We are a team of financial strategists, planners, and service providers who believe in client centric, collaborative, and goals-driven advice. Each member brings unique perspective and expertise that together helps clients reach their financial goals.
We call our work investing for your WHY®. By understanding you, your expectations and your WHY, we’re able to provide a unique level of personalized service. And because we are fiduciaries, we always place the interests of our clients ahead of our own.
As CEO of Elevage Partners, Jeff Powell has spent over 30 years in financial services, ultimately building a firm that delivers thoughtful financial advice rooted in real-world experience. Having weathered approximately ten “up” markets and five “down”, he’s successfully grown client portfolios and met expectations across every market condition.
Lori Powell is the President of Elevage Partners, bringing nearly 40 years of experience in the corporate financial services industry to her role. Throughout her career she has had a passion for empowering clients—especially women—to make informed and confident financial decisions. She holds a Series 65 license and is a Certified Master Business Coach™. Lori earned a bachelor’s degree in political science from the University of Washington and a master’s degree in professional coaching from Middlesex University, London. Outside of work, she enjoys entertaining, travel, gardening, and following the Golden State Warriors.
As Chief Investment Officer at Elevage Partners, Thierry brings more than 35 years of global financial markets experience to leading our investment committee and managing client portfolios. He collaborates with the Executive Team on firm strategy and growth initiatives, and helps guide their work in alternative investments, drawing on a long career in structured and distressed assets.
As a Wealth Management Advisor at Elevage Partners, Mark Zembo brings more than 25 years of experience in financial services and business ownership. Drawing on his background in business coaching, Mark believes collaboration and teamwork are essential to helping clients write the next chapter of their financial story. His approach centers on understanding what matters most to each client and building a foundation for lasting success.
As a Financial Planner at Elevage Partners, Chris Beede, CFP® brings more than 40 years of financial services experience, including 35 years in corporate finance and strategic planning. After earning his CERTIFIED FINANCIAL PLANNER™ designation, Chris shifted his focus to helping individuals and families navigate life’s financial complexities with confidence and clarity. His approach emphasizes ethics, teamwork, and thoughtful strategy—principles that align perfectly with Elevage Partners’ client-first philosophy.
Echo McNeill is an Associate Financial Planner at Elevage Partners, bringing over 25 years of experience in the financial services industry. Having served in leadership and client-facing roles at both a national warehouse firm and a leading broker/dealer, Echo understands the importance of objective, transparent, client-centered guidance. At Elevage Partners, she focuses on designing strategies that align with clients’ values, lifestyles, and goals.
Chuck Copeland is a Wealth Management Advisor at Elevage Partners, bringing over 25 years of experience in financial services. Since joining the firm in 2012, Chuck has focused on helping clients achieve successful retirements through thoughtful, personalized financial planning.
Rylee Molck is Elevage Partners Operations Manager. Her role is to support clients and the wealth management team.