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Show A-12 Sat/Sun/Mon/Tues, January 12-15, 2019 The Park Record Marketplace Nightly Lodging Tally Occupancy Report for week of January 13-19, 2019 Firm brings wealth of experience to town One adviser hopes to grow company’s Park City presence 90% 80% 70% 60% 50% 40% 30% 20% CAROLYN WEBBER ALDER The Park Record Brian Case has been searching for an excuse to move to Park City for several years, and he finally stumbled upon one last year. Case, an adviser with the financial planning and investment management firm Elevage Partners, recently hired a client services representative for Park City and rented an office in town. He has been doing business in Park City for many years, but now he plans to expand Elevage Partners’ presence in the area. The firm has five financial planners, three of whom are certified while two are currently going through the certification process, Case said. Each has a unique path that led them to Elevage Partners. Case owned a small business in the bike industry in the late 1990s when a friend convinced him to get into the insurance and stock brokerage business. He listened, and started studying to receive his certified financial planning license. Then, in 2000, he started his own financial planning and investment management business, Bradway Financial. He enjoyed building relationships with his clients and advising them to make decisions that positively impacted them for years. His business grew over time, partnering with financial planners Craig Roncaioli and Brian Deal. He eventually met Jeff Powell, who had his own financial planning business, Elevage Partners. The two businessmen decided to merge their firms in 2017 so they could extend their ser- 100% 10% Sun Mon Tues Wed Thurs Fri Sat 2019 - As of 12/15/18 Week High 2019 .........Sun 66% 2018 - As of 12/15/17 Week High 2018 .........Sun 90% 2017 - Historic Actuals Weekly Average 2019 ....... 50% Weekly Average 2018 ....... 65% NOTE: This is not a forecast of bookings. Data presented in this report represents occupancy on the books as of the report date. Source: DestiMetrics & Park City Chamber/Bureau © 2018 COURTESY OF ELEVAGE PARTNERS COURTESY OF ELEVAGE PARTNERS Leah Sturgis, the client service representative for Elevage Partners, heads the financial planning firm’s Park City office. Brian Case is one of the main advisers for Elevage Partners. He has been serving clients in Park City for several years. vices even further. They kept the name Elevage. They built up their firm, hiring more financial planners and client services representatives so they could extend their reach around the U.S. Case currently lives in Massachusetts, but he frequently travels to visit his clients around the West. Powell works out of California. Then, a few months ago, Case considered looking for a client service representative to work out of a Utah office. Case has been visiting Park City to ski for the past 30 years. Over the years, he had picked up clients throughout the area. “I thought it would be nice to have an office out there, but I didn’t want to just have an empty space,” he said. He was meeting with his client and friend Charlie Sturgis, the leader of a recreation nonprofit in Park City, and he started talking with Sturgis’s daughter, Leah Sturgis. She was a recent college gradu- ate at the time, and was eager to find her next career opportunity. Case asked if she would be interested in helping grow Elevage Partners’ name in Park City as a client services representative, and Leah Sturgis agreed. She and Case got to work finding an office and training her about the financial planning world. She said it has been a big adjustment for her, because she studied business and retail management with the intent of working in the retail industry for outdoor goods. She wanted to work face to face with clients, and she quickly realized she would be directly interacting with lots of people in her new position. The human connection is also what has kept Case in the financial planning business. “The fun part for me is the relationship part,” he said. He said he enjoys listening to his clients, learning about their circumstances and goals and trying to stand in their shoes so he can give personal advice. Now that Elevage Partners has an office in Park City, Case is eager to strengthen the relationships he already has with his Park City clients, as well as build new ones. He plans to move to Park City soon. He also hopes to increase the company’s investments in Park City. Currently, the clients of Elevage Partners have invested in a couple different properties around town, as well as the Park City Peaks Hotel’s ownership group. Elevage Partners 2078 Prospector Ave. 435-565-6369 Leah.sturgis@elevagepartners.com www.elevagepartners.com Partnership brewing with first coffee cart Lucky Ones serves its drinks in the Christian Center CAROLYN WEBBER ALDER The Park Record Lucky Ones Coffee was looking to expand its business. The Christian Center of Park City was looking to add a coffee service at its building. The two organizations quickly found a way to solve the other’s problems. Lucky Ones Coffee, a coffee shop in Park City that employees people with disabilities, set up shop in the Christian Center on Jan. 7. The coffee cart is located next to the center’s boutique and serves coffee, hot chocolate and pastries. Taylor Matkins, the co-founder of Lucky Ones, said she and Pete Stoughton, director of programs for the Christian Center, began conversations about partnering a couple months ago. Matkins told Stoughton and Rob Harter, executive director, she was searching for a way to expand so she and her partner, Katie Holyfield, could hire more people. She wanted to use the center’s new commercial kitchen to bake pastries for the coffee shop’s primary location in the Park City Library. Harter and Stoughton were on board, but they all agreed to hold off on Lucky Ones using the kitchen until after the Sundance Film Festival. A coffee cart, however, could be implemented right away. Matkins reached out to the Park City Learning Academy and special education program at Park City High School to see if they would be interested in partnering as well, since the cart could be used as a vocational program for students. They immediately said yes. Now, students from the Park Please see Coffee, A-13 SELLER MOTIVATED AND EASY TO SHOW MAKE 2019 THE YEAR OF YOU 1 259 AERIE DRIVE A LIMITED NUMBER OF OUR LOCAL MEMBERSHIP S ARE NOW AVAIL ABLE. CALL TO JOIN 435-6 47-5555 5 Bed | 6 Bath | 3,786 Square Feet | Price Reduced to $1,850,000 • USE OF POOL • 24/7 FITNESS ACCESS • INSTRUCTOR LEAD CLASSES • CONCIERGE SERVICES • DISCOUNTS IN SPA, HOTEL & POWDER P LU S : S K I STO R AG E , S K I VA L E T, & R E SO RT-S I D E VA L E T PA R K I N G This perfectly sized vacation home provides you with some of the best views in Park City. Not too big, not too small, this home is sought after in regards to ease of use, size, and location. A short walk or drive to Main Street, and just a few minutes to Deer Valley® or Park City ski resorts, this low-maintenance, south-facing home provides passive solar comfort. Generous open floor plan with expansive decks. High ceilings and large windows fill the home with natural light. For a private showing of this or any other Park City property, please call Scott. Scott Maizlish REALTOR® WA L D O R FA S TO R I A PA R KC I T Y.C O M 4 3 5 - 6 4 7- 5 5 5 5 435.901.4309 scott.maizlish@sothebysrealty.com scottmaizlish.com This material is based upon information that we consider reliable, but because it has been supplied by third parties, we cannot represent that it is accurate or complete, including price, or withdrawal without notice; square footage is an estimate only. ©MMXIX Sotheby’s International Realty Affiliates, Inc. All Rights Reserved. Sotheby’s International Realty® is a licensed trademark to Sotheby’s International Realty Affiliates, Inc. An Equal Opportunity Company. 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