How We Work

How We Work

Our reasons for becoming financial professionals are deeply personal. We repeatedly saw many friends and family struggling to find the help they needed to map out their financial future. We are confident that with our understanding of personal finance, coupled with our training as financial professionals, we can help people better prepare for the future. After years in the business, we believe we have developed a reputation for educating individuals in an easy-to-understand manner so they can grasp personal finance and use those concepts to pursue their financial objectives. We feel a commitment to our community.

Our team approach adds perspective to all we do and provides increased benefits to our clients.

Meet Our Team

Jaylon Ellison, CFP®

Chief Investment Officer


4P Wealth Trust manages assets for individuals, trusts, retirement plans, charitable organizations and businesses adhering to a client centric planning engagement. 4P Wealth Trust provides a comprehensive planning approach paired and...

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Thomas Suydam, CFP®

Senior Portfolio Manager


Thomas has a decade of experience in the financial planning industry which we believe helps him have a unique understanding of what it takes to align his client’s objectives with their desired aspirations. Thomas’s passion...

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