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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
Chad Watt (413) 269-3688 chad.watt@elevagepartners.com

CLIENT SUPPORT
Leah Sturgis (435) 565-6369 leah.sturgis@elevagepartners.com
Brittany Fowler (619) 359-8945 brittany@elevagepartners.com
Trish Griffee trish@elevagepartners.com

OPERATIONS
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

MOUNTAIN STATES

Park City, Utah

2750 RASMUSSEN ROAD
SUITE 105
PARK CITY, UT 84098

EAST COAST

Massachusetts Office

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