Cathy Mendell is the President and Founder of Elevation Capital Strategies, an independent financial services firm designed to help individuals create their own retirement strategy. Cathy specializes in creating simple and powerful retirement solutions. She is passionate about helping her clients achieve financial security and independence because everyone deserves a secure and independent retirement.
The Retirement Navigator, Cathy’s proprietary planning process, is the cornerstone of her work as an advisor in her own firm, an author on many national and local publications, and as a radio show host (Elevate Your Retirement airing Sundays at 7:30 a.m. on KMED, KBNW and KQAK.
Outside of work Cathy and her husband, Arlan, enjoy spending time with their three grown sons and two grandchildren. Together Cathy and Arlan are the directors for Orphanages of Kenya, located in Nairobi, Kenya.
Ryan Sanford is a financial advisor at Elevation Capital Strategies and an Investment Advisor Representative of Elevation Capital Advisory. Ryan specializes in guiding retirees and pre-retirees in retirement income planning, and wealth preservation. He joined the team at Elevation Capital Strategies in 2014, and holds his Series 65 securities registration and insurance license in the state of Oregon.
Ryan brings a great mix of education and experience along with his genuine desire to help people. He holds a bachelor’s degree in accounting and a Master of Business Administration degree. He also has a decade of corporate finance experience where he worked as chief financial officer of a corporation.
Ryan’s combined love for numbers, math, and people, making him a perfect fit for financial planning. In his free time, he enjoys spending time with his wife and five children.
Derrick Hanson is a financial advisor at Elevation Capital Strategies and an Investment Advisor Representative of Elevation Capital Advisory. Derrick joined ECS in Spring of 2018, and his focus is on helping clients build and maintain wealth. He develops income plans for those who are at or near retirement, analyzes investment portfolios, and determines future investment strategy allocations for clients. Derrick spent the first 10 years of his career with a life insurance company that specialized in the ultra-high net worth market, where he learned the value of understanding the specifics of financial instruments and the role they play in an overall financial plan.
Derrick holds current CLU® and ChFC® designations from The American College, his Oregon life/health insurance license, his Series 65 securities registration, and is working toward his CFP®. Outside the office, he enjoys spending time with his wife and son, playing sports, and tutoring math.
Lori Robinson is our director of client services at Elevation Capital Strategies and assists clients with various service items and additional requests regarding their custom retirement blueprint. She handles new accounts and outstanding service requests to assure they are taken care of in a timely manner. She is also responsible for ensuring a great experience for our clients, managing office workflow and overseeing compliance-related activities.
Lori joined the Elevation Capital Strategies team in 2010. In her spare time, she enjoys spending time with her husband and granddaughter.
Saori McRill is a client service specialist at Elevation Capital Strategies and assists clients with various service items and additional requests regarding their custom retirement blueprint focusing primarily on assets-under-management portion of the business. She handles new accounts, account transfers, various service items and works directly with clients to ensure they are taken care of in a timely manner.
Saori joined the team at Elevation Capital Strategies in 2013. She resides in Bend with her husband, Randy, and their daughter, Erin. In her spare time, she enjoys listening to music and spending time with her family.
Nicki Migdal is Elevation Capital Strategies Marketing and Events Manger. Nicki brings creativity, strong organizational skills and an extensive background in event planning to our agency. She is happy to assist with any questions regarding outreach events, workshops, client appreciation events, marketing and client retention programs. Nicki can be spotted at many of our events assuring that everything is running smoothly and taking care of logistics.
Before joining Elevation Capital Strategies in 2018, Nicki traveled around the world managing events for various prestigious companies and holds her Bachelors of Arts degree and Event Management Certification. She is grateful to be able to share her passion for event planning on a more local level in Central Oregon.
In her free time, you can find Nicki working in her garden, cooking for family and friends and collecting stamps in her passport.
Lisa Davis is our Administrative Coordinator and the friendly face greeting clients as they arrive at our office or call Elevation Capital Strategies. Lisa has never met a stranger and you can count on her to make your stay comfortable, schedule appointments with our advisors and to make sure that all your questions are answered in a timely manner. Lisa is passionate about providing top notch customer service and will brighten your day with her smile.
Before joining Elevation Capital Strategies, Lisa proudly served for ten years in the Army. Four of those years, Lisa spent with the Regular Army in Signal Battalion Units. She spent an adventurous year in South Korea and three at Ft. Lewis, WA. The remainder of her time in service was spent in the National Guard, supporting the 1 Squadron 82 Cavalry full time at the Bend Armory.
Lisa moved to Central Oregon in 2007 and enjoys spending time with her 3 children, exploring the great outdoors and hosting dinner and game nights with family and friends.
Leslie Rodgers is Elevation Capital Strategies Marketing and Events Assistant. If you attend one of our outreach or client appreciation events, you will surely hear from Leslie to confirm your attendance and go over logistics. She also jumps in to assist reception and other staff members when needed and can help make sure that all your questions get answered by the proper person.
Leslie comes to us with a background in insurance, sales and marketing and a genuine desire to create meaningful and educational experiences through effective marketing and event planning. She finds joy in offering outstanding customer service and developing genuine relationships.
Hailing from Bend, Leslie has a deep knowledge and appreciation for Central Oregon values and lifestyle. In her free time, you can find her writing, painting, trail running with her dog and sharing laughs with friends around a campfire.