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About Us

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McKinney, TX (Dallas)

469-500-4459

NPN: 19048656

Meet Bobby Ewan, Founder of Elevate Financial

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.

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.

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.

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. 

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.

About Us

Experienced, independent, and client-focused, Elevate Financial empowers your financial freedom and long-term success. Located in McKinney, TX. Helping families all throughout the US. 

Contact Info

Phone:

469-500-4459

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© 2025 By Elevate Financial Producers, LLC. All Rights Reserved.

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