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With FPT from our early days, Elise has helped shape not just a strong marketing department, but also the company’s path forward.

An experienced designer and strategist, Elise has a bachelor’s degree in Design Management from Art Institute of Portland. With 15 years of experience in the financial services industry, she played a critical role at FP Transitions during its early stages. As the VP of Marketing, Elise built the marketing department from the ground up, starting with a budget of zero. She developed FPT’s inbound marketing strategy and outbound advertising campaigns, which helped scale FPT from a small company to the nationally recognized and respected brand we are today. Elise’s dedication, expertise, and sense of humor are what makes her marketing team dynamic and driven towards a shared success.


Elise was also instrumental in expanding FPT’s domain beyond M&As to a broader service offering that includes continuity planning and succession management. To this day, she helps FP Transitions maintain a focus on empowering the independent advisor to build growth and long-term sustainability. When asked what she loves about her job, Elise says, “Everything.” She enjoys the opportunity to flex her creativity while activating FPT in a variety of marketing verticals, from video and social media to more traditional channels.


When she’s not helping the FPT brand thrive, you can find Elise raising her three boys and two rescue dogs, exploring the outdoors, traveling the world, or tackling her next remodel project.

Elise’s Resources

Blog

7 Acquisition Tactics You Can Implement Today

Blog

Succession Planning in the Family: Simple or Difficult?

Blog

Create a Schedule : Tips for Working from Home with Kids