Elite Life Management LLC

Ryan Williams is a CFP® and ChFC® with nine years of industry experience. He is currently with Elite Life Management LLC, where he has worked since 2021, following roles at Bank of America and Merrill Lynch. Outside of his advisory work, Williams is a published author of a personal travel book and a silent partner in an athletic training facility. Elite Life Management provides discretionary and non-discretionary investment management and financial planning to individuals, high-net-worth investors, trusts, estates, legal entities, charitable organizations, and retirement plans. The firm employs a fundamental, generally long-term investment approach tailored to client goals and circumstances, utilizing ETFs, mutual funds, individual securities, and alternative investments when appropriate.

Stephanie Terbrock is a financial advisor at Elite Life Management LLC with seven years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Merrill Lynch, Wells Fargo Clearing Services, and RHI General Group prior to joining Elite Life Management. Elite Life Management provides discretionary and non-discretionary investment management and financial planning to a diverse client base, including high-net-worth individuals, trusts, estates, and charitable organizations. The firm employs a fundamental, generally long-term investment approach tailored to clients’ goals and risk tolerance, utilizing ETFs, mutual funds, individual securities, and alternative investments when appropriate.

Jeremy Shelby is a financial advisor at Elite Life Management LLC with seven years of industry experience. He holds a Series 66 designation and has previously worked at Bank of America, Merrill Lynch, and Motion Group Sports. Outside of his advisory role, he owns Elite Life Consulting, a branding solutions business serving athletes, entrepreneurs, and professionals. Elite Life Management provides discretionary and non-discretionary investment management and financial planning services to a diverse client base, including high-net-worth individuals, trusts, estates, and charitable organizations. The firm employs a fundamental, generally long-term investment approach tailored to client goals, utilizing ETFs, mutual funds, individual securities, and alternative investments when appropriate.

Maike Foster is a financial advisor at Elite Life Management LLC with 12 years of industry experience. She holds a Series 66 designation and has previously worked at Morgan Stanley Smith Barney, Bank of America, and Merrill. Foster is based in Sarasota, FL. Elite Life Management provides discretionary and non-discretionary investment management and financial planning to individual and high-net-worth clients, trusts, estates, legal entities, charitable organizations, retirement plans, and other registered investment advisers. The firm employs a fundamental, generally long-term investment approach tailored to client goals and risk tolerance, using a variety of investment vehicles including ETFs, mutual funds, individual stocks and bonds, and private placements.