MEET THE TEAM
The Elevage Partners team – financial planners, wealth management advisors and client service representatives – is here to help you live success.
Planners and Advisors
I’ve spent 39 years in the financial services industry, including 35 years in corporate finance and strategic planning before making a pivot to personal financial planning. I find financial planning tremendously rewarding because it puts the client’s interests first. My corporate experience taught me that the foundation of business success is a strong team commitment to building and consistently delivering a superior customer experience. Finding a way to combine these two elements is what motivates me when I work with Elevage Partners clients. As a big picture strategic thinker, I put my strong analytic skills and experience to work when financial planning. I am currently a candidate for CFP® certification and I have earned a bachelor's degree in accounting from Bucknell University.
Outside of the office, I enjoy golf, cycling and gardening. My wife and I have two adult daughters who currently reside on each coast. We reside in Great Barrington, Massachusetts.
Favorite Quote: “Wherever you go, there you are.”
WEALTH MANAGEMENT ADVISOR
David Smith, CFP®
I joined Elevage Partners in 2014 and I am aim to be your financial Sherpa, with the heart of a teacher. I enjoy taking a pile of paperwork and uncertainty and turning it into a stress-free retirement plan. I hold a bachelor’s degree in business administration from Ashford University, hold a Series 65 license and earned CERTIFIED FINANCIAL PLANNER™ certification in 2021.
Outside of the office I enjoy golf, camping, fishing, hiking, biking and snowboarding. I reside in Eagle Mountain, Utah.
Favorite Quote: “Without love in the dream it will never come true.” – Grateful Dead
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.”
DIRECTOR OF CLIENT SERVICES
I’ve worked at Elevage Partners since 2020, putting my communication, problem-solving and leadership skills to use as director of client services. Personal relationships and honesty are the top values I strive to cultivate and achieve daily. Being able to help others through honest work helps me accomplish this goal. I attended Utah Valley University and I’m also a certified professional photographer.
I enjoy trail running on trails in the Utah mountains and desert, watching my kids play sports and dance, as well as being in the outdoors. My husband and I live in American Fork, Utah, with our two boys and three girls.
Favorite Quote: “I’ve learned that people will forget what you said, people will forget what you did, but people will never forget how you made them feel.” – Maya Angelou
CLIENT SERVICE ASSOCIATE
I joined Elevage Partners in 2021. I’m currently working on a bachelor’s degree in health science at the University of Hartford. In my role at Elevage Partners, I’ve discovered that I love being 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
FOUNDER & CEO
After being in the financial services industry for more than three decades, I’m proud to have built a Registered Investment Advisor firm that, over the last 10 years, has helped clients navigate their individual life journeys, including a pandemic. We are growing, adding exceptional talent to the team and are poised for an exciting second decade. As the practical type, I get up each day contemplating the issues that need to be solved and think about how to best leverage our resources for efficient and effective outcomes. I surround myself with leaders and professionals with complementary skills, knowledge and perspectives. Together, with a broad spectrum of experience and viewpoints, we weave thoughtful and well-vetted decisions into the advice, information and service that Elevage Partners delivers to our valued clients and business partners. I hold a Series 65 license and earned a bachelor’s degree in business administration from the University of Arizona, with an emphasis in portfolio theory and finance.
I enjoy golf, culinary arts, winemaking, hiking and serving as a student mentor with Students Rising Above. I reside in Reno, Nevada, with my wife Lori (who is president of Elevage Partners) and our two furry kids: a pair of Bernese mountain dogs.
Favorite Quote: “You can’t live a perfect day without doing something for someone who will never be able to repay you.” – John Wooden
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 with the Sierras 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
CHIEF INVESTMENT OFFICER
As chief investment officer, I bring more than 35 years of experience in global financial markets to lead the Elevage Partners investment committee and manage our investment models and client portfolios. As a member of the Executive Team, I work with our CEO and president on business strategy and growth initiatives that support our commitment to long-term success for the firm and our clients. Additionally, I contribute to the firm’s work in alternative investments, leveraging my deep experience in managing all aspects of alternative investments for our clients.
From 1988 to 1998 I was a senior portfolio manager of Asset-Backed Management Corp., a leveraged fund focused on residential mortgage-backed securities. From 1998 to 2008, I was a managing director at Credit Agricole Corporate & Investment Bank, where I led the bank’s New York fixed income trading team that handled U.S. structured product securities, including residential mortgage-backed securities, corporate and high yield bonds and derivative instruments.
In 2008 I joined Keybank Capital Markets as a non-agency residential mortgage-backed securities trader, and in 2009 was named co-head of the Mortgage Backed Securities and Structured Product trading desk at Auriga USA, a New York based brokerage firm. Most recently I was a board member of the newly merged Auriga/Natalliance entity, and managed Auriga USA’s series of distressed funds.
I am a graduate of the Hautes Etudes Commerciales in Paris, where I earned a degree in finance. In the U.S., I hold Series 7, 24, 63, 65 licenses.
In my free time, I enjoy skiing, sailing and playing bridge, where I’ve achieved status as a bridge master player. My wife and I reside in Westchester County, New York, where we are close to our four adult children and our first grandbaby.
Favorite Quote: “When you go through hell, keep going!” – Winston Churchill
WEALTH MANAGEMENT ADVISOR
I have more than 20 years of experience in financial services and joined Elevage Partners in 2012. I share the company's passion and vision for helping clients retire successfully. I hold a bachelor's degree in economics from the University of California, Riverside, a master's degree in economics from Cal Poly Pomona. My goal is for Elevage Partners clients to be better off because of the work I’ve contributed to their financial plans.
Outside of work, I enjoy time with family, playing golf and tennis, and reading.