Elevated Retirement Group - Utah logo

Elevated Retirement Group - Utah jobs and careers

Sandy, UT, United States

As of October 23, 2026, Elevated Retirement Group - Utah has no open roles listed.

About Elevated Retirement Group - Utah

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 that dictates your future. You owe it to yourself to ensure that your philosophy lines up with that of your advisory team’s. We believe in providing unbiased and objective advice based solely on your situation, not on sales of proprietary products or corporate constraints. That’s why we stand by our own declaration of independence and sit on the same side of the table as the families we serve. We always look after your best interest, guided by an honest assessment of your needs and goals. Your agenda is our highest priority. As your fiduciary, we are straightforward in our advice, transparent in our fees, and responsive in our service. We engage in the relentless pursuit of putting you first in everything we do. Our goal is to educate and empower you to make better decisions with your hard-earned dollars. Financial salespeople and big institutions are generally setup with one objective in mind: profit. While we’re very much in business to earn a fair profit, we believe that an educated client is better able to make sound financial decisions. When decisions are made based on facts and logic, retirees have the potential to experience a more successful retirement. Before you embark on a lengthy retirement, wouldn’t you like to understand the myths and misconceptions that can wreak havoc on an unprepared retiree?

Founded
2001
Employees
11 to 50
Headquarters
Sandy

Leadership

The top of Elevated Retirement Group - Utah's org chart, with how many people report into each leader.

SLPhoto of Sean P. Lee

Sean P. Lee

Managing Partner/ Founder/ Investment Advisor Representative

15 reports

JHPhoto of Jacque Hayes

Jacque Hayes

Senior Director Of Client Services

5 reports

JDPhoto of Jennifer Dougan

Jennifer Dougan

Director Of Operations

3 reports

CGPhoto of Cory Garcia

Cory Garcia

Director Of Marketing

ADPhoto of Adam Dougan

Adam Dougan

Technology & Finance Director

EWPhoto of Elton Wilcox

Elton Wilcox

Chief Compliance Officer

MCPhoto of Melissa Ceballos

Melissa Ceballos

Director Of Talent And Business Acquisition

TMPhoto of Tyler Moison

Tyler Moison

Cfp®

Jobs at Elevated Retirement Group - Utah

No open positions right now. Explore more companies on TheJobsMap.

Elevated Retirement Group - Utah jobs: common questions

Is Elevated Retirement Group - Utah hiring right now?
Elevated Retirement Group - Utah has no open roles listed as of October 23, 2026. Roles appear here as soon as they are posted on Elevated Retirement Group - Utah's careers site.
Where is Elevated Retirement Group - Utah headquartered?
Elevated Retirement Group - Utah is headquartered in Sandy, UT, United States and was founded in 2001.
Who leads Elevated Retirement Group - Utah?
Sean P. Lee, Managing Partner/ Founder/ Investment Advisor Representative, is at the top of Elevated Retirement Group - Utah's org chart.
How do I apply for a job at Elevated Retirement Group - Utah?
Pick a role on Elevated Retirement Group - Utah's TheJobsMap page and select Apply. Every listing links to the original posting on Elevated Retirement Group - Utah's own careers site, so you apply directly with the employer.