Home - Elevated Financial Management

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.

PAVING THE WAY TO INDEPENDENCE

WITH GRIT AND ENDURANCE.

CASEY ELKINS

MANAGING PARTNER

& CERTIFIED FINANCIAL FIDUCIARY

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.

MARK STIMPSON

MANAGING PARTNER

& CERTIFIED FINANCIAL FIDUCIARY

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.

YANA GALIY

OFFICE MANAGER

An investment in knowledge pays the best interest

Yana comes from a family that immigrated here to the United States. As her parents sought to plant roots in the U.S. to offer a better life for their children, Yana made it her mission to take advantage of her opportunities and make the most of the life she was blessed with. Yana was the first in her family to attend a university where she graduated with her bachelor’s degree in business finance at the age of 19. Yana has experience in the banking and financial industry as well as getting things done in the office. Yana loves numbers and she aspires to help people and take care of her clients. These qualities make her passionate about finance and eager to always learn more.

Yana has a friendly personality and is a motivated individual that pursues her goals. She tries to find solutions where appropriate within her professional work.

Yana values her community and enjoys spending time with her loved ones. She loves to try new things and enjoys various hobbies anywhere from snowboarding to growing plants. Her faith is what keeps her going and inspires her to do more!

CHARLIE GRIFFITH

INTERN

Driven and highly motivated!

Charlie is a driven and highly motivated intern at Elevated Financial Management. Known for a strong work ethic and a passion for learning, Charlie approaches every opportunity with enthusiasm and a commitment to excellence. In school and with this internship, Charlie demonstrates a relentless pursuit of knowledge in finance and investment strategies.

As an intern at Elevated Financial Management, Charlie immerses himself in the complexities of financial markets and client relations under the mentorship of seasoned professionals. He thrives in environments that challenge him to think critically and develop innovative solutions to real-world financial scenarios. Charlie brings a combination of analytical skills, a thirst for understanding market trends, and a genuine curiosity about how to best serve clients’ financial needs. He is poised to leverage his internship experience to not only contribute to his team but also to refine his understanding of wealth management strategies.

Entering his third year at Arizona State University, Charlie is a Dean’s List student in the W.P. Carey School of Business studying for his B.S. in Finance. At ASU, Charlie is active in tutoring in math at the Business School Student Center, enjoys intra-scholastic sports, and finds time to play golf with friends.

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.