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Elevated Retirement Group - Utah

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We believe that all financial advisors may have been created equal, but they’re not all the same when it comes to how they’ve equipped themselves and how they guide clients toward their goals. Naturally, any two advisors may look the same from a distance, but it’s their philosophy toward clients th... Read more

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Sean P. Lee
President and Founder

Sean P. Lee

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Elton Wilcox
Chief Compliance Officer
Adam Dougan
Technology & Finance Director
Jacque Hayes
Senior Director Of Client Services
Jennifer Dougan
Director Of Operations
Cory Garcia
Director Of Marketing
Katie Murray
Client Services Specialist
Lindsay Platt
Client Service Specialist
Tyler Moison
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Heidi Davies
Office Manager/client Services