Financial Advisors | Elevate Financial & Insurance

Team

How We Work

Our reasons for becoming financial professionals are deeply personal. We are confident that with our understanding of personal finance, coupled with our training as financial professionals, we can help people better prepare for the future. After years in the business, we have developed a reputation for educating individuals in an easy-to-understand manner so they can grasp personal finance and use those concepts to pursue their financial objectives. We feel a commitment to our community.

Our team approach adds perspective to all we do and provides increased benefits to our clients.

Meet Our Team

Stephen J. Peterson

Founder & Principal

Stephen is the Founding Partner of Elevate Financial and serves as a Financial Advisor on our team. In his role as such, Stephen offers comprehensive financial analyses and services to a range of clients (including individuals,...

Tony Thornton

Vice President & Chief Financial Planner

Tony is a Partner at Elevate Financial. Tony focuses on business development, analytical data analysis, and client retention, building meaningful relationships while providing clients with solutions to achieve their goals. Inspired by...

Noelle Rodriguez, CLU

Chief Operating Officer

Noelle is the Chief Operating Officer at Elevate Financial Partners. She currently oversees all of the operations, client service, client experience, client onboarding, and financial representative system coordination.

Alana Ratcliffe

Operations Assistant

Alana is the Operations Assistant at Elevate Financial Partners. As the Operations Assistant, she helps with ensuring the smooth and efficient execution of day-to-day business operations with a strong foundation in financial services...

Daniel Marciano, MST, EA

Tax Advisor

Experienced Tax and Accounting Specialist with a demonstrated history of working in the public accounting industry. Skilled in Financial planning, Tax Planning, and Business Advisory. Licensed Enrolled Agent with a Bachelor of Science...

Eric Schultz

Advanced Case Design Specialist

Eric Schultz, brings over 24 years of expertise to the life insurance industry. Known for his meticulous attention to detail and deep understanding of the field, Eric excels at crafting innovative, client-focused solutions that...

Heather Sprague

In House Underwriter

Heather Sprague is a seasoned underwriting professional with 28 years of experience spanning both home office and brokerage environments. She brings a deep and specialized expertise in special risk underwriting, with a strong emphasis...

Jack Jentz

Equity Research Analyst

Jack is an Equity Research Analyst at Elevate, where he focuses on analyzing public equities, monitoring market trends, and providing insights to the investment team. He is currently earning his degree in Economics and Accounting from...

Jason Rotman

Chief Investment Officer

Jason serves as the Chief Investment Officer and Portfolio Manager for Elevate Wealth Advisors, our independent Registered Investment Adviser, and for Axios Capital GP, the General Partner of Elevate Alpha Fund, LP. He brings over two...

Josh Azran, CPA, ABV, CFF, CMA, CGMA, CFE

CPA

Josh is a Certified Public Accountant (CPA) with extensive expertise in tax strategy, business valuation, and forensic analysis. Holding advanced credentials including ABV, CFF, CMA, CGMA, and CFE, he brings a unique skill set that...

Joshua Siegel, JD, LLM, CPA, MBA

Tax Attorney

Joshua has experience advising clients in various transactional capacities: buy-side and sell-side tax due diligence, tax-free reorganizations, tax structuring, reviewing stock and asset purchase agreements, and general tax planning...

Matthew Montesano

Partner, Elevate Planning Plus

With a career foundation as an investment banker, Matt built deep expertise in corporate finance, capital markets, and strategic advisory work. He now serves as the Chief Financial Officer of a publicly traded company, where he...

Michael Thibodeaux

Investment Analyst & Research

Michael graduted from Cal State Fullerton with a degree in Finance. He achieved the certificate of personal financial planner while achieving success at a fortune 100 company as an intern. Michael has achieved success at the top levels...

Sarah He

Financial Research & Analyst

Sarah is currently earning her degree in both accounting and economics at UCSB. She now works as an analyst and researcher, focusing on financial markets and economic trends. Her work centers on identifying market patterns, evaluating...

Seth Wasserman

Advanced Case Design Specialist

Seth Wasserman, is a seasoned financial professional with over two decades of experience in the insurance industry. Seth has carved out a distinct niche by empowering advisors to provide clients with a wealth of knowledge. His diverse...