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At Elevate Financial Advisors, our mission is to help you make wise financial decisions.
our team
Our Values
Our Values

At Elevate Financial Advisors we provide personalized financial guidance to people at every stage of life. Our work is grounded in the belief that financial planning should be personal, intentional, and aligned with what matters most to you. Our approach is guided by a clear set of values that shape how we serve our clients and our community.

  • Abundance & Generosity
  • We believe generosity flows from an abundance mindset and that money can be a powerful tool for good.
  • Intentionality & Quality
  • Thoughtful planning and high‑quality guidance lead to better decisions and more meaningful outcomes.
  • Faith & Family
  • We honor the role faith and family play in shaping values, priorities, and long‑term goals.
  • Equality & Empowerment
  • We are committed to serving people with dignity and respect, empowering individuals and families to make confident financial decisions.
Let's put your plans in motion
Let's put your plans in motion
Want to pursue lifelong dreams while supporting people and causes you care about? With our guidance, you can get there. Tell us where you're at today. Driven by your goals and values, we'll draw on our industry expertise to help you map out a path to a more secure financial future.
Why ThriventA different kind of financial services companyAs a Thrivent team practice, we're grounded in Thrivent's mission to help you achieve financial clarity and live generously.Thrivent is owned by its members, instead of by shareholders or investors. This means we aren't your typical for-profit financial company. Instead, we reinvest our profits back into the people and communities we serve.
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Berea Location
429 Front St
Berea, OH 44017
Phone440-823-2736Fax877-689-0327Hours
M – F: 9 a.m. – 5 p.m.

Ready to connect?

We'd love to answer any questions you may have and start learning about your goals. We can meet however you're most comfortable—phone, virtual or in person.

Or call us directly: 440-823-2736

Licensing is available through your State Insurance Department’s website, which can be located through the National Association of Insurance Commissioners website.

Thrivent financial advisors and professionals have general knowledge of the Social Security tenets. For complete details on your situation, contact the Social Security Administration.

Not all team members may provide all products, programs and services in all states.

Not all team members may office at the locations listed.

* as of December 31, 2024

** Thrivent and its financial advisors and professionals do not provide legal, accounting or tax advice. Consult your attorney or tax professional.

Rating is based on Thrivent’s financial strength and claims-paying ability. Does not apply to investment product performance. For information on this rating, visit the rating agency's website.

Designations
For additional information on professional designations and the requirements to earn them, visit https://www.thrivent.com/designations

Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.