Teamwork Works We don't always have all the answers. But we know who does. We work with an estate planning attorney and CPA to minimize obligations and maximize opportunities by:Finding the right insurance plans to protect your assets.Resolving estate inequality by evening out inheritance and accounting for sweat equity.Avoiding unnecessary taxes when possible and paying the ones owed promptly. Our Values We are a Midwestern firm true to our nature:Trust - We earn it.Independence - You can expect it.Transparency - Look for it.Passion - You'll feel it. Alex Vasichek Owner/Operator 701-270-1611 701-526-4493 email@example.com Rooted in local agriculture, Alex grew up in Michigan, ND working for his family's equipment dealership.There, the needs of farmers, ranchers, and other small business owners became engrained at an early age and led to his understanding of the ag community and its unique financial, and familial challenges. Alex has focused on the well being of farm estates since 2012 and received his Agricultural Focused Financial Planner certification in 2021. Matthew Tangen Financial Paraplanner 701-526-4493 firstname.lastname@example.org As the Financial Paraplanner, Matt is focused on assisting with day to day activities to continue to build and maintain relationships with each of Elevate Financial's valued clients. With a strong back background in customer service, he is dedicated to helping all clients with personal and financial needs.Matt is from Frazee, MN. He graduated from University of Minnesota Duluth in 2018 with a degree in Finance. Matt enjoys spending his time hunting, fishing, and cheering on all Minnesota sports teams. Sondra Leyes Director of Operations and Insurance Coordinator 701-557-3393 email@example.com Growing up in Cottage Grove, MN, Sondra learned the importance of work ethic and family values as she watched her mother operate her own business. Sondra graduated from Concordia College in 2013 with a double major in Communications and Sociology. She brings with her a decade of financial experience and a strong desire to provide the best customer experience. She is excited to support our current and future clients. Sondra will support the firm as Director of Operations and Insurance Coordinator.