askelevated@erg-slc.com
Our Process
Fiduciary vs. Suitability
Who We Serve
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
Cory Garcia
Vice President
Brian P. Hermann, MBA
Chief Operating Officer
Christopher J. Cordova, RICP®
Investment Advisor Representative
Elton Wilcox
Chief Compliance Officer
Holly Smith
Office Manager
Trent Colledge
Investment Advisor Representative
Melissa Ceballos
Director of Talent and Business Acquisition
Daniel Allgaier
Financial Planner
Priscilla Hansen
Client Services Coordinator
Salt Lake City
9350 South 150 East
Suite 320
Sandy, UT 84070
(801) 639-0095
Our Process
Fiduciary vs. Suitability
Who We Serve
Your Team
Salt Lake City
Kansas City
St. George
Boise
Resources
Salt Lake City
Kansas City
Client Portal
Contact Us
askelevated@erg-slc.com