Sean is the President and Founder of Elevated Retirement Group with offices in Sandy and St. George, Utah. Elevated Retirement Group offers a wide variety of programs and services which are individually tailored to each of its client’s financial needs. With a unique focus on capital preservation, Sean utilizes the best suited tools in the industry to help his clients achieve their financial goals. Combining income planning, institutional wealth management, and estate planning strategies, Sean is dedicated to providing the highest quality advice and wealth management solutions to simplify and enhance the quality of life.Sean has been recognized by Utah Business magazine as one of the Top 40 Under 40 professionals in Utah. He has been recognized by Fidelity Investments for Fiduciary Excellence.As an Investment Advisor Representative with Elevated Capital Advisors, LLC., Sean is held to the highest fiduciary standards, making investment recommendations in the best interests of his clients and always operating in an ethical manner. Sean is also a licensed life and health insurance professional, permitting him to recommend and utilize life and long-term care insurance solutions as part of each client’s comprehensive financial plan. He holds a Masters of Science in Financial Services (MSFS) from the Institute of Business & Finance and a Bachelor of Science in Finance from Westminster College.Investment Advisory Services offered through Elevated Capital Advisors, LLC. A Registered Investment Adviser. Insurance products and services offered through Elevated Financial Services, LLC.

Sean is the Director of Financial Services for Galileo Financial Group, LLC. Not only does he work closely with his clientele, Sean also spends a great deal of his time training and working closely with advisors and representatives of Galileo. He is an investment advisor representative who takes a fundamental approach to assisting and teaching his clients to plan and execute a material financial plan. He offers a wide variety of programs and services that are individually tailored to each of his client’s financial needs.