Elevation Point Wealth Partners, LLC

Ashley Blanc is a financial advisor at Elevation Point Wealth Partners, LLC with 25 years of industry experience. He holds the Series 66 designation and previously worked at UBS Financial Services Inc. from 2012 to 2025. Elevation Point Wealth Partners provides discretionary and non-discretionary investment advisory and financial planning services to individual investors, retirement plans, and other entities. The firm utilizes tactical, model-based asset allocation across risk-targeted portfolios and operates multiple managed programs, including the Elevation Point Managed Volatility (MVP) and Summit Portfolios.

Malick Abid is a Series 65-credentialed advisor with Elevation Point Wealth Partners, LLC, based in Plymouth, MN. He has approximately three years of professional experience, including his current role at SuperiorWealth Partners and prior periods as a university and high school student. Elevation Point Wealth Partners serves a diverse client base, including individual investors, retirement plans, trusts, and institutional clients. The firm employs a model-driven, tactically oriented investment approach focused on portfolio management and uses multiple program structures to deliver its services.

David Randall is a financial advisor at Elevation Point Wealth Partners, LLC with 12 years of industry experience. He holds the Series 66 designation and has previously worked at UBS Financial Services, Bank of America, and Merrill Lynch. Outside of his advisory role, he provides baseball instruction to young children and adults through his own business, David Randall Baseball Lessons. Elevation Point Wealth Partners offers discretionary and non-discretionary investment advisory and financial planning services to individuals, retirement plans, and other entities. The firm employs tactical, model-based asset allocation across various risk-targeted portfolios and operates as a multi-advisor platform with approximately 20 advisors and over $2 billion in assets under management.

David Benson is a financial advisor at Elevation Point Wealth Partners, LLC in Minneapolis, MN, with 21 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Innovation Partners LLC, Mount Yale Investment Advisors, and Wells Fargo in various capacities over his career. Elevation Point Wealth Partners provides discretionary and non-discretionary investment advisory and financial planning services to individual investors, retirement plans, and other entities. The firm employs tactical, model-based asset allocation across risk-targeted portfolios and operates multiple managed programs, including the Elevation Point Managed Volatility (MVP) and Summit Portfolios.

Michael Klever is a financial advisor with Elevation Point Wealth Partners, LLC in Denver, CO, holding a Series 66 designation and over 18 years of experience at the firm. His prior work includes roles at Princeton Fund Advisors, LLC since 2016, Northern Lights Distributors, LLC, and Innovation Partners LLC. Elevation Point Wealth Partners advises a broad mix of individual investors, retirement plans, trusts, and institutional clients through multiple service programs. The firm employs a model-driven, tactically oriented investment approach centered on its Managed Volatility and Summit portfolio families, managing portfolios on a discretionary basis with active rebalancing.

Travis Frayard is a CFP® professional with 16 years of industry experience. He is currently a financial advisor at Elevation Point Wealth Partners, LLC, having previously worked at UBS Financial Services Inc. for 13 years. Outside of his advisory role, he serves as a board member for the non-profit organizations 232-Help and the Acadiana Symphony Orchestra & Conservatory of Music. Elevation Point Wealth Partners provides discretionary and non-discretionary investment advisory and financial planning services to individual investors, retirement plans, and other entities. The firm employs tactical, model-based asset allocation across various risk-targeted portfolios and operates as a multi-advisor platform with approximately 20 advisors.

Caitlin Douglas is a financial advisor at Elevation Point Wealth Partners, LLC with 14 years of industry experience. She holds a Series 66 designation and has worked at several firms, including Dynasty Wealth Management, LLC, and Triad Advisors, LLC. Elevation Point Wealth Partners provides discretionary and non-discretionary investment advisory and financial planning services to individual investors, retirement plans, and other entities. The firm employs tactical, model-based asset allocation across various risk-targeted portfolios and operates multiple managed programs such as the Elevation Point Managed Volatility (MVP) and Summit Portfolios.

