We can help you define your goals and create a financial strategy to reach them.

It’s easy to get started — as a member of Elevations Credit Union, you get a complimentary one-on-one consultation with a Wealth Management Advisor through LPL Financial LLC (“LPL*”).

Photograph of of Financial Advisor John Marx

John Marx

VP, Program Manager

John leads the LPL Wealth Management team here at Elevations Credit Union. The team is solely focused on helping our me…

Photograph of of Financial Advisor Patrick Seal

Patrick Seal, CFP®

Financial Advisor

Patrick Seal is a registered Financial Advisor through LPL Financial LLC (“LPL”), at Elevations Credit Union and has be…

Photograph of of Financial Advisor Robert Cribbs

Robert Cribbs, CFP®

Financial Advisor

Robert Cribbs is a registered Financial Advisor through LPL Financial LLC (“LPL”), at Elevations Credit Union. Robert i…

Photograph of of Financial Advisor Jorin Bale

Jorin Bale, CFP®, CAP®, CLU®, ChFC®

Financial Advisor

Not able to accept new clients at this time

As a Certified Financial Planner™ professional, Jorin is most passionate about developing personal relationships with c…

Photograph of of Financial Advisor Scott Hermann

Scott Herrmann, CFP®

Financial Advisor

Scott is a registered Financial Advisor through LPL Financial LLC (“LPL”), at Elevations Credit Union. He is a Certifie…

Photograph of of Financial Advisor Chris Thorpe

Chris Thorpe

Financial Advisor

Longmont, Loveland & Fort Collins

Chris is a registered Financial Advisor through LPL Financial LLC (“LPL”), at Elevations Credit Union. He has an intima…

Photograph of of Financial Advisor DeWayne Scott

DeWayne Scott, CRPC™, AWMA™

Financial Advisor

Lafayette, Louisville & Broomfield

DeWayne is a registered Financial Advisor through LPL Financial LLC (“LPL”), at Elevations Credit Union. He has been in…

Photograph of CFS Registered Associate Sheli Emerick

Sheli Emerick

Financial Advisor

Sheli is a registered Financial Advisor through LPL Financial LLC (“LPