About

Elevate Wealth was founded on the belief that financial guidance should be personal, creative, and honest — not product-driven.

My path into finance wasn’t traditional. I left home before finishing high school and had to learn early how money really works: managing cash flow, building credit, and investing with intention. What started as necessity became a passion for helping others create stability and long-term opportunity through thoughtful financial decisions.

I began my career at a large financial services firm at the start of 2020. While the experience was valuable, it quickly became clear that much of the industry focuses more on selling products than solving problems. In 2023, I partnered with Scott Summerlin to form Starlifter Financial Partners, with Elevate Wealth created as a division dedicated to modern, client-centered wealth management.

Outside of work, I spend my time downhill mountain biking, snowboarding, and enjoying life with my better half, Sarah, and our dog, Pepper. Those experiences have shaped how I think about risk. In the mountains, risk isn’t avoided — it’s understood, respected, and managed. Investing works the same way. Markets create real highs and lows, and my role is to help clients understand risk versus reward and stay grounded through both.

At the end of the day, I love creating value where it didn’t previously exist — through disciplined investment management, proactive tax strategies, and creative planning that helps clients move forward with confidence."