I founded Elevare Ops because I've seen firsthand how overwhelming it can be for advisors to balance growth with the day-to-day demands of running a practice. 

With a background as a CERTIFIED FINANCIAL PLANNER®  and Operations Director at multiple RIAs, I bring a unique perspective: I understand client needs, compliance realities, and the operational systems that make growth sustainable.

I also get that there are only so many hours in the day and you should spend yours doing what you do best - meeting with clients where they are. Let Elevare handle the rest.

Lucy Valandra, CFP®