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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

Client Service Mailing Address

9513 West 11000 North #432
Highland, UT 84003

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

MOUNTAIN STATES

Park City Meeting Space

PARK CITY PEAKS HOTEL
2346 PARK AVENUE
PARK CITY, UT 84060