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 …
Chief Compliance Officer Elton joined Elevated Retirement Group in October 2017 as the Chief Compliance Officer. He brought with him 12 years of industry experience; six of those years in regulatory, audit and compliance functions. Elton creates, updates and manages the firm’s Compliance Program and ensures the firm is up to date on all new and pending laws and regulations …
Director of Marketing Cory joined the Elevated Retirement Group team in June 2012 as the director of marketing. In this role, he coordinates all activities related to client interaction, creating, and distributing marketing communications — including website, social media, newsletters, email marketing and educational materials. He also oversees all our public and business to business educational events. As the team …
Senior Director of Client Services Priscilla has over 10 years’ experience working in financial services specializing in Client Relations and Operations. Priscilla loves developing strong relationships with advisors, clients, and business partners and has a unique ability to streamline and create processes with great attention to detail. Priscilla is currently attending the University of Utah pursuing her bachelor’s degree in …
PHR, SHRM-CP: Director of People & Business Development Melissa has nearly 20 years’ experience in roles involving HR/Talent Acquisition, Sales, Marketing, and Business Development and has a true passion to help people! In her role today she focuses on developing strong, meaningful, and long-lasting relationships with independent advisors, business owners/HR professionals, and employees to understand their needs and align resources …
