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 #0E36476 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 …
Paraplanner 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 guitar as …
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 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 …
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). …
Client Services Specialist Katie is the friendly voice you hear when you call the office and the bright and cheerful face you’ll see when you walk in. Katie was born and raised in “The Good Life” of Nebraska, go Huskers! She has an extensive background of over 8 years in Pediatric Dentistry, as a dental assistant. She moved to Kansas …
Technology & Finance Director Adam joined our firm in 2015 after obtaining his Bachelor of Science in business with accounting focus from Emporia State University. Adam enjoys spending time with family, camping and kayaking. He also enjoys watching football and baseball. Adam resides in Topeka, Kansas, with his wife and their two sons.
