Get to know the team!
You have worked hard for your wealth. Who will you trust to grow and protect it?
Consider Elevate: We are a specialized team of professionals focused on reducing unnecessary risk and making sure your financial household is in good shape.
Ben started ironing his dollar bills from his paper route when he was 10 years old, and he has been strategizing how to take care of money ever since.
Ben is a Financial Advisor, President and Founder of Elevate Wealth Advisors. He has worked extensively in the field of financial management since 1997. He genuinely enjoys reading Prospectuses and Contracts (not joking here!). Ben ensures that our office is up to date on industry changes and investment updates. He plays an essential role during Client Strategy Sessions in reviewing how your wealth is working for you, and what we’re doing to reduce unnecessary risk.
A graduate of Portland State University with a degree in Finance, Ben is a CFA® charter holder, has a Certified Financial Planner™ designation through the Certified Financial Planner Board of Standards, and holds a Chartered Financial Consultant designation. He is a Registered Principal for, and holds securities registrations 7, 24, and 63 with LPL Financial. Ben is currently the President Elect of the Board of the Oregon City Chamber of Commerce. Ben, wife Marki, twin boys Collin and Cormac along with third son Cameron live in West Linn. Ben enjoys spending time with his family, Taekwondo, Cub Scouts, and kayaking. Ben is also currently writing a book about our propriety Playbook process for organizing clients’ financial household.
Daniel loves coaching clients through their Playbook as well as having a dialogue regarding their overall financial goals, strategies, and implementation.
Daniel is also an LPL Financial Advisor at Elevate. He meets with you at least once per year for your Strategy Session. His favorite part of the job is facilitating our Playbook process and educating you on where your financial household is, where it could be, and how to get there.
Daniel brings a wealth of experience having served clients since 1999. He earned his Master of Divinity from Multnomah University in 2013 and became a Certified Financial Planner™ in 2017. He holds securities registrations 7, 63, and 65 with LPL Financial. Daniel is a proud native Oregonian and lives in North Portland with his wife, Meginn, and two children, Evie and Harold. He enjoys his family, his church, and hearing others’ stories. Daniel is also the Chair Elect of the Oregon City Chamber of Commerce Ambassadors.
When we really need something done, we turn to Kay.
Kay is our Director of Research. She handles all of your special projects and unique requests. This is right up her alley since she loves researching and solving problems. Most of what she does for you is behind the scenes, but you can rest assured that she is keeping us all up to date on the movements of markets while running the office like a well-oiled machine. When we’re working on a special project for you, it’s most likely Kay tracking it to completion.
Kay has been involved in the investment management business since 1993. She was raised in Beaverton Oregon and earned her BS in Finance and BS in Marketing from the University of Oregon in 1992. Prior to joining the firm, she spent 18 years as an international and domestic equity trader at Columbia Management in Portland Oregon. Kay lives in West Linn with her husband and 2 children. She enjoys being outdoors with friends and family whether it be on a golf course, wine tasting up and down the west coast, or at Oregon Duck football games where she has been a season ticket holder since 1995.
Jacquelyn is often the first person to greet you with a smile, in person or on the phone.
Jacquelyn is our Officer of First Impressions. Her goal is to make your experience with our team unforgettable. Jacquelyn holds your hand throughout the paperwork process as well as controls the Elevate Calendar for meetings. Don’t be shy about calling our office—just a few minutes with her and your day will be better for it!
Previously employed as a massage therapist, Jacquelyn brings the same supportive and caring attitude to the world of finance. She lives in Oregon City with her husband and her pug mix Moby, who really likes coming to the office, so don’t be surprised if you get the opportunity to meet him the next time you have a meeting. Jacquelyn enjoys the great outdoors: both hiking and kayaking. She is also a huge Elvis Presley fan.
Call Us to find out more about Our Team!