Jeff Powell - Founder + CEO   As Founder and CEO of Elevage Partners, Jeff strategically guides Elevage Partners’ clients on their wealth management and financial planning needs. Email him at  Jeff@elevagepartners.com    Visit Jeff's full bio here.

Jeff Powell - Founder + CEO

As Founder and CEO of Elevage Partners, Jeff strategically guides Elevage Partners’ clients on their wealth management and financial planning needs. Email him at Jeff@elevagepartners.com

Visit Jeff's full bio here.

  Brian K. Case - Partner   Brian believes in taking a “Plan First, Then Invest” approach and gets to know his clients well enough to “stand in their shoes." Email him at  Brian.Case@elevagepartners.com    V  isit Brian's website here.

Brian K. Case - Partner

Brian believes in taking a “Plan First, Then Invest” approach and gets to know his clients well enough to “stand in their shoes." Email him at Brian.Case@elevagepartners.com

Visit Brian's website here.

  Craig A. Roncaioli - Partner   As a financial planner, Craig A. Roncaioli works closely with his clients to face the challenges they meet in different stages of their lives. Email him at  Craig.Roncaioli@elevagepartners.com    Visit Craig's full bio here.

Craig A. Roncaioli - Partner

As a financial planner, Craig A. Roncaioli works closely with his clients to face the challenges they meet in different stages of their lives. Email him at Craig.Roncaioli@elevagepartners.com

Visit Craig's full bio here.

  Brian Deal - Financial Planning Director   Brian is a Certified Financial Planner®. He brings extensive experience in collaborating with clients to align their values with their financial behavior. Email him at  Brian.Deal@elevagepartners.com    Visit Brian's full bio here.

Brian Deal - Financial Planning Director

Brian is a Certified Financial Planner®. He brings extensive experience in collaborating with clients to align their values with their financial behavior. Email him at Brian.Deal@elevagepartners.com

Visit Brian's full bio here.

  Brittany Fowler - Operations Manager   She is the Operations Manager for Elevage Partners. She has a degree in Mass Communications from Dixie State University where she played college softball on scholarship. In her spare time she enjoys hiking, hot yoga, blogging, and being a mother. Email her at  Brittany@elevagepartners.com

Brittany Fowler - Operations Manager

She is the Operations Manager for Elevage Partners. She has a degree in Mass Communications from Dixie State University where she played college softball on scholarship. In her spare time she enjoys hiking, hot yoga, blogging, and being a mother. Email her at Brittany@elevagepartners.com

  Chris Beede – Planning Associate   Chris joined Elevage Partners in 2017 and is responsible for supporting and enhancing the client planning process. After turning the page on a full career in corporate finance in the retail financial services industry, he is now happily focused on pursing his interests in personal financial planning.  Chris recently retired as a senior vice president, group financial officer for Webster Bank’s Community Bank. He has more than 35 years of experience in corporate finance and strategic planning. These experiences in financial services have developed his conviction that the foundation of business success is a strong commitment to building and consistently delivering a superior customer experience. Chris earned his bachelor of business administration degree in accounting from Bucknell University.  Chris and his wife, Lisa, live in West Hartford, Connecticut, and have two daughters that are currently living on each coast. He enjoys golfing, road cycling and gardening and has recently taken up the challenge of fly-fishing (so far the fish are winning). Email Chris at  C  hris.Beede@elevagepartners.com

Chris Beede – Planning Associate

Chris joined Elevage Partners in 2017 and is responsible for supporting and enhancing the client planning process. After turning the page on a full career in corporate finance in the retail financial services industry, he is now happily focused on pursing his interests in personal financial planning.

Chris recently retired as a senior vice president, group financial officer for Webster Bank’s Community Bank. He has more than 35 years of experience in corporate finance and strategic planning. These experiences in financial services have developed his conviction that the foundation of business success is a strong commitment to building and consistently delivering a superior customer experience. Chris earned his bachelor of business administration degree in accounting from Bucknell University.

Chris and his wife, Lisa, live in West Hartford, Connecticut, and have two daughters that are currently living on each coast. He enjoys golfing, road cycling and gardening and has recently taken up the challenge of fly-fishing (so far the fish are winning). Email Chris at Chris.Beede@elevagepartners.com

  David Smith - Wealth Management Advisor   “That moment when I see the client’s shoulders relax and they start to breathe easier and gain confidence in their plan… that’s the good stuff, knowing they will be sleeping better at night.”  - David Smith Email him at  David.Smith@elevagepartners.com    Visit David's full bio here.

David Smith - Wealth Management Advisor

“That moment when I see the client’s shoulders relax and they start to breathe easier and gain confidence in their plan… that’s the good stuff, knowing they will be sleeping better at night.”  - David Smith Email him at David.Smith@elevagepartners.com

Visit David's full bio here.

 K ristina Gambino - Client Service Representative   Kristina handles client-related projects and services. She also serves as assistant bookkeeper.  She previously was an office administrator for a construction firm and has worked as a 911 dispatcher. Kristina studied business administration in college.  A resident of Ware, Massachusetts, Kristina lives with her two boys. She enjoys cooking, baking and watching her boys play sports. Email her at  Kristina.Gambino@elevagepartners.com

Kristina Gambino - Client Service Representative

Kristina handles client-related projects and services. She also serves as assistant bookkeeper.

She previously was an office administrator for a construction firm and has worked as a 911 dispatcher. Kristina studied business administration in college.

A resident of Ware, Massachusetts, Kristina lives with her two boys. She enjoys cooking, baking and watching her boys play sports. Email her at Kristina.Gambino@elevagepartners.com

  Charles Copeland - Portfolio Strategist   Joining Elevage Partners in 2012, Chuck provides support to the wealth management team. He assists with investment research, facilitates portfolio rebalancing, and handles account documentation. Email him at  Chuck@elevagepartners.com     Visit Jeff's full bio here.

Charles Copeland - Portfolio Strategist

Joining Elevage Partners in 2012, Chuck provides support to the wealth management team. He assists with investment research, facilitates portfolio rebalancing, and handles account documentation. Email him at Chuck@elevagepartners.com

Visit Jeff's full bio here.

  Sue Holland - Client Service Representative    Sue, who earned a bachelor’s degree in human development and family relations from the University of Connecticut, brings a diverse background to the firm. She is retired from a career as an adult probation officer for the state of Connecticut. She has worked as a crisis counselor for at-risk teens and supervised families who provided emergency shelter for teenagers. And she has experience as an assistant to an accountant, as well as dealing in antiques.  A certified spinning instructor, Sue resides in Amherst, Massachusetts, with her husband and three children. In her spare time, she enjoys bicycling and hiking with her two dogs. Email her at  Sue.Holland@elevagepartners.com

Sue Holland - Client Service Representative

Sue, who earned a bachelor’s degree in human development and family relations from the University of Connecticut, brings a diverse background to the firm. She is retired from a career as an adult probation officer for the state of Connecticut. She has worked as a crisis counselor for at-risk teens and supervised families who provided emergency shelter for teenagers. And she has experience as an assistant to an accountant, as well as dealing in antiques.

A certified spinning instructor, Sue resides in Amherst, Massachusetts, with her husband and three children. In her spare time, she enjoys bicycling and hiking with her two dogs. Email her at Sue.Holland@elevagepartners.com