Elise joined the team in 2013 and supports the advisory team with meeting preparation and research. She brings 12 years of industry experience and plays an important role in supporting advisors and ensuring clients receive thoughtful, well-prepared guidance.
Elise earned a Bachelor of Science degree in Agricultural Business and Management from California Polytechnic State University, San Luis Obispo. She has passed her Series 7 and Series 66 exams.
Her work emphasizes organization, accuracy, and helping the advisory team deliver seamless client experiences.
She lives in Washington with her husband, their two children, and their dog. Outside of work, she enjoys baking, being outdoors, and spending time with her family.