Life then led Evan to Hollywood where he honed his coordinator skills working as a Stage Manager at the FOX Studio Lot. He supported the production teams of television shows, movies, commercials and music videos in navigating lot services. Evan worked to provide the best service a production could ask for, maintaining the ideal that service and cooperation is the prime strategy to create an excellent final product.
 
Evan has now joined the Elite Resource Team and is thrilled to bring his commitment to excellent service to his role as Proactive Facilitator. He believes that focusing on people first is a key to successful partnerships in a field primed for cooperation. Evan, his wife, and his dog reside in Salt Lake City, Utah where they thoroughly enjoy getting out into nature in their free time!

Jesse Foster

Content Marketing Specialist

Jesse Foster

Jesse Foster is a direct response copywriter who has worked directly with Grant Cardone and Frank Kern. Over the past 10 years he has built numerous funnels, thousands of emails, and written video scripts for events such as the 10XGrowthCon in Miami that brought in over 20,000 attendees. Jesse currently resides in South Florida with his family where he enjoys the warm weather and the beach.

Jake Johnson

Paid Ads Specialist

Jake Johnson

Jake has held marketing positions for several software companies, including On Hand Software, EnFlyer and SPSS Inc.  He has also been a Marketing manager for a leading conference and tradeshow provider in the printing industry.  This provided an extensive background in website design and promotion, print design and database marketing.

Jake also worked for Century 21 for nearly a decade before opening his own real estate brokerage, through Internet only advertising. Jake handles all of the paid search and search engine optimization for the website.  

Since 2007, Jake has been consulting to assist clients with increasing their online presence and help work towards company benchmarks. He continues to consult and manage the paid search and SEO programs for multiple companies.

Seth Hartford

Elite Program Specialist

Seth Hartford

Seth began his career with Elite Resource Team shortly after transitioning from a customer service background having broken several sales and service records within his previous company.

In 2021, Seth moved from his previous base in New Hampshire to Las Vegas, Nevada, where he’s currently enjoying the change of environment and lifestyle.

As a member of ERT’s internal team, Seth works closely with James Sanford and Michael Apollonsky to ensure that customers not only receive a warm welcome to the Elite model, but also take home what is most beneficial to them in their current situation.

Outside of work, Seth enjoys competing in table tennis tournaments, playing piano, aviation, traveling, and cooking.

Taylor Pratt

Virtual Marketing Associate

Taylor Pratt

Taylor earned her Bachelor of Science in Fashion Merchandising from Philadelphia University and began her career in retail in 2011. She has specialized in buying, visual merchandising, and product strategy, with a strong foundation in trend analysis and brand development. Taylor brings a creative and detail-oriented approach to every project, helping businesses connect with their audiences through strategy and storytelling. Her background naturally led her to digital marketing as the right next step where she now applies those skills on the ERT Marketing team. 

Jake Latham

Data Manager

Jake Latham

Born and raised in England before moving to the US in 2011, Jake Latham initially joined Elite Resource Team in 2024, before becoming Data Manager in January 2026. His work focuses on improving reporting systems, organizing member training data, and streamlining accounting processes. He has developed tools that link operations and generate accurate KPIs, helping make day-to-day functions more efficient.

Jake studied Business Management, with a focus on entrepreneurship, at Bentley University, graduating Magna Cum Laude in December 2025. Outside of work, he enjoys playing and watching “football” and golf.

 

Lindsay Morris

Proactive Coordinator

Lindsay Morris

Lindsay Morris is a Proactive Coordinator with a background in integrated marketing communications and professional storytelling. She brings a strong foundation in clear, thoughtful communication, developed through experience as a journalist, public relations contributor, and client-facing coordinator within a marketing agency environment.

Lindsay graduated from California Polytechnic State University, where she studied journalism, public relations, and Spanish. Her academic and professional work reflect a passion for connecting people, facilitating meaningful conversations, organizing complex information, and supporting collaborative relationships. She is especially skilled at quickly understanding diverse individuals and priorities, enabling her to anticipate needs and provide effective, proactive support.

As a Proactive Coordinator with Elite Resource Team, Lindsay supports members and their clients through the Fast Track process, helping drive quicker ROI while fostering strong, long-term relationships between ERT, its members, and their clients. 

Based in San Diego, Lindsay enjoys playing beach volleyball, spending time with family, and volunteering with local non-profit organizations.

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