President, CCO Elevation Capital Advisory, LLC
Investment Advisor Representative
Pete is a financial advisor at Elevation Capital Strategies and an Investment Advisor Representative of Elevation Capital Advisory, LLC and Global Financial Private Capital LLC. Pete specializes in guiding retirees and pre-retirees in creating a financial game plan that they can rely on in retirement. Pete currently holds Series 65 industry exam and registration as a Fiduciary Advisor. He currently resides in Bend, Oregon, which is the perfect setting to foster his enthusiasm for fishing and all things outdoors.
Investment Advisor Representative
Ryan is a financial advisor at Elevation Capital Strategies and an Investment Advisor Representative of Global Financial Private Capital LLC. Ryan specializes in guiding retirees and pre-retirees in retirement income planning, and wealth preservation. He joined the team at Elevation Capital Strategies in 2014, and holds his Series 65 securities registration and insurance license in the state of Oregon. Ryan brings a great mix of education and experience along with his genuine desire to help people. He holds a bachelor’s degree in accounting and a Master of Business Administration degree. He also has a decade of corporate finance experience where he worked as chief financial officer of a corporation. Ryan is one of those odd people who loves numbers and math. However Ryan also loves to help people, which makes him perfect for financial planning. When he is not working, he is usually doing something outside with his wife and his five kids.
Director of Client Services
Lori is the director of client services at Elevation Capital Strategies and assists clients with various service items and additional requests in regard to their custom retirement plan. She handles new accounts and outstanding service requests to assure they are taken care of in a timely manner. She is also responsible for ensuring a great experience for our clients, managing office workflow and overseeing compliance-related activities. Lori joined the Elevation Capital Strategies team in 2010. In her spare time, she enjoys spending time with her husband and granddaughter.
Client Service Specialist
Saori is a client service specialist at Elevation Capital Strategies and assists clients with various service items and additional requests in regard to their custom retirement plan — specifically for the assets under management portion of the business. She handles new accounts, account transfers, various service items and works directly with clients to ensure they are taken care of in a timely manner.
Saori joined the team at Elevation Capital Strategies in 2013. She resides in Bend with her husband, Randy, and their daughter, Erin. In her spare time, she enjoys listening to music and spending time with her family.
Director of First Impressions
Kaileen is the director of first impressions at Elevation Capital Strategies. She assists with all client events and helps keep our clients connected by coordinating our quarterly newsletter, overseeing the website and managing other various communication outlets.
Kaileen graduated from Oregon State University and joined the team at Elevation Capital Strategies in 2015. She was born and raised in Medford but resides in Bend where she enjoys hiking, exploring, floating the river, playing tennis and spoiling her dogs.
To schedule a time to discuss your financial future and the possible role of insurance or investments in your financial strategy, contact us at 541-728-0321 today!
We are an independent financial services firm helping individuals create retirement strategies using a variety of investment and insurance products to custom suit their needs and objectives.
It can be difficult to make financial decisions without access to information. If you have questions or concerns about your current retirement strategy, feel free to contact us using the form below.
Investment advisory services offered through Elevation Capital Advisory, LLC, an Oregon Registered Investment Advisor, and Global Financial Private Capital LLC, an SEC Registered Investment Advisor. ECA and GFPC are not affiliated. Insurance services offered through Elevation Capital Strategies, Inc.
The retirement kit is provided for informational purposes only. It is not intended to provide tax or legal advice. By requesting this report you may be provided with information regarding the purchase of insurance and investment products in the future.
*Guarantees provided by insurance products are backed by the claims-paying ability of the issuing carrier.
*Our firm provides links to third party articles in an effort to assist users in locating information on topics that might be of interest to them. Information presented has not been verified and is not guaranteed, nor can we attest to the accuracy of information provided. Linking to an article or web site does not constitute a representation of the services offered by our firm nor does it constitute an endorsement by Firm of the sponsors of the site or the products presented on the site. The information is not intended to be used as the sole basis for financial decisions, nor should it be construed as advice designed to meet the particular needs of an individual's situation.