DIRECTOR OF CLIENT SUCCES
ELISE@FOREFRONTWP.COM | (512) 617-1984
“We make a living by what we get, we make a life by what we give.” – Winston Churchill
My biggest passion in life is people. I have always been drawn to anything that creates a sense of community or family, helps others, and makes an impact in people’s lives big or small. When I first went to college it was not a surprise to anyone that I chose Hospitality Management as my major with an emphasis on event planning. It seemed to be a perfect fit for my love of helping others and for my organizational skills. However, during my first couple of years in college, the effects of the 2008 crash hit my family hard. Jobs were lost, savings were depleted, and soon my parents had to short sell their home and leave California altogether.
Those events hit me hard and created a shift in me. I knew I never wanted to be in a position to lose everything, I never wanted to be dependent on how the market was perceived to be doing, and I wanted to help others avoid what my family experienced. I moved to Arizona to lower my expenses, somehow talked my way into a full-time corporate banking job, and enrolled at ASU to get my degree in finance from the WP Carey School of Business. My switch to finance confused EVERYONE I knew, and many people tried to talk me out of it saying that I would hate being a number cruncher and not interacting with people.
Knowing that was probably true, I was determined to find a finance career that allowed me to interact with people and help them plan for their future. A few years later I landed an internship with a financial advising firm and thought my future was set. They were a reputable firm and everyone there was making a lot of money, but what I quickly realized was that the passion for them was behind the “sale” of a new client and the commission earned, not by the people they were helping. After a summer of cold calling “up-and-coming” professionals, I turned down the job they offered and spent the next seven years in Health Insurance and Employee Benefits. I was completely jaded by my experience and thought the world of wealth management and financial advising was not for me.
All of that changed when I met Eric Negron and saw what he, Amy Colton, and Chad Rixse were building at Forefront Wealth Partners. It was exactly what I had hoped to find all those years ago when I made my switch to Finance, and I quickly jumped on board. I love being part of a team where “clients” quickly turn into family and the mission to positively impact others and help set them up for success no matter what life brings is an obsession.
Learn More About Me
If you had an extra hour to yourself in the morning, how would you spend it?
I would enjoy the quiet of no kids being awake with a hot cup of coffee while reading my devotional in peace, followed by a Peloton ride.
What’s the most likely place people could find you on a Saturday night?
At home with my husband and five kids either playing games around our table or cuddled up on our couch for a movie night.
Which would you pick: Living on the beach or living near the mountains?
The mountains are beautiful, but growing up a Southern Californian girl, I will always choose the beach!
If you had the ability to travel back in time, what’s something you would tell your 18-year-old self?
Don’t settle for anything! Keep searching for those who share your vision and passion in life, and if you can’t find them, don’t be afraid to break the mold and shake things up!