Our History
The roots of Elevate Wealth Planning date back to 1997, when Chris was at a previous financial services firm. His desire to provide his clients with independent advice to better serve their best interests motivated him to launch his own firm.
In 2018, Chris founded Elevate with Debbie Schmidt as the firm’s client relationship manager, bringing their 40 years of combined experience to an independent practice focused on encouraging, educating, and empowering their client’s decisions. Elevate provides financial life coaching with a comprehensive view on investing, using a disciplined and well-reasoned approach to create a clear path forward financially.