Bradford Smithy is a financial advisor with Elevation Point Wealth Partners, LLC, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has held multiple roles at UBS Financial Services Inc. from 2013 to 2024. Smithy serves on the boards of the Place Of Hope Planned Giving Council and The Hope Florida Foundation, both nonprofit organizations focused on supporting families and children in Florida. Elevation Point Wealth Partners provides discretionary and non-discretionary investment advisory and financial planning services to individual investors, retirement plans, and other entities. The firm employs tactical, model-based asset allocation across risk-targeted portfolios and operates multiple managed programs, serving clients through a multi-advisor platform.

Jonathon Shurtz is a financial advisor at Elevation Point Wealth Partners, LLC with 10 years of industry experience. He holds the Series 66 designation and previously worked at Bank of America and Merrill Lynch, Pierce, Fenner & Smith Incorporated for 11 years. Elevation Point Wealth Partners provides discretionary and non-discretionary investment advisory and financial planning services to individual investors, retirement plans, and other entities. The firm employs tactical, model-based asset allocation using a range of investment vehicles and operates multiple managed programs, including the Elevation Point Managed Volatility and Summit Portfolios.

Shawna Prejean is a financial advisor at Elevation Point Wealth Partners, LLC with 20 years of industry experience. She holds the Series 66 designation and previously worked at UBS Financial Services Inc. for 25 years. She is the owner and managing member of PAYZZ Capital LLC and serves as a board member for Family Office Partners, LLC. Elevation Point Wealth Partners provides discretionary and non-discretionary investment advisory and financial planning services to individual investors, retirement plans, and other entities. The firm uses tactical, model-based asset allocation across risk-targeted portfolios and operates multiple managed programs, including the Elevation Point Managed Volatility (MVP) and Summit Portfolios.

Wesley Hoppe is a financial advisor at Elevation Point Wealth Partners, LLC with 17 years of industry experience. He holds the Series 66 designation and has previously worked at Triton Wealth and Cambridge Investment Research Advisors. Outside of advisory work, he is an independent insurance agent. Elevation Point Wealth Partners provides investment advisory and financial planning services to individual investors, retirement plans, and other entities. The firm uses tactical, model-based asset allocation across various risk-targeted portfolios and operates multiple managed programs, combining direct asset management with co-advisory and solicitor arrangements.

Christopher Snyder is a CFA® charterholder based in Denver, CO, with six years of industry experience. He has worked with Mount Yale Capital Group and Mount Yale Investment Advisors, LLC since 2004. He is affiliated with Elevation Point Wealth Partners, LLC, a multi-team firm that provides discretionary and non-discretionary investment advisory and financial planning services to individual investors, retirement plans, and other entities. The firm uses tactical, model-based asset allocation across various risk-targeted portfolios and operates multiple managed programs, including the Elevation Point Managed Volatility and Summit Portfolios.

Paul Hack is a financial advisor at Elevation Point Wealth Partners, LLC with 56 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Raymond James & Associates, Inc. for 26 years. Outside of his advisory role, he is a partner in The Steady Climb LLC. Elevation Point Wealth Partners provides discretionary and non-discretionary investment advisory and financial planning services to individual investors, retirement plans, and other entities. The firm employs tactical, model-based asset allocation across risk-targeted portfolios and operates as a multi-advisor platform with approximately 20 advisors.

Hunter Bertrand is a CFP® and holds a Series 66 license with four years of industry experience. He is currently with Elevation Point Wealth Partners, LLC and previously worked at UBS Financial Services Inc. for six years. Elevation Point Wealth Partners provides discretionary and non-discretionary investment advisory and financial planning services to individual investors, retirement plans, and other entities. The firm employs tactical, model-based asset allocation across various risk-targeted portfolios and operates as a multi-advisor platform with approximately 20 advisors.

Tracey Trapani is a financial advisor at Elevation Point Wealth Partners, LLC with 27 years of industry experience. She holds the Series 66 designation and previously worked at UBS Financial Services Inc. for 10 years. Elevation Point Wealth Partners provides discretionary and non-discretionary investment advisory and financial planning services to individual investors, retirement plans, and other entities. The firm employs tactical, model-based asset allocation across various risk-targeted portfolios and offers participant-level retirement advice, operating as a multi-advisor platform with approximately 20 advisors.