Abshire Capital supports families, professionals, and retirees throughout the region with disciplined wealth and capital management. While our tools and technology continue to advance, our mission remains the same: to empower clients to make informed financial decisions and build a future they can feel confident about.
Northbound Advisory was founded in 2008 by advisor Mark Ellison, who left a large national firm with a simple idea: clients deserved clear, personal guidance without sales pressure. Working from a small office above a local bank, Mark built the practice on referrals, long-term relationships, and a planning-first approach.
By 2014, Ridgeview had grown into a full advisory team, adding specialists in retirement income, tax strategy, and small-business planning. The firm moved into its current office downtown and adopted a fee-based model to better align with client goals. Through market ups and downs, the focus stayed the same—steady advice, consistent communication, and plans built to last.
Today, Ridgeview serves families, professionals, and retirees across the region. While the tools and technology have evolved, the mission remains unchanged: help people make confident financial decisions and build a future they can feel good about.
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President Gradient Investments, LLC
Senior Portfolio Manager Gradient Investments, LLC
Senior Portfolio Manager Gradient Investments, LLC
*This endorsement of Gradient Investments, LLC, (GI) and its portfolio management services is provided by an investment advisor representative of Gradient Advisors, LLC (GA). This investment advisor representative refers clients to GI for portfolio management services. GI does not pay separate compensation to GA in relation to its endorsement or any promotional services. However, GA receives a portion of the advisory fees paid by clients who utilize the portfolio management services of GI. GA also shares in the revenue of GI via quarterly payments based on the amount of total assets GA places with GI. This endorsement incentivizes GA in increasing the assets placed with GI, and therefore the compensation received by GA. GA’s investment advisor representatives are not affiliated with or supervised by GI. An additional conflict of interest exists because GA and GI are under common ownership. While these conflicts of interest exist, investment advisor representatives of GA are subject to fiduciary duty and must act in the best interests of their clients. These investment advisor representatives and their clients are not required to use GI, and may select other investment managers.
wealth manager
Jesse Abshire is Founder & Wealth Manager for Abshire Capital Management, focused on helping individuals and families transition from accumulation to retirement income with greater clarity, structure, and confidence. He specializes in retirement distribution planning, tax-aware strategies, risk management, and creating written financial roadmaps designed to help clients pursue their retirement income goals.
Chief Operating Officer
Jodi-Kay Perrin serves as COO of Abshire Capital Management, overseeing operations, client experience, and execution support across all client engagements. With a strong background in systems, risk management, and multi-industry operations, she helps ensure the firm delivers services with consistency, discipline, and precision. Jodi-Kay does not provide investment advice.
