Office Manager Heidi has over 15 years in the financial services industry and has a passion for building lasting relationships. When asked why she chose this career path, her answer is that “it chose me.” She loves working with clients and the opportunities that her role provides for her to make people feel valued and appreciated. No surprise, she is …
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 …
MBA, Chief Operating Officer Brian joined Elevated Retirement Group in April 2015 as an Investment Advisor Representative. He plays a key role in compliance for Elevated Retirement Group where he is responsible for managing the execution and coordination of the compliance function. He also reviews new and pending laws and regulations, which potentially affect the business practices for the group. …
Director of Marketing Cory joined the Elevated Retirement Group team in June 2012 as the director of marketing. In that role, he coordinated all activities related to client interaction, creating and distributing marketing communications — including website, social media, newsletters, email marketing and educational materials. As the team has grown, Cory’s role as vice president not only has him overseeing …
Director of Client Services Priscilla has nearly 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 Daniel began his career in the finance industry in 2017 and loves the personal relationships that come from being a Financial Advisor. He loves taking families through the financial planning process to create a personalize financial plan. He believes that everyone has different wants and needs when it comes to financial planning and there’s not a one …
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 everything she does her focus has always been on developing strong, meaningful, and long-lasting relationships to understand needs and align resources effectively. Melissa was born and raised in Southern …
