LEADERSHIP

Jeff Powell

Founder & CEO

As Founder and CEO, Jeff strategically guides Elevage Partners’ clients on their wealth management and financial planning needs.

Brian K. Case

Chief Experience Officer

Brian uses his years of advising experience to guide our national team. His goal: Making Elevage Partners service exceed your expectations.

ADVISORS & FINANCIAL PLANNERS

Craig A. Roncaioli

Advisor

As a financial planner, Craig enjoys working closely with his clients to help them face the challenges they meet in different stages of their lives.

Brian Deal

Advisor & Financial Planning Director

Brian is a Certified Financial Planner®. He brings extensive experience in collaborating with clients to align their values and their financial behavior.

Charles Copeland

Advisor

Chuck advises clients and leads the Elevage Partners investment committee.

David Smith

Advisor

That moment when I see the client’s shoulders relax and they start to breathe easier and gain confidence in their plan… that’s the good stuff, knowing they will be sleeping better at night.

Chad Watt

Advisor

Chad is happy to be able to embrace his role as an independent financial advisor and fiduciary who can provide clients with unbiased financial advice.

Chris Beede

Financial Planner

After turning the page on a full career in corporate finance in the retail financial services industry, Chris is happily focused on pursing his interests in personal financial planning.

CLIENT SUPPORT

Kristina Gambino

Client Service Representative

Sue Holland

Client Service Representative

Leah Sturgis

Client Service Representative

BEHIND THE SCENES

Brittany Fowler

Operations Manager

William Stephens

Communications Manager