Among all the numbers, rules, laws, taxes, and spreadsheets in the world of FP Transitions, Elise adds the color and fun.
As director of design & marketing at FP Transitions, Elise Rogers heads a team of creative and marketing professionals. Her leadership combines a B.S. in design management with eight years of industry experience to craft the message of FP Transitions, and spearhead communications with the vast—and varied—audience of financial service professionals in the U.S.
Her unique knowledge, expertise, and perspective of the financial services space has made her an integral part of the team at FP Transitions who have an active hand in the ongoing evolution and development of the company as a whole.
A Silicon Valley transplant to Portland, Elise enjoys life in the Northwest with her husband, son, and beagle including weekends fishing, hiking, and creating culinary perfection right in their own kitchen.
Senior Marketing Strategist
Our very own Rebecca of Sunnybrook Farm. And she can draw too!
Rachel came to field of professional design the long way round, not discovering her passion and skill set for the visual arts until she’d already completed her degree in English (a B.A. from Linfield College). She then continued her education and earned another degree in graphic design (an A.A. in graphic design from the Art Institute of Portland). As a result, it surprised no one that her approach to design comes from a place of language and message. As a member of the FP Transitions’ marketing team she combines her love of words and image with copywriting and design.
For many of FP Transitions’ advisor clients, the concepts of equity management, continuity planning, and succession planning can seem to be complicated or unclear. Rachel’s unenviable task is to succeed in capturing those concepts on a single webpage, in a two-page brochure, or in a ten-minute video—and she does it well, every day.
Originally from Reno, Nevada, Rachel left the desert over a decade ago for the rainy lushness of Oregon and never went back. On a typical rainy Oregon weekend you’re likely to find Rachel curled up with a good book and mug of local coffee…or glass of fine Willamette Valley Pinot Noir.
Video Marketing Specialist
Winner of the FP Transitions Award for Best Mustache.
Alex joined FP Transitions in 2014 to support the marketing team’s goal of putting personality into financial analysis and succession planning. When your business’s backbone is crunching data, adding some life is no simple task! Alex prepared for the job by completing a degree in design management and further honed his skills by developing brand strategies for alternative businesses in the Portland area. Alex brings a creative edge to FP Transitions’ new video production efforts.
Before photography and filmmaking, Alex's past professional endeavors began to be derailed when he was suffocated by a boa constrictor on the job. He survived and prefers Canon cameras for the sensor's tonal qualities and workflow.
Unpredictable and untamable, some of his most entertaining material may be cut from the final product, but rest assured we keep the outtakes safe in the FP Transitions vault.
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A second-generation Oregon native and co-owner of a brewery.
Miriam is a graduate of Pacific Lutheran University with a B.A. in history and classical studies. She channels her enthusiasm for history and textile arts into historical reenactment with the Society for Creative Anachronism, a group that focuses on recreating the middle ages. Miriam has traveled widely for her studies and even claims to have found a mummy in Peru. Prior to joining FP Transitions, Miriam worked as an analyst with the University of Oregon in their fundraising department, coordinating reporting, portfolio management and proposal tracking.
Miriam is excited to bring her analytical background to FP Transitions to streamline the current sales pipeline process and help implement systems to improve communication and service to customers.
Miriam has very recently gotten married! As she and her new husband adjust to married life, they enjoy spending quality times with their two cats, Tomyris and Calligula. Interesting piece of trivia: Caligula means “Little Boots” in Latin.
Visual Marketing Specialist
A transplant from the midwestern Great Lakes, Julie is still looking for the perfect summer beach spot.
Julie graduated from the University of Illinois at Champaign-Urbana with a bachelor's degree in fine arts. Her innate desire to create led her to take on several different creative job roles. She has worked as a window display artist, hand-letterer, candle designer, photographer, and greeting card illustrator. In fact, as a stay-at-home mom, she started her own greeting card company. After a seven-year stretch, she licensed her designs to a major greeting card distributor, and her cards continue to be sold in stores around the country.
After working solo on creative projects for years, Julie was ready to become part of a team and try something new. It turns out FP Transitions was exactly what she was looking for with its collaborative work environment and endless supply of design projects.
As visual marketing specialist, Julie takes her creative instincts and skills to tasks, developing content and designing layouts and graphics that are clear and interesting. She loves telling visual stories, and she looks forward to the challenge of piecing together elements on a page.
In her spare time, she enjoys decorating, playing the piano, and growing indoor plants.