Our Process
- - Our Philosophy
  - Fiduciary vs. Suitability
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- - Pre-Retirees and Retirees
  - Employers
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Salt Lake City Team
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    The Retirement Elevated Podcast with Sean P. Lee. Browse all.
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The Salt Lake City Team

The People Behind The Brand

Managing Partner

Sean P. Lee, MSFS

Managing Partner, Investment Advisor Representative

Advisors

Chirho Garcia

Investment Advisor Representative
Cheryl Battung

Investment Advisor Representative
Christopher J. Cordova, RICP®

Investment Advisor Representative

Operations

Dallin Bunnell

Client Services Specialist
Melissa Ceballos

PHR, SHRM-CP: Director of People & Business Development
Heidi Davies

Office Manager
Cory Garcia

Director of Marketing
Colby Gillies

Portfolio Support Specialist
Priscilla Hansen

Senior Director of Client Services
Cooper Parry

Director of Financial Planning
Ellen Whall

Director of Advisor Services
Elton Wilcox

Chief Compliance Officer

Set Yourself Up for Retirement Success

Schedule a Conversation with Salt Lake City

“Using a team approach, we can close the gaps between your current status and your future goals, helping you make wise decisions concerning your wealth.”

Salt Lake City Office

(801) 639-0095
11925 South 700 East
Draper, UT 84020
askelevated@erg-slc.com

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Our Process
- Our Philosophy
- Fiduciary vs. Suitability
Who We Serve
- Pre-Retirees and Retirees
- Employers
Our Team
Resources
Contact Us

Send Us Secure Files

Disclaimer

Investment Advisory Services offered through Elevated Capital Advisors, LLC, an SEC Registered Investment Advisor.

© 2024 Elevated Retirement Group. All Rights Reserved. *Guarantees provided by insurance products are backed by the claims-paying ability of the issuing carrier. The retirement kit is provided for informational purposes only. It is not intended to provide tax or legal advice. By requesting this report, you may be provided with information regarding the purchase of insurance and investment products in the future.