2025 Spring Newsletter: Salt Lake City
It’s the best time of the year: baseball season! Not only has my favorite (though usually heartbreaking) team, the Boston Red Sox, started playing, but high school baseball season has started, and my 12-year-old son has already played over 20 games this year. I live for this! I’m an assistant coach for both my son’s team and for our local …
2025 Winter Newsletter: Salt Lake City
As is our style, my family hit the ground running in 2025. With both kids basically in year-round sports, we took advantage of the short break around the holidays to relax together in St. George – sleeping in was required. It was a much-needed recharge, but we’re happy to be back at home in a routine, as busy as it …
2024 Fall Newsletter: Salt Lake City
It’s hard to believe we are coming up on just the last few months of 2024. I don’t know about you, but this year had flown by faster than any year before. We completed the last of our major remodeling projects here at the ERG office. Just last month a new, more secure front door was installed with a lot …
2024 Summer Newsletter: Salt Lake City
The dog days of summer are upon us. And though it’s hot and sticky outside, and we’d like to simply be lazy and sleep all day like our family dog, summer is a busy time for my family and me. My daughter, Coraline, will be a sophomore in high school this next year and made the varsity cheer team. Cheer …
2024 Spring Newsletter: Salt Lake City
My business partner, Scott Dougan (Kansas City) and I started the year off with a bang. We were invited to a global financial advisors conference in January in Las Vegas where he and I were both, individually, inducted into the Advisors Excel Hall of Fame. This recognition is awarded to financial advisors who have seen prolonged success in financial planning …
2024 Winter Newsletter: Salt Lake City
Another new year is upon us. How did that happen? In some ways it feels like the last four years flew by in an instant. In other ways, it feels like we’ve lived a lifetime or more since 2020. Life is definitely not slowing down in my household these days. Our kids are in high school and middle school and …
2023 Fall Newsletter: Salt Lake City
Change is in the air. I’m not just talking about the leaves changing colors and the temperatures cooling. Change seems to be our theme over the past few months. As many of you know, Elevated Retirement Group will be moving to a new location this Fall. ERG continues to grow, and with that growth comes the need for more space …
2023 Summer Newsletter: Salt Lake City
Thank you to everyone who joined us on June 30th to package meals for the hungry. Working with Rise Against Hunger we were able to package 25,000 meals to be sent overseas to countries in desperate need of food and other assistance. This organization is near and dear to me personally. Almost nine years ago I lost a close friend …
2023 Spring Newsletter: Salt Lake City
Spring has finally arrived! It typically signifies births and new beginnings. However, for our family, this spring brings with it a few big endings. Our oldest, Coraline, will be graduating eighth grade next month, ending her middle school years and sending her towards high school with a summer full of practices and preparations for Fall. I can honestly say that …
2023 Winter Newsletter: Salt Lake City
As we say farewell to 2022, we look back on all the good the year offered. 2022 brought new and exciting ventures, and a small sense of the “normal” we were accustomed to before 2020. We traveled, gathered, went out, met new people and tried new things. I’m looking forward to continuing this and more in 2023. Whether it’s the …
