Elise manages our client service team and oversees the firm’s approach to servicing client accounts, including onboarding, transfers, and ongoing maintenance. She also serves as a primary point of contact with third-party custodians and handles aspects of our SEC compliance.
Elise brings extensive experience in the independent investment advisory business. A native of Ohio, Elise earned her BS from the College of Charleston.
On a Personal Note
While she was born a Buckeye, Elise has called Colorado home since 2007. Whether in the mountains, Maritimes, or Lowcountry, she loves spending time with family and “framily.”
