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 …
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 …
Investment Advisor Representative Joe graduated from Kansas State University in 2019 with a degree in History. He previously worked in the life insurance industry as well as in the banking industry. Joe prides himself on his ability to build strong personal relationships with clients to help them feel confident in their financial decisions. In his free time, Joe enjoys playing …
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 …
