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 a decade of experience in the financial services industry, specializing in client relations, operational strategy, and process optimization. Since entering the industry in 2013, she has developed a strong reputation for building trusted relationships with advisors, clients, and business partners, while creating efficient, detail-oriented systems that enhance service delivery and team performance. …

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 …