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Michael Jr. A

Series 65

Bend, OR

Elevation Capital Advisory

Michael Jr. Angus is a financial advisor at Elevation Capital Advisory in Bend, OR, holding a Series 65 designation with four years of industry experience. His prior work includes roles at G5 Search Marketing and Merit Wealth Management, as well as a position at Sweet Tooth Candy Shoppe. Elevation Capital Advisory serves individual and high-net-worth clients with discretionary and non-discretionary asset management and ongoing financial planning. The firm offers investor education through public seminars and workshops and employs client-specific investment strategies that include technical analysis, portfolio monitoring, and quarterly reviews.

General retirement planning Cash flow / budgeting
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Ryan S

Series 65

Bend, OR

Elevation Capital Advisory

Ryan Sanford is a financial advisor at Elevation Capital Advisory with 11 years of industry experience. He holds a Series 65 designation and has been with Elevation Capital Advisory since 2016. Sanford also operates an affiliated insurance business, spending part of his time offering fixed insurance products. Elevation Capital Advisory provides discretionary and non-discretionary asset management and financial planning services to individual and high-net-worth clients. The firm manages approximately $252.9 million across 631 clients, employing customized asset allocation and regular account reviews that include rebalancing and tax-loss harvesting.

General retirement planning Cash flow / budgeting
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