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Teamwork Works

We don't always have all the answers.  But we know who does.  Through strategic alliances, 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:

Integrity - Our firm is based on the personal quality of fairness that we all aspire to, we have a moral responsibility that we refuse to change.

Trusted - We seek to be your guide, coach and friend.

Client Focused - Our independence, transparency, and passion are our differentials. 

Understanding- Communication, Positive Attitude, Support.

*Strategic Alliances are not exclusive relationships. You are free to choose your own professional for these needs.

Alex Vasichek

Owner/Operator

701-270-1611

701-526-4493

avasichek@financialguide.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

mtangen@financialguide.com

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

sleyes@financialguide.com

Sondra grew up in Cottage Grove, MN, where she learned the value of hard work and strong family ties by watching her mother run a successful business. She graduated from Concordia College in 2013 with a double major in Communications and Sociology. With over a decade of experience in the financial industry, Sondra is passionate about delivering exceptional service and building lasting client relationships.

As Director of Operations and Insurance Coordinator, Sondra plays a key role in ensuring seamless support for both current and future clients. Outside of the office, she enjoys spending quality time with her husband and daughter, and loves hosting gatherings for family and friends.