Individuals

An array of investment options designed to complement your unique financial story.

Companies

401(k) solutions along with other retirement account solutions to fit your needs.

Foundations

Investment strategies designed to fit your organization’s specific investment objectives.

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About Us

Elevate is the Financial Planning division of Frontier Asset Management, LLC headquartered in Sheridan, WY. With Wyoming roots and values guiding us as a company, we strive to do what is best for our clients, not easiest. Nowadays there are so many options for financial advice, it can be challenging to find an investment firm that fits your needs. Please contact us to see if one of Frontier Asset Management’s nationally recognized investment strategies is right for you.

Learn more about Frontier
Jim and Kelly
Jim Shellenberger, CFA
Jim joined Frontier Asset Management in 2015 as a member of the investment department operating as an Investment Analyst Associate. He holds his Series 65 Securities License, is a Chartered Financial Analyst® Charterholder, Member of the CFA Institute and the Colorado Society of Security Analysts and is a graduate of the University of Wyoming with a degree in Business Administration and minors in Finance and Honors.
Kelly Miller-Smart
Kelly is Frontier Asset Management’s most experienced account manager who is now devoted to serving Elevate clients. She joined Frontier in 2013, bringing with her more than 20 years of experience in public accounting and business administration.
Supported by Frontier Asset Management and their team  
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