Santa Fe-based Elevation Financial Group has affiliated with Austin, Texas-based Kestra Financial Inc. to serve as the independently owned Elevation’s broker/dealer.

Kestra provides wealth-management-platform technology, operations, compliance and oversight services, said Deborah Trouw, Elevation’s owner, lead financial adviser and certified financial planner.

“This gives us an upgrade in our technology,” Trouw said. “We are able to look more in-depth with people’s portfolio and communicate more effectively with clients and make more efficient and timely transactions.”

Trouw has owned Elevation Financial Group since 2007. Her daughter, Natalie Trouw, is a licensed associate at the firm and designated successor to operate the company.

Kestra supports more than 1,700 independent financial professionals with comprehensive securities and investment advisory services.

(0) comments

Welcome to the discussion.

Thank you for joining the conversation on Santafenewmexican.com. Please familiarize yourself with the community guidelines. Avoid personal attacks: Lively, vigorous conversation is welcomed and encouraged, insults, name-calling and other personal attacks are not. No commercial peddling: Promotions of commercial goods and services are inappropriate to the purposes of this forum and can be removed. Respect copyrights: Post citations to sources appropriate to support your arguments, but refrain from posting entire copyrighted pieces. Be yourself: Accounts suspected of using fake identities can be removed from the forum.