askelevated@erg-slc.com
Our Process
Fiduciary vs. Suitability
Who We Serve
Pre-Retirees and Retirees
Employers
Your Team
Salt Lake City
Kansas City
St. George
Boise
Resources
Salt Lake City
Kansas City
Client Portal
Contact Us
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Meet Our Salt Lake City Team
The People Behind The Brand
Sean P. Lee, MSFS
Managing Partner
Christopher J. Cordova, RICP®
Investment Advisor Representative
Trent Colledge, AFC
®
CFP®
Investment Advisor Representative
Daniel Allgaier, CFP®
Investment Advisor Representative
Holly Smith
Office Manager
Robbie Morris
Client Services Representative
Priscilla Hansen
Client Services Coordinator
Cory Garcia
Director of Marketing
Melissa Ceballos
Director of Talent and Business Acquisition
Brian P. Hermann, MBA
Chief Operating Officer
Elton Wilcox
Chief Compliance Officer
Salt Lake City
9350 South 150 East
Suite 320
Sandy, UT 84070
(801) 639-0095
Our Process
Fiduciary vs. Suitability
Who We Serve
Pre-Retirees and Retirees
Employers
Your Team
Salt Lake City
Kansas City
St. George
Boise
Resources
Salt Lake City
Kansas City
Client Portal
Contact Us
askelevated@erg-slc.com