About Us
Elevate Asset Management 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 we are the right fit for you.
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.
EDUCATION
- Chartered Financial Analyst® Charterholder and a member of the CFA Institute
- BS in Business Administration from the University of Wyoming with a Finance minor
- Completed the Series 65 Uniform Investment Advisor Law Exam
MORE ABOUT JIM
- He enjoys time in the outdoors – hunting, fishing, hiking, and backpacking.
- You will find him watching and participating in sports.
- He owns shares in the Green Bay Packers.
Megan is an accomplished Financial Advisor with a fourteen-year history of success in the wealth management and financial planning field. Megan is a CFP® professional. Having attained the standard of excellence in financial planning by meeting education, experience, and ethical standards as well as making a commitment to service in the best interest of her clients’ best interests today to prepare for a more secure tomorrow. Megan is “passionate about helping clients through life events and planning for the future – whether it is planning for retirement, investing for a future goal, or analyzing employer-sponsored plan options.” She also enjoys working alongside clients, getting to know them, and providing solutions and strategies to help achieve their short and long-term goals and dreams.
EDUCATION
- CERTIFIED FINANCIAL PLANNER™ professional
- Bachelor of Business Administration from Boise State University with a major in General Business Management
MORE ABOUT MEGAN
- She was born and raised in beautiful Sheridan, WY
- She enjoys gardening and running
- She is a very active volunteer in her community, including involvement with the Downtown Sheridan Association, Sheridan Senior Center and Make a Wish Foundation
307-763-5049
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.
EDUCATION
- Studied Accounting at The New School
- Dance, Musical Theatre at Oklahoma City University
MORE ABOUT KELLY
- She lived in Japan for eight months, working at Tokyo Disneyland as Mary Poppins.
- She is a certified scuba diver.
- At 6, she made her first purchase with her own money: the Beatles’ Rubber Soul album.