Office Manager Amanda is the friendly voice you’ll hear when you call the office and the cheerful face you’ll see at the front desk. Amanda lives in south Kansas City with her husband and 2 daughters. Amanda graduated from Avila University in 2008 and has a Bachelor of Science in Radiologic Technology. Although Amanda has spent the last 15 years …
Client Service Specialist Lindsay provides administrative support to our client accounts. She has over 10 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 …
Director of Tax 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 has worn many hats at Elevated Retirement Group, but she is currently in charge of client communication and marketing outreach. She was born and raised in “The Good Life” of Nebraska, go Huskers! Before coming to ERG in 2020, she was a pediatric dental assistant for over 8 years. She now resides in south Kansas City …
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.
Senior Director of Client Services Jacque is the Senior Director of Client Services and joined the firm in July 2013. She provides comprehensive administrative support and plays a proactive role in building strong, lasting relationships with the families the firm serves. Known for her exceptional attention to detail, Jacque efficiently processes applications with accuracy and timeliness and executes client service …
Director of Operations Jennifer serves as the director of marketing and oversees daily operations in the office. As the team has grown, Jennifer has taken on additional roles that ensure smooth daily operations. Jennifer loves planning all the fun and exciting events we host. She is an avid fitness instructor and enjoys spending time with family in Portland, Oregon, and …
Investment Advisor Representative Tyler graduated from Kansas State University in 2019 with a degree in Personal Financial Planning. He holds his CFP® designation and as well as his Series 65 and Life and Health Insurance licenses. Tyler has a passion for working with clients to help them achieve their financial goals. In addition to his time at ERG, Tyler recently …
Investment Advisor Representative, RFC O.J. holds a Series 65 Investment Adviser Representative license, adhering him to the fiduciary standard. He also holds life and health insurance licenses in Kansas, Missouri and other states. O.J. is an alumnus of Kansas State University, graduating with a degree in business administration. O.J. and his wife, Shawna, reside in Olathe with their three children, …
