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.
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.