Investment Advisor Representative CA Insurance License #0G57092 Cheryl has extensive professional experience in the financial industry since 1988 which includes banking, mortgage financing, life insurance, and financial advisor. She joined Elevated Retirement Group as an Independent Advisor Representative in November 2023 where she is held to the highest fiduciary standards to work in the best interest of her clients. She …
Investment Advisor Representative CA Insurance License #0E36475 Chirho has been in the financial service industry since 2003. He is a fiduciary and holds his series 65 with Elevated Capital Advisors, LLC. Prior to Elevated Capital Advisors, LLC, He has worked at Chase Investments and Merrill Lynch as a Financial Advisor. He graduated from Pace University with a concentration in Accounting-CPA …
New Business Project Manager 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 …
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). …
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 …
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 economics …
Investment Advisor Representative Chris began his career as an advisor in 2008, helping his clients achieve their unique financial goals. He takes the approach of designing holistic financial strategies for his clients as if they were his own family members or closest friends. At the heart of his practice is a passion for serving and educating clients while building strong …
Sean P. Lee, MSFS Managing Partner, Investment Advisor Representative Since 2002, Sean Lee has helped families reach and maintain their financial goals. As a trusted advisor, he coaches and assists his clients with their financial goals by focusing on the fundamentals and takes a practical and personal approach when working with them. He thoroughly educates his clients about the ins …
Director of Talent and Business Acquisition 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 effectively. Melissa …
