Ellevate Advisors

Financial Advisors rarely plan for themselves, like they do for their clients. If something were to happen, the clients might lose their Advisor, the business is likely to collapse, and the Advisor’s family is at risk of losing everything. Ellevate Advisors provides financial planning and business transition consulting for Financial Advisors so that when they sit down to dinner with their family, they can relax because they know that they’ve secured their family’s future and created a business that lasts. I started in the financial services industry with my family’s Ameriprise practice. After passing the Series 7, 66, and OK Insurance exams, I worked as an Associate Advisor for several years, supporting several hundred client relationships, servicing 1-2 dozen retirement plans, and assisting with several business transitions with a client retention rate of over 95%. As a 3rd generation CFP, I wanted to challenge myself with new experiences and left the family firm to provide professional paraplanning for fee-only advisors, while I obtained the credentials of CFP®, CEPA®, ChFC®, and CKA®. I served on the Tulsa Board of the Financial Planning Association, including one term as President. I started the FPA NexGen Tulsa group to support younger advisors. One of the reasons my husband and I started Ellevate is because Financial Advisors deserve to retire too. What does retirement mean to you, your family, and your business? Let’s figure it out together!