We are pleased to welcome three new people to the Elevage Partners team: Lori Powell, president; Mark Zembo, wealth management advisor; and Nicole Devane, client service associate.
Throughout my career, I have been motived by the quest to help clients – especially women – make informed and confident decisions regarding their money. One of our company’s key responsibilities to clients is to create meaning about money and ensure understanding about the financial choices they make at any stage of their life journey. Understanding “why” is as important as knowing “how,” and I believe we best serve our clients when their “why” is well planned for. Prior to becoming president of Elevage Partners in 2021, I spent 35 years working in the corporate financial services industry. I’m a Certified Master Business Coach and hold a bachelor’s degree in political science from the University of Washington. I recently earned a master’s degree in professional coaching from Middlesex University in the United Kingdom, and I'm scheduled to begin a doctoral program in 2022.
When not in the office, I enjoy entertaining, reading, rooting for the Golden State Warriors, travel, gardening and solving puzzles. And now that my husband Jeff (Elevage Partners’ CEO) and I have moved to Reno, Nevada, I look forward to doing more hiking now that the Sierras are outside our back door. We have two furry kids, our Bernese mountain dogs.
Favorite Quote: “We make a living by what we get. We make a life by what we give.” – Winston Churchill
Wealth Management Advisor
The clients I work with all have stories and dreams to share – stories of the past and dreams of the future. As an advisor, I love hearing those stories and envisioning a new future chapter with them. I listen, ask questions and find common ground to begin that next chapter. My years of business coaching has taught me the best approach to creating your success is through a team approach – and since 2021 I have been part of the Elevage team after spending 23 years in the financial services industry. As your partner, the Elevage team will uncover opportunities and pitfalls, explain them and advise you in achieving what matters most. I want clients to remember me as someone who made a positive difference in their lives. I hold a bachelor’s degree in finance from Miami University in Oxford, Ohio, and an MBA from Ohio Dominican University. I’m also a Certified Business Coach, and I’ve nearly completed my master’s degree in professional coaching through Middlesex University in the United Kingdom.
I enjoy spending time with my four sons as they pursue their goals in school and sports. I’m also attempting to master the game of golf. I reside in Sunbury, Ohio.
Favorite Quote: “Be the reason someone believes in the goodness of people.”
Client Service Associate
I’m currently working on a bachelor’s degree in health science at the University of Hartford. In my role here at Elevage Partners, I’ve discovered that I love being a part of a team that helps people to understand the importance of financial stability, retirement preparation and managing their finances for long-term financial success.
When I’m not working or studying, I enjoy hiking, creative writing and physical fitness. I have a close, loving family in Springfield, Massachusetts, that includes two older brothers.
Favorite Quote: “Live as if you were to die tomorrow. Learn as if you were to live forever.” –Gandhi