Steven V. Elliott

President, Chairman

After 4 years of active duty service in the US Army, Steven began his career in financial services as a Financial Advisor with the Olympia, WA branch of Morgan Stanley Smith Barney. Steven joined partners Patrick McClelland and Sandra Drennon in 2010, thus forming CAPSTONE Investment Group, LLC. As a Partner, Portfolio Manager and Planner, Steven is well-versed in the demands of delivering best-in-class investment options and planning solutions to a diverse clientele. As President and Chairman of CAPSTONE Trust, Steven oversees all company operations ensuring Our Mission is executed while upholding Values of the company and fulfilling the obligations and responsibilities incumbent on a Trustee. Steven believes strongly in the strength of a team over that of a mere individual, and works relentlessly to tap into and implement the experience and wisdom of his colleagues for the benefit of CAPSTONE Trust clientele.

Steven earned his MBA from Oklahoma State University (2007) and his B.S. in International Business from Oral Roberts University (2003). Steven holds the CERTIFIED FINANCIAL PLANNERTM designation.

Steven is married to his wife, Brook and they have 2 daughters. Steven is active serving at his local church and also volunteering his time with the Thurston County Veteran’s Court in Olympia, WA as well as the War Trauma Institute of Seattle, WA.