ADVISORS & FINANCIAL PLANNERS

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

Leah Sturgis

Client Service Representative

OPERATIONS

Jeff Powell

Founder & CEO

Brian K. Case

Chief Experience Officer

Brittany Fowler

Operations Manager

William Stephens

Communications Manager