HOLISTIC · PASSIONATE · PERSONALIZED

WE WILL FIND A WAY.

After 30, 40, or 50 years of working, you deserve a comfortable retirement. The years you have spent grinding, the sacrifices you have made, and the unique retirement challenges you face should be treated with respect. At Elevated Financial Management, we believe in finding a way, and we will do everything in our power to help you live your ideal retirement.
CE-WebMediaBanner-NEW

PAVING THE WAY TO INDEPENDENCE

WITH GRIT AND ENDURANCE.

CaseyHeadshotResized

CASEY ELKINS

MANAGING PARTNER

& CERTIFIED FINANCIAL FIDUCIARY

Quotes

Casey has taken life’s hardships and turned them into a practice driven to make the most positive impact on his clients

Casey Elkins has always been about finding a way. He understands what it is like to rely on the experts only to have their expertise fall short. When his wife was first diagnosed with a chronic disease, he naturally depended on the expertise of insurance companies to help determine what medical plan would be best to cover her treatment but found that the answers they provided were conflicting, incomplete, and they used jargon that was confusing and hard to understand. In turn, Casey himself did the legwork of finding what plan would cover the proper medication and specialists to treat his wife. In his own career, there was little guidance on 401k plans; Casey was frustrated by the lack of direction and how those that were supposed to help passed the buck and didn’t take the planning for their clients’ futures seriously. In time, Casey was able to get to the bottom of it and find solutions for himself and in turn proved to be a valuable source for his workmates. With a passion for helping people and a natural aptitude for financial philosophies, a new practice evolved.

With old-world traditions of a strong work ethic and serving others, Casey and Mark embarked on a new family tradition, and launched their practice, Elevated Financial Management. Leading his team with integrity, Casey has made it his goal to simplify financial solutions for his clients. He understands the importance of preserving your hard-earned assets and wants to help you grow those assets for the future. Casey has taken life’s hardships and turned them into a practice driven to make the most positive impact on his clients.

At Elevated Financial Management, Casey and Mark keep it simple for their clients. They don’t use condescending industry jargon designed to confuse people; they keep it real. As an independent practice, Casey provides client-centric planning, creating a “boutique” of personalized plans for the everyday American. As a Certified Financial Fiduciary, Casey is dedicated to putting his clients at the core of his business, with no corporate agenda. He strives to untangle financial principles into simplified language for his clients.

CFF-Logo-White
MarkHeadshotResized

MARK STIMPSON

MANAGING PARTNER

& CERTIFIED FINANCIAL FIDUCIARY

Quotes

Mark’s mission has been to bring Clarity, Confidence, & Independence to the retirement planning process.

Mark Stimpson is managing partner of Elevated Financial Management & President of Mark Stimpson and Associates Inc. of Federal Way, WA. For nearly 40 years Mark’s mission has been to bring Clarity, Confidence, & Independence to the retirement planning process.
Since 1979 Mark has specialized in Tax & Income planning along with reducing market risk, minimizing tax liabilities and protecting assets from the ravaging effects of unexpected long term care expenses.

Mark is a Certified Financial Fiduciary & holds a Series 65 Securities License as an Investment Advisor Representative. Mark is a nationally certified Social Security Advisor (NSSA) that teaches both Social Security & Income Planning at 2 local community colleges. Mark is also a Certified Senior Advisor (CSA). Mark teaches financial education through human resource departments & the Heartland Institute of Financial Education.

Mark is father to 3 wonderful children & 2 grandsons. Mark loves to cook, play golf & really enjoys spending quality time with friends but especially with his beautiful wife of 42 years.
CFF-Logo-White
Danielle

DANIELLE NOLAN

OFFICE MANAGER

& CERTIFIED FINANCIAL FIDUCIARY

Quotes

The girl that gets it done! The saying is cliché but in her case it’s true – Danielle wears a lot of hats.

The girl that gets it done! The saying is cliché but in her case it’s true – Danielle wears a lot of hats. As Office Manager she keeps things running smoothly. From coordinating retirement workshops and welcoming clients at the office all the way to managing the guy’s Social Media accounts and processing client paperwork – she does it all. 

She found her way to EFM through an intense interview process that showed her to be the best candidate. Although finance is not her background, she has an upbeat and positive attitude that is welcome in any circumstance. She is always learning and endeavors to bring something different to the table. 

Danielle graduated from WSU with an Advertising degree, and in past employment was the account executive for a local advertising firm. She also served as the VP of membership recruitment for 3 years. 

Danielle has an active social life and so does her dog, Ryder. He is sure to be the company mascot of EFM one of these days.

CFF-Logo-White

ENGINEERING A WAY TO SIMPLIFIED RETIREMENT

At Elevated Financial Management, we want to make your retirement years worry-free. Our team specializes in strategies designed to preserve your current wealth while growing your vision for the future. We understand the financial sector is complicated by design, and we want to simplify concepts that will most benefit the client and maximize financial gain. At Elevated Financial Management, we strive to provide honest, transparent guidance so that you can find your way to making informed financial decisions with confidence.

PURSUING INDEPENDENCE THROUGH HOLISTIC PLANNING

As a holistic practice, we focus on helping individuals develop sound retirement strategies. If you are retired or approaching retirement, we are here to help you gain financial independence. Our team of professionals strives to educate our clients about financial concepts and products through personalized, relevant services. As fiduciaries, we want to help you find your way to a carefree future with retirement planning, insurance, Medicare, tax management, and wealth preservation.

MEDIA

LISTEN TO THE ELEVATE YOUR WEALTH PODCAST!
Click on an episode below!

EVENTS

You can register for one of our upcoming events 2 weeks prior to the workshop.

NO EVENTS CURRENTLY SCHEDULED. CHECK BACK AGAIN SOON.

RETIREMENT MASTERCLASS

Wednesday, April 3, 2024 – 6:30pm PST

Wednesday, May 29, 2024 – 6:30pm PST

Saturday, June 1, 2024 – 9:30am PST

Wednesday, June 12, 2024 – 6:30pm PST

Bellevue College

3000 Landerholm Cir SE, Bellevue, WA 98007

RETIREMENT MASTERCLASS

Wednesday, March 20, 2024 – 6:30pm PST

Wednesday, May 8, 2024 – 6:30pm PST

Wednesday, June 26, 2024 – 6:30pm PST

Saturday, June 29, 2024 – 9:30am PST

Green River College

12401 SE 320th St, Auburn, WA 98092

LET US HELP YOU FIND A WAY

MS-LOGO-VERT-CMYK-FullColor

253.342.7142 · [email protected]

900 SW 16th St., Suite 300
Renton, WA 98057