10/09/2026
In 1998, Mike began his financial advising career in West Palm Beach, FL. Nearly three decades later, the Elevate team had the privilege of returning with him to meet many of his longest-lasting relationships in a full-circle moment.
It meant a lot to finally put faces to names, hear the stories behind those relationships, and say thank you in person. The trust and support of these families helped lay the foundation for the team we have, and we don't take that for granted.
While we were there, we also hosted Elevate's first annual Leadership Summit. Stepping away from the day-to-day, our meeting focused on three topics:
1. The qualities of a world-class team
2. The values that are non-negotiable at Elevate
3. The processes behind the client experience we strive to deliver every day
A special trip for our team, and an even better reminder of the people and relationships at the heart of what we do.
