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Financial Planning & Wealth Management About Us

About Us

We exist to raise the level of what people expect from their finances, their planning, and the way those pieces support their daily lives. That's the idea behind Elevate, and it's the standard we measure every decision against.

01 Our Story

Before Elevate, our team came out of a culture where advisors competed more than they collaborated. We believed clients were better served by something different. In 2023, we built Elevate around that belief, combining expertise in financial planning and wealth management in a team that genuinely works as one.

02 A Rising Tide Lifts All Boats

That line captures what we're in this for. We hold ourselves to the highest standard of performance because the benefit flows directly to our clients, and we're always looking for ways to raise that standard. In practice, that has meant investing in more sophisticated estate planning and tax strategies that we bring into every client engagement, because when our capabilities grow, the people we serve should feel the difference.

Our Values


Our core values define how we operate, how we treat our clients, and how we hold ourselves accountable.

Leadership


We take ownership of the outcomes our clients are working toward and hold ourselves accountable when something isn't serving them well.

Integrity


We say what we mean, act on what we say, and never recommend something we wouldn't stand behind completely.

Excellence


Our process is never finished. We continuously invest in new strategies and capabilities because what we offer our clients should always be getting better.

Relationships


Understanding a client's full situation takes real time and attention, and we give it both. Every recommendation we make is shaped by what we learn in that process.

Health


We keep our clients' broader well-being in mind because good financial planning doesn't happen in isolation from the rest of their lives.

The People Behind the Plan Here's who you'll
be working with.

Dillon Nemeth

Dillon Nemeth

Managing Partner | Financial Advisor

Christopher Athens

Christopher Athens

Managing Partner | Financial Advisor

Jonathan Colquitt

Jonathan Colquitt

Managing Partner | Financial Advisor

Rebekah Wilson

Rebekah Wilson

Head of Talent Acquisition and Sponsorship

Brooke Nemeth

Brooke Nemeth

Compliance Specialist

Dylan Paskell

Dylan Paskell

Territory Director | Financial Advisor

Carter Bowman

Carter Bowman

Territory Director | Financial Advisor

We're Hiring Grow Your Career With Us.

See Open Roles

Our Offices Four Locations Serving Clients Nationwide.

The people we work with are down-to-earth and at different stages of life, each looking for clear, practical guidance rather than financial jargon. Where they live matters less than who they connect with. Every office serves clients across the US, so people often start with whichever one is closest, then stay with that advisor whether they move to the next town or the other side of the country.

Schedule A Visit

Headquarters St Petersburg, FL

9400 4th St N
Suite 201
St Petersburg, FL 33702


(727) 478-8886

Office Chattanooga, TN

1200 Premier Dr
Suite 225
Chattanooga, TN 37421


(423) 561-1933

Office Knoxville, TN

200 E Broadway Ave
Suite 506
Maryville, TN 37804


(865) 285-4623

Office Fort Lauderdale, FL

200 East Las Olas Blvd
14th Floor
Fort Lauderdale, FL 33301


(727) 241-8600

Ready to Start the Conversation Ready When You Are

The right financial plan starts with understanding the real details of your life, and we'd like to start that conversation with you. Schedule a consultation today and let's talk about where you are, where you're going, and what a plan to get there actually looks like.

Schedule A Call