Elevation Capital Advisory, LLC
Investment Advisor Representative
As President of the Registered Investment Advisory firm, he is responsible for leading the Company's strategy, financial planning operations and business units, and working closely with other principles to direct the vision of the company. He is the original founder of Elevation Capital Advisory, LLC.
As CCO, Mr. Mendell is responsible for overseeing and managing compliance within the organization, ensuring that the company and its employees are complying with regulatory requirements and internal policies and procedures.
Pete is a Financial Advisor at Elevation Capital Strategies and an Investment Advisor Representative of Elevation Capital Advisory. 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.
Director of Business operations, Chief Strategist
Elevation Capital Advisory, LLC
Investment Advisor Representative
As Director of business operations, Ryan’s goal is to ensure that the entire organization runs efficiently while the needs of the clients are managed effectively. As Chief Strategist, Mr. Sanford supports the development and implementation of investment strategies for our clients. He works closely with the CIO to determine the target allocations to various investment vehicles and sectors given the direction of the global economy and market activity.
Ryan is a financial advisor at Elevation Capital Strategies and an Investment Advisor Representative of Elevation Capital Advisory. 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.
Customer Service and Transfer Specialist
Karen Squires is our Customer Service and Transfer Specialist. She has worked as an Administrative Assistant for 16 years and has over 20-years experience working in the financial services industry. She has worked in operations at TD Waterhouse, as a Retirement Specialist for Franklin Templeton Group, and in operations at Citibank. Karen is a graduate of California State University at Chico. She moved to Bend, with her husband Randy and her kitty “Misha,” this past May to enjoy all that Bend has to offer. In her spare time, Karen enjoys hiking, traveling and photography.
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 are offered by Elevation Capital Advisory, LLC through AE Wealth Management, LLC. Insurance products are sold through Elevation Capital Strategies. Investing involves risk, including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values. None of the information contained on this website shall constitute an offer to sell or solicit any offer to buy a security or any insurance product. *Any references to protection benefits or steady and reliable income streams on this website refer only to fixed insurance products. They do not refer, in any way, to securities or investment advisory products. Annuity guarantees are backed by the financial strength and claims-paying ability of the issuing insurance company. Annuities are insurance products that may be subject to fees, surrender charges and holding periods which vary by insurance company. Annuities are not FDIC insured. The information and opinions contained in any of the material requested from this website are provided by third parties and have been obtained from sources believed to be reliable, but accuracy and completeness cannot be guaranteed. They are given for informational purposes only and are not a solicitation to buy or sell any of the products mentioned. 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.