Advisor Milestone
We are excited to share that our newest advisor, Cooper Parry, has officially completed his CFP® certification. The Certified Financial Planner™ designation is widely recognized as the gold standard in financial planning and reflects a deep commitment to technical expertise, ethical standards, and putting clients’ best interests first. Cooper’s achievement further strengthens our team and enhances the level of guidance …
Our Team is Expanding
In other wonderful personal news from our team. Our advisor, Dallin Bunnell, and his wife, Rachel, are expecting their first child this July. It is an exciting milestone for their growing family, and we could not be happier. As Dallin prepares for this new chapter, please be assured that our team has planned accordingly to ensure continuity of service. Should …
Welcome Thomas James
Born November 22nd Tyler and Hannah Moison welcomed Thomas James into the world on Saturday, November 22nd. Mommy, baby and daddy are all doing great.
Congratulations Cooper
We’re thrilled to share some exciting personal news—our very own Cooper Parry recently tied the knot! Please join us in congratulating Cooper and Jane on their marriage. We’re so happy for them and wish them a lifetime of love, laughter, and happiness!
Team Corner: Exciting News!
EXCITING NEWS FROM OUR TEAM! We’re thrilled to share some joyful news— Tyler & Hannah Moison are expecting a baby late November! This is a very special time for them, and we couldn’t be happier for their growing family. We know many of you have worked closely with Tyler and will join us in sending best wishes during this exciting …
Meet Maximus Dougan
Scott and Jennifer rescued this little cutie from KC Pet Project the past November. Max is a 5-month old Rhodesian Ridgeback. This breeds’ temperament is dignified, mischievous, intelligent, loyal, sensitive and strong-willed. We can agree that he’s all these adjectives!
Team Corner
Congratulations to O.J. Allen, CFP® O.J. recently passed the CFP® certification examination and met all requirements to earn this designation. We are proud to recognize this significant accomplishment and O.J.’s hard work, determination and dedication. The CFP® designation is the highest standard of excellence in the field of personal financial planning. Cheers to O.J.!
Chiefs Kingdom
Here’s the Elevated Retirement Group team showing support for The Kansas City Chiefs. Our team proudly sporting red and gold gear while celebrating a shared passion for football. Together, we embody the Chiefs’ winning mentality, bringing that same energy and teamwork into everything we do.
Team Corner
Welcome Cynthia Choe Seymour Cynthia’s organizational abilities and attention to detail make her the ideal candidate for our Marketing Director. She enjoys learning new software programs and increasing her knowledge in the marketing field. Cynthia comes from a multicultural family with roots in the East and Far East. Her dad is from the Bahamas, and his mother is from Boston; …
Team Corner
Welcome Harrison Katie and Brandon welcomed their 4th child, Harrison Cole Murray, on January 26th. Hadley, Hayes and Harlow are so in love with him!
