Elevate Capital Advisors

Thomas Damon is a financial advisor at Elevate Capital Advisors with four years of industry experience. He holds the Series 66 designation and has previously worked at Northwestern Mutual Investment Services LLC and in roles including Jake Blum and Total Relocation Services. Elevate Capital Advisors is a five-advisor team managing approximately $183 million for around 200 clients, including individuals, families, trusts, business entities, and pension plans. The firm employs active management through proprietary strategies that integrate fundamental and technical analysis, using derivatives as hedges or overlays, and offers performance-based fee arrangements for qualified clients.

Shane Fleury is a CFA® charterholder with 20 years of industry experience, currently serving as an advisor at Elevate Capital Advisors. His prior experience includes roles at Northwestern Mutual Wealth Management Company and Elevate Ventures. He is also a member and owner of Elevate Insurance Advisors, LLC. Elevate Capital Advisors is a five-advisor team managing approximately $183 million for about 200 clients, including individuals, families, trusts, business entities, and pension plans. The firm employs active management using proprietary strategies that integrate fundamental and technical analysis, and it offers both discretionary and non-discretionary portfolio management alongside pension consulting and fee-based financial planning.

Kyle Lottman is a CFA® charterholder with nine years of industry experience, currently serving as an advisor at Elevate Capital Advisors in Grand Junction, CO. His prior experience includes roles at Piper Jaffray & Co., US Bank, and Focus Financial. Outside of his advisory work, he holds treasurer positions with the Grand Valley Anglers and the Independence Ranch HOA, and serves as a director providing financial oversight for the Royce Hurst Humane Society. Elevate Capital Advisors is a five-advisor team managing approximately $183 million for around 200 clients, including individuals, families, trusts, business entities, and pension plans. The firm employs active management strategies combining fundamental and technical analysis, uses derivatives for hedging, and offers performance-based fee arrangements alongside traditional portfolio management services.

Kenneth Armstrong Jr. is a CFP® and ChFC® with 26 years of industry experience. He is currently with Elevate Capital Advisors and previously worked at Northwestern Mutual Wealth Management Company and Northwestern Mutual Investment Services, LLC. Armstrong is also a member and owner of Elevate Insurance Advisors, LLC, where he is active as an insurance agent. Elevate Capital Advisors is a five-advisor team managing approximately $183 million for about 200 clients, including individuals, families, trusts, business entities, and pension plans. The firm employs active management using proprietary strategies that combine fundamental and technical analysis, and it offers discretionary and non-discretionary portfolio management alongside financial planning services.

Christopher Silversmith is a financial advisor at Elevate Capital Advisors in Eagle, CO, holding Series 65 and Series 66 licenses with six years of industry experience. He has worked at Elevate since 2022 and previously at LPL Financial LLC from 2020 to 2022. In addition to his advisory role, Silversmith owns Silversmith Legal, LLC, a law firm specializing in estate planning, estate administration, tax, and real estate matters. Elevate Capital Advisors is a five-advisor team managing approximately $183 million for around 200 clients, including individuals, families, trusts, business entities, and pension plans. The firm employs active management using proprietary strategies that combine fundamental and technical analysis, with an emphasis on continuous monitoring and rebalancing, and uses derivatives for hedging within separately managed accounts.