Minneapolis, MN Normandale Lake Blvd Office

T Shives is a financial advisor at Elevation Point Wealth Partners, LLC with three years of industry experience. He holds a Series 66 designation and has previously worked at Morgan Stanley, including roles at Morgan Stanley Private Bank. Elevation Point Wealth Partners is an SEC-registered, multi-team investment adviser managing approximately $8.29 billion in assets. The firm serves individuals, retirement plans, trusts, estates, corporations, and other business entities, focusing on model portfolios that utilize tactical asset allocation across various investment vehicles and incorporates insurance and annuity servicing within its advisory services.

David Benson is a financial advisor at Elevation Point Wealth Partners, LLC with 21 years of industry experience. He holds the Series 63 and Series 65 designations and has previously worked at Innovation Partners LLC, Mount Yale Investment Advisors, and Wells Fargo in various advisory and clearing roles. Elevation Point Wealth Partners is an SEC-registered, multi-team investment adviser managing approximately $8.29 billion in assets with 53 advisors. The firm serves individuals, retirement plans, trusts, estates, corporations, and other entities using model portfolios that employ tactical asset allocation across mutual funds, ETFs, and alternative investments, while integrating insurance distribution and annuity servicing into its advisory services.