Our Team

 
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Ken Armstrong, CFP®, RICP®, ChFC®, CLU®, CASL®, CLTC

Chief Executive Officer

Mr. Armstrong is a founding member and the Chief Executive Officer at Elevate and spends most of his time designing complex tax management strategies for folks who have substantial estates.

Mr. Armstrong started his career at Northwestern Mutual in 1998 and quickly built a thriving practice by developing meaningful, trust-based relationships and putting his client’s interests ahead of his own. His desire for a deep understanding of his field propelled him to earn a collection of professional credentials that is virtually unrivaled in our community and enable him to advise successful professionals, business owners, and high net worth individuals.

Ken lives in Eagle, CO with his wife Wendy and children Grace and Elijah. 

Outside the office, Mr. Armstrong enjoys running, playing golf, mountain biking, shooting sports, skiing, and RVing. He is an active member of the Vail Church, the Organizational Leader for the local 4H Shooting Sports Club, the President of his office building’s HOA, and the coach of his son's tee-ball team.

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Shane Fleury, CFA®

Chief Investment Officer

Mr. Fleury is a founding member and the Chief Investment Officer at Elevate.  His primary focus is Portfolio Construction and Portfolio Management.

Mr. Fleury's career started in the mail room at Nationwide Financial and he earned his first securities license shortly after, in 2004. Prior to launching Elevate, he was the Director of Investments in private practice at Northwestern Mutual. 

In 2019, he was awarded the CFA® Charter which is internationally recognized as the highest distinction that the investment management profession has to offer.

Outside the office, you’ll find Mr. Fleury on the golf course, skiing, playing hockey and mountain biking.

Beyond that, he simply enjoys being outdoors (no matter the season) with his wife, daughter and dog. He leaves the 2 cats at home.

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Olivia Boomhower

Associate

Ms. Boomhower graduated from Sierra Nevada College in 2018 earning her Bachelor’s in Finance and Economics with a concentration in Global Business Management.

At Elevate, she takes care of making sure everything runs smoothly for our clients and teammates.

Olivia is a Colorado local, raised right here in Eagle.

Outside the office, she enjoys boating, camping, paddle boarding, rafting, and snowboarding.

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Jacob Going

Financial analyst

As a Financial Analyst, Mr. Going’s primary focus is to oversee the firms investment operations to ensure portfolios are designed and maintained efficiently.

Jacob accepted a full academic scholarship to Louisiana State University where he graduated in only 3 years with a Bachelor’s Degree in Finance om 2016. He recently passed the third and final level of the CFA® exam and is awaiting his charter pending completion of a work experience requirement.

Mr. Going was born and raised in Louisiana, but has since relocated to Colorado and is currently living in Boulder with his girlfriend Emilie.

Outside the office, he enjoys golfing, skiing, snowboarding, and hiking.