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Hi, I'm Elissa.

I am the Chief Operating Officer and Partner at Ranch Capital.

My Story

I was unaware of the concept of financial planning until I enrolled at Purdue University, and that is when I found my passion for helping others plan their future. I have been working in the financial planning industry for over 15 years, and I am a CERTIFIED FINANCIAL PLANNER™ Professional (CFP®).

 

My career began helping high-net-worth individuals solve complex financial planning problems and provide clarity to achieving their goals and dreams. During my 20s and 30s, I grew both professionally and personally. By the time I was 33, I had seen and experienced more than most, which led me on a journey across the country from Chicago to Ranch Capital Advisors in Sarasota. 

I love being a financial planner and learning about clients and their goals. It is a blessing to use technology and connect with clients across the country. I am a nerd who loves having processes and checklists to improve efficiency. My personal experiences have equipped me to understand and support our clients as they encounter personal triumphs and struggles. I enjoy being an extension of our client’s family.

Besides my Ranch Capital family and working with clients, I have a wonderful husband, Shawn, and three vibrant, inquisitive children, Gabriel, Liana, and Andrew. I feel truly blessed. I strive to have a great relationship with Jesus, and I faithfully believe life is a journey on which God can only write the steps.