As VP of Marketing, Elise leads FP Transitions’ brand, marketing, and creative strategies with a focus on thought leadership and industry awareness. As part of FP Transitions' Executive Leadership, she is a driving force behind our next-generation advisor initiatives and education-focused programming.
With the company since its earliest days, Elise built FP Transitions' marketing strategy and voice from the ground up. She was instrumental in transforming the firm from a startup into a nationally recognized authority in succession planning, valuations, and M&A strategies for independent financial advisors. With a focus on ensuring the firm is a prominent and trusted industry innovator, Elise elevates expert voices to highlight strategies for creating strong, sustainable businesses.
For more than 17 years, Elise has been integral in positioning FP Transitions as industry visionaries. She played a key role in the development and publication of two foundational industry books—Succession Planning for Financial Advisors and Buying, Selling, and Valuing Financial Advisory Businesses—which helped define best practices for advisors navigating ownership transitions. Her efforts supported firm leadership recognition with the prestigious Icons & Innovators Award and ThinkAdvisor Luminaries Award for Thought Leadership and Education. In 2026, she received the Wealth Management Industry Award for CMO of the Year in recognition of her leadership and innovation across the financial services industry.
She's led the development of a robust, in-house creative team at FP Transitions that works with and in support of the firm’s vast team of enterprise-building consultants, leveraging data analysis and ownership experiences. Her team helps advisors find valuable insight into the opportunities they have for greater growth and sustainability. With nearly 20 years in the financial services industry and a bachelor’s degree in design management, Elise's blend of creative vision and strategic rigor built the foundation and enduring strength of FP Transitions' voice, tone, and thought leadership.
Elise is also passionate about supporting young advisors and their leadership journeys, carrying her expertise and creativity beyond FP Transitions in support of various industry groups and initiatives committed to the evolution of the industry, including as a member of the Marketing Committee for the Net Positive Consortium.