Learn more about us and what we are passionate about.
As the Founder of Elevated Wealth Management, our mission is to elevate the meaning and purpose in the lives of others, allowing them to focus on where they can make the biggest impact today.
Eric is a Chartered Financial Consultant (CHFC), has passed the Series 65 securities exam and holds his Life & Health Insurance License.
He began working with an independent financial planning firm in 2007, that focused on retirement planning.
Outside of work life, Eric and his wife Jennifer, share 3 beautiful children, Madison, Carter, and Chandler. He is very involved in his local church and coaches little league baseball.
We put God first in everything that we do and that means with our family, friends, and business.
As a woman, I understand what it means to work hard and put needs before my own. I understand the challenges that women face today.
When my aunt got diagnosed with cancer in 2020, I made it my purpose to help her where I could, and through that process, I quickly realized Women's financial needs are often different from men. Their preferred style of learning is often different as well.
That's why I made the decision to work alongside Eric to help address the unique aspects of women's financial goals and concerns. As a licensed insurance professional, I am committed to continued education to better assist our clients.
Meet our official smile team. Running a family practice means you may run into one of our official members at the office.
Chandler (3), Madison (9), Carter (4)