Brooklyn Brock

Founder

‍Ellevate Advisors LLC

Founder

‍Ellevate Advisors LLC

#exitplanning #financialadvisors #financialplanning #successionplanning

#NorthAmerica

Brooklyn H. Brock, CFP®, CEPA®, ChFC®, CKA® is a 3rd generation financial advisor and founder of Ellevate Advisors LLC, a fee-only RIA, specializing in Financial Planning and Exit Coaching for advisor

Mike Boroughs

Managing Partner

‍Fortis Financial Group

Managing Partner

‍Fortis Financial Group

#exitplanning #legacyplanning #wealthbuilding #wealthmanagement #financialplanning

#Northamerica

I am the Co-Founder of the Fortis Financial Group, a wealth management company focused on providing holistic financial planning so your assets are optimized and working together to help you most effic