Director of Financial Planning Colby Gillies joined the team in May 2020. After graduating from Utah Valley University with a bachelor’s degree in finance in 2019, he worked in operations at Goldman Sachs for about one year before joining the Elevated team. In his current role, Colby handles all trade execution on behalf of the firm and works with our …
Director of Financial Planning Cooper Parry graduated from Utah State in 2022 and has since been building his career in the financial services industry. He holds Series 65 and life and health insurance licenses and is working toward completing the necessary hours of experience for his CFP® certification. Cooper is dedicated to providing clients with tailored financial advice and is …
Director of Advisor Services Ellen graduated from Utah Valley University in 2021 with a degree in Personal Financial Planning and a minor in accounting. She has over 20 years of customer service experience between varying industries. She chose a career path in personal finance as an opportunity to use her own personal experiences to help others. After starting to work …
Office Manager Bio coming soon.
Client Service Specialist Lindsay provides administrative support to our client accounts. She has nearly eight 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 …
Office Manager Heidi has over 15 years in the financial services industry and has a passion for building lasting relationships. She loves working with clients and the opportunities that her role provides for her to make people feel valued and appreciated. Heidi enjoys spending time with her family, exploring new music and films, reading, and traveling (to name a few). …
Client Services Specialist Katie is the friendly voice you hear when you call the office and the bright and cheerful face you’ll see when you walk in. Katie was born and raised in “The Good Life” of Nebraska, go Huskers! She has an extensive background of over 8 years in Pediatric Dentistry, as a dental assistant. She moved to Kansas …
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 joined our firm in July 2013. Jacque provides complete administrative support and takes a proactive role in developing deeper relationships with the families that we serve. Jacque’s attention to detail allows her to efficiently process applications in an accurate and timely fashion. She executes client service requests in regard to their custom retirement plan, …
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 …
