Our Story
Our story is better lived than read. What the industry didn’t offer us,
we made ourselves.
We Are
Not Your Typical Agency
Our team started on the ground floor, and built a system that became the elevator for our success. Our experience is the model for your growth. We support high-performing agents with custom technology, superior strategy, and a data-driven model of what it takes to succeed. Our tools, training, and support help insurance advisors at any stage of their career build a better, more profitable practice.
We Are
Driven.
The shark that stops moving, dies. We are constantly in upward motion toward our next milestone.
Innovative.
We find solutions when others see problems. From case design to innovative proprietary technology, we arm our agents with modern tools to make the job easier, and success ensured.
Transparent.
Honesty isn’t our policy, it’s our way of life. From the top down, we pride ourselves on operating with integrity both internally and with our clients.
Tenacious.
We find solutions no matter how difficult the search. Our team has built a powerful track record of following through to deliver the win no matter how rugged or unfamiliar the terrain.
Leaders.
We lead from the top, with leadership that has reached the pinnacle of agent success and can support and guide our team in fulfilling their highest potential.
Our Executives
Stephen J. Peterson
Founder & Principal, Elevate Financial Partners
Tony Thornton
Vice President & Chief Financial Planner
Noelle Rodriguez, CLU
Chief Operating Officer
Our Team
Andrew Harp
External Wholesaler
Michael Thibodeaux
Sales Design Coordinator
Alana Ratcliffe
Case Manager
Russell Byrd
Athlete Market Strategist
Heather Sprague
In House Underwriter
Jason Rotman
Advanced Markets Strategist
Seth Wasserman
Advanced Case Designer
Eric Schulz
Advanced Case Designer
Martin Jannol, JD
Of Counsel
Our Strategic Partners
Lorenzo Abbatiello, CPA
Joshua Azran, CPA
Aaron Riordan, CPA
Kristen Simmons, JD,AEP
Mark Ziebold, JD, LLM
Chris Peterson, JD
John Peterson, JD
Go Higher.
We’re more than a team, we’re THE team that delivers more for you and your clients. Join us today to experience what an elevated practice truly feels like.
