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GIVE US A CALL

800.725.1622

TEAM CONTACT INFO

FINANCIAL ADVISORS AND PLANNERS
Charles Copeland (909) 353-2620 chuck@elevagepartners.com
David Smith (619) 452-1329 david.smith@elevagepartners.com
Chris Beede (860) 333-8333 chris.beede@elevagepartners.com

CLIENT SUPPORT
Brittany Fowler (619) 359-8945 brittany@elevagepartners.com
Trish Griffee trish@elevagepartners.com

EXECUTIVE TEAM
Jeff Powell (707) 888-8086‬ jeff@elevagepartners.com
Brian Case (413) 241-5417 brian.case@elevagepartners.com

WEST COAST

San Diego Office

8880 RIO SAN DIEGO DRIVE
SUITE 800
SAN DIEGO, CA 92108

EAST COAST

Massachusetts Office

THE LONGMEADOW SHOPS
734 BLISS ROAD
SUITE 1
LONGMEADOW, MA 01106