Connor is the owner of the Kelley Law Firm. Before founding the firm in 2022, he practiced at a boutique Kansas City law firm, gaining valuable experience in Estate Planning, Probate, and Trust Administration. Connor earned his law degree from the University of Missouri-Kansas City School of Law in 2019 after completing his B.S. at Southeast Missouri State University in 2016. …
Cortney Dale is a dedicated insurance professional and the founder of Sunflower Insurance Solutions (SIS)—an independent insurance brokerage specializing in health coverage for both seniors and individuals under 65. Since establishing SIS in 2015, Cortney and her team have helped hundreds of individuals navigate the complexities of insurance, ensuring they find plans tailored to their unique needs. With a Bachelor of Arts …
Investment Advisor Representative CA Insurance License #0G57092 Cheryl has extensive professional experience in the financial industry since 1988 which includes banking, mortgage financing, life insurance, and financial advisor. She joined Elevated Retirement Group as an Independent Advisor Representative in November 2023 where she is held to the highest fiduciary standards to work in the best interest of her clients. She …
Investment Advisor Representative CA Insurance License #0E36475 Chirho has been in the financial service industry since 2003. He is a fiduciary and holds his series 65 with Elevated Capital Advisors, LLC. Prior to Elevated Capital Advisors, LLC, He has worked at Chase Investments and Merrill Lynch as a Financial Advisor. He graduated from Pace University with a concentration in Accounting-CPA …
Investment Advisor Representative Joe graduated from Kansas State University in 2019 with a degree in History. He previously worked in the life insurance industry as well as in the banking industry. Joe prides himself on his ability to build strong personal relationships with clients to help them feel confident in their financial decisions. In his free time, Joe enjoys playing …
Client Services Specialist/Investment Advisor Representative Dallin recently joined the Elevated Retirement team in summer 2023 to head up the new life insurance and debt elimination initiatives for the firm. Dallin comes from a few years of experience in door-to-door sales, life insurance, and software sales. He is currently finishing a bachelor’s degree in finance from Utah State University with a …
CPA, Director of Tax Pratik is a graduate of UMKC and received both his Bachelor of Business Administration with an emphasis in Finance and Bachelor of Science in Accounting. He is a Certified Public Accountant licensed in the state of Kansas. Pratik has over 13 years of tax experience in the areas of state and local tax credits, individual and …
Investment Advisor Representative Tyler graduated from Kansas State University in 2019 with a degree in Personal Financial Planning. He holds his CFP® designation and as well as his Series 65 and Life and Health Insurance licenses. Tyler has a passion for working with clients to help them achieve their financial goals. In addition to his time at ERG, Tyler recently …
Investment Advisor Representative, RFC O.J. holds a Series 65 Investment Adviser Representative license, adhering him to the fiduciary standard. He also holds life and health insurance licenses in Kansas, Missouri and other states. O.J. is an alumnus of Kansas State University, graduating with a degree in business administration. O.J. and his wife, Shawna, reside in Olathe with their three children, …
Investment Advisor Representative Born and raised in the Pacific Northwest, Jeff graduated with a degree in Economics from Humboldt State University in Northern California and has been a proud Idaho transplant since 1992. Jeff is heavily involved in his community and considers giving back extremely important. He is a long time volunteer in the Jaycees, Rotary and is a US …
