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 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 …
Client Services Specialist 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 minor in …
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 …
B.A., B.B.A., CPA 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 …
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 …
