Connor is the founder and owner of the Kelley Law Firm. Since establishing the firm in 2022, he has focused on providing personalized guidance in Estate Planning, Probate, and Trust Administration. Prior to founding the firm, Connor gained valuable experience practicing at a boutique Kansas City law firm, honing his skills in helping clients navigate complex legal matters. He earned …
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 …
Director of Financial Planning/Investment Advisor Representative Cooper began his career as a financial advisor in 2023, helping individuals and families bring clarity and confidence to their financial lives. His passion for the field started when he helped his parents and grandparents build plans for themselves, which inspired him to dedicate his career to guiding others through the same process. He …
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 and holds his Series 65 license, along with life and health insurance licenses. He is currently preparing to sit for the CFP® exam. With prior experience in both the insurance and banking industries, Joe brings a well-rounded perspective to financial planning. He prides himself on building strong, personal relationships …
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 …
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 business …
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. is a CFP® professional, reflecting his commitment to comprehensive financial planning and a fiduciary standard that puts clients’ best interests first. He also holds a Series 65 Investment Adviser Representative license, along with life and health insurance licenses in Kansas, Missouri, and other states. A graduate of Kansas State University with a degree in business …
