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Our team can assist you in creating a game-winning strategy for your financial future. Here’s a look at our roster.
Cory Garcia – Vice President
Cory joined the Elevated Retirement Group team in June 2012 as the director of marketing. In that role, he coordinated all activities related to client interaction, creating and distributing marketing communications — including website, social media, newsletters, email marketing and educational materials.
As the team has grown, Cory's role as vice president not only has him overseeing the marketing and life insurance aspects of the firm but also making sure the daily operations of the advisors and support staff are on track.
A graduate of the University of Nevada, Las Vegas, with a BSBA in marketing, Cory brings a wealth of knowledge in client communication and team management to the firm. Currently, he resides in West Jordan with his wife, daughter and son. In his free time, Cory enjoys spending time with family, golfing and cheering on Kansas Jayhawks basketball.
Brian P. Hermann, MBA
Brian joined Elevated Retirement Group in April 2015 as an Investment Advisor Representative. He plays a key role in compliance for Elevated Retirement Group where he is responsible for managing the execution and coordination of the compliance function. He also reviews new and pending laws and regulations, which potentially affect the business practices for the group. He holds an MBA focused in entrepreneurial and corporate finance with a bachelor's degree in economics from Westminster College. He has over 15 years of experience in auditing, compliance, analytics and operations management.
Currently, Brian resides in Salt Lake City with his daughter and son. He enjoys watching them in junior golf and gymnastics. In his free time, Brian loves to golf and ski and tries to do both in the same day at least once a year – thanks Utah! He also enjoys traveling and learning about new places.
Christopher J. Cordova, RICP®
Chris began his career as an advisor in 2008, helping his clients achieve their unique financial goals. He takes the approach of designing holistic financial strategies for his clients as if they were his own family members or closest friends. At the heart of his practice is a passion for serving and educating clients while building strong and lasting relationships. Chris holds the RICP® (Retirement Income Certified Professional®) designation, which is an advanced professional designation for financial professionals who advise clients in the retirement phase of life. He also has a degree in finance from the University of Phoenix. He joined the Elevated Retirement Group team in 2015 as an Investment Advisor Representative, where he brings a focus of pre/post retirement strategies with investment and insurance planning.
Chris enjoys playing many sports, board games or anything competitive and has recently taken up mountain biking. The most joy he gets in life is from being with his wife, April, and their children, Ariyah, Emy and Kellan.
Sean Griffeth – Investment Advisor Representative/Plan Design
Sean joined the team in August 2015 working in Plan Design and as an Investment Advisor Representative. He is responsible for reviewing and inputting financial data and generating the necessary reports for the team of advisors. In addition, he plays a key role on the Client Relations team when it comes to application processing. Sean is a graduate of Utah State University with a bachelor's degree in accounting and a minor in personal financial planning. He has completed the licensing to become an Investment Advisor Representative. Sean currently lives in Salt Lake City with his wife, Sarah, and daughter, Hattie. He enjoys reading, spending time with his family, playing sports, and rooting for the Aggies and Jazz.
Sarah Kilgore – Client Relations Specialist
As the client relations specialist, Sarah is responsible for preparing and tracking all account applications in a timely manner. She executes client service requests in regard to their custom retirement plan ensuring client expectations are met. Sarah has worked in the financial industry for over 20 years. She has had her Series 7 and 63 licenses and is currently studying for her Series 65 and life insurance licenses exams.
Sarah grew up in Sandy, Utah, but currently lives in the Sugarhouse area. She has two daughters, Darcy and Madison, who definitely keep her on her toes. Outside of the office, Sarah stays busy running kids to and from school and the many other activities they are involved in. There is never a dull, quiet or relaxing moment in her household, and she wouldn’t have it any other way.
To schedule a time to discuss your financial future, contact us at firstname.lastname@example.org or call us at (801) 639-0095 today!
Investment Advisory Services offered through Elevated Capital Advisors, LLC, a Registered Investment Adviser. Insurance products and services offered through Elevated Financial Services, LLC.
*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.