ADVISORS & FINANCIAL PLANNERS

Charles Copeland

Advisor

Chuck shares Elevage Partners' passion for helping clients retire successfully.

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.

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

Leah Sturgis

Client Service Representative

Brittany Fowler

Operations Manager

Trish Griffee

Client Service Representative

EXECUTIVE TEAM

Jeff Powell

Founder & CEO

Brian K. Case, CFP®

Chief Experience Officer