About Us

McKinney, TX (Dallas)
312-515-9031
NPN: 19048656
Meet Bobby Ewan, Founder of Elevate Financial
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Bobby Ewan is the founder of Elevate Financial, bringing over six years of experience in comprehensive financial planning with a focus on retirement strategies and tax-free legacy planning. He is passionate about helping individuals and families create financial security, preserve wealth, and build a lasting legacy for future generations.
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With a reputation for excellence and mentorship, Bobby has guided more than two dozen financial advisors in implementing best practices that emphasize client-first service, transparency, and integrity. His leadership has helped shape a new generation of professionals who share his commitment to ethical and purpose-driven financial planning.
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Before establishing Elevate Financial, Bobby built a strong foundation in business management as a construction project manager, overseeing budgets for projects exceeding $255 million. His entrepreneurial drive also led him to expand a youth soccer training program into three thriving franchises, serving over 1,200 participants each week—a reflection of his dedication to growth, teamwork, and community impact.
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Fluent in English, Spanish, and Portuguese (Brazilian), Bobby enjoys connecting with clients from diverse backgrounds and cultures. Bobby grew up in Kansas City, MO. Played D1 soccer on a scholarship at Eastern Illinois University and lived in Chicago/Naperville for 20 years before relocating to Texas in 2022.
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Based in McKinney, Texas, Bobby lives with his wife, Luciana, and their two sons. Together, they love to travel and explore new places whenever possible. A proud soccer family, you can often find them on the sidelines cheering, playing, or sharing their passion for the sport.
