Hi, I'm Elissa.
I was unaware of financial planning until I enrolled at Purdue University, and that is when I found my passion for helping others plan their future. Twenty years ago I received a degree in Financial Counseling and Planning as well as a degree in Selling and Sales Management. Ever since graduating college I have had a career as a CERTIFIED FINANCIAL PLANNER™ Professional (CFP®).
My profession 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. In 2017, this career lead 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 be able to use technology and connect with clients across the country. I am a geek who loves having processes and checklists to improve efficiency. I love that I get to be an advisor and also help lead the business at Ranch Capital.
My 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 of which the steps can only be written by God.