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 …
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 …
Office Manager Amanda is the friendly voice you’ll hear when you call the office and the cheerful face you’ll see at the front desk. Amanda lives in south Kansas City with her husband and 2 daughters. Amanda graduated from Avila University in 2008 and has a Bachelor of Science in Radiologic Technology. Although Amanda has spent the last 15 years …
Client Service Specialist Lindsay provides administrative support to our client accounts. She has over 10 years of administrative experience working in financial services, and she truly enjoys building strong relationships with clients. Lindsay was born and raised in the Kansas City area and graduated from Pittsburg State University. She and her husband, Aaron, have two children, Stella and Truman. In …
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 …
Client Services Specialist Katie has worn many hats at Elevated Retirement Group, but she is currently in charge of client communication and marketing outreach. She was born and raised in “The Good Life” of Nebraska, go Huskers! Before coming to ERG in 2020, she was a pediatric dental assistant for over 8 years. She now resides in south Kansas City …
Technology & Finance Director Adam joined our firm in 2015 after obtaining his Bachelor of Science in business with accounting focus from Emporia State University. Adam enjoys spending time with family, camping and kayaking. He also enjoys watching football and baseball. Adam resides in Topeka, Kansas, with his wife and their two sons.
Senior Director of Client Services Jacque is the Senior Director of Client Services and joined the firm in July 2013. She provides comprehensive administrative support and plays a proactive role in building strong, lasting relationships with the families the firm serves. Known for her exceptional attention to detail, Jacque efficiently processes applications with accuracy and timeliness and executes client service …
Director of Operations Jennifer serves as the director of marketing and oversees daily operations in the office. As the team has grown, Jennifer has taken on additional roles that ensure smooth daily operations. Jennifer loves planning all the fun and exciting events we host. She is an avid fitness instructor and enjoys spending time with family in Portland, Oregon, and …
