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.
Elevation Capital Advisory, LLC
Derrick joined Elevation Capital Strategies in April 2018 as an Associate Producer and Investment Advisor Representative. Derrick’s focus is on helping clients build and maintain their wealth. He develops income plans for those who are at or near retirement, analyzes investment portfolios, and determines future investment strategy allocations for clients. Derrick spent the first 10 years of his career with a life insurance company that specialized in the ultra-high net worth market, where he learned the value of understanding the specifics of financial instruments and the role they play in an overall financial plan.
Derrick holds current CLU® and ChFC® designations from The American College, his Oregon life/health insurance license, his Series 65 securities registration, and is working toward his CFP®. Outside the office, he enjoys spending time with his wife and son, playing sports, and tutoring math.
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.
Marketing and Event Coordinator
Jacqui is the marketing and event coordinator at Elevation Capital Strategies. A recent addition to the team in 2017, Jacqui brings almost three decades of experience in event planning to her role. Past jobs also include working as an administrative assistant in the legal field for more than 20 years, and eight years as a white-water rafting guide. She holds an associate’s degree in legal assistance and a bachelor’s in business leadership and management.
Jacqui is a true Oregonian, born and raised in Albany and now happily residing in Bend. Her husband, children and friends are the most important parts of her life. Away from the office, she can be found hiking, camping, reading books and scrapbooking.
Client Services Specialist
Kim came to us in 2018 after 20 years with the Rogue Valley International – Medford Airport.
Kim completed her training as an Airport Security Coordinator in 2004, and then earned her American Association of Airport Executives (AAE), Airport Certified Employee (ACE) designation in Security in 2007. Her duties at the Airport required her to wear a number of hats, including Security Credentialing Manager, Public Information Officer, and Alternate Airport Security Coordinator. Kim became accredited in airport management with the AAAE in May of 2015. She has served as president of the Oregon Airport Management Association and board member of the NWAAAE Chapter.
2018 brought about some significant changes as she moved to Bend with her family, retired from public service and joined our team at Elevation Capital Strategies. This has been a long-time dream realized and she looks forward to exploring all that Central has to offer. Her passions include: reading, writing, photography, and above all being with family.
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.