Elisabeth Mesquit, CFP®, CFA

I live in Portland, Oregon with my husband Brent. As a military spouse for more than two decades, I experienced firsthand the financial realities that many families face—frequent moves, deployments, career transitions, and the need to plan carefully for an uncertain future.

Those experiences shaped the way I approach financial planning today. I believe financial decisions should support the people and priorities that matter most, not just the numbers on a statement.

Early in our marriage, Brent’s career as an Air Force pilot required our family to move every few years. During that time, I stepped away from a corporate career to focus on raising our four children and managing our household through constant relocation and a single-income lifestyle. Those years deepened my interest in personal finance and reinforced the value of disciplined financial decision-making.

In 2012, our family faced a life-threatening medical diagnosis. Because we had taken a careful approach to financial planning, I was able to focus entirely on my husband’s recovery and our family without worrying about financial stability. That experience reinforced my belief that thoughtful financial planning creates resilience during life’s most difficult moments.

After Brent’s medical retirement from the Air Force, we spent a year traveling together as a family before settling permanently in Portland. Once we put down roots, I returned to the financial profession with a clear goal: helping individuals and families create financial strategies that provide stability, flexibility, and long-term security.

Today, I work closely with clients to simplify financial decisions, plan for life transitions, and build strategies designed to support both their present needs and future goals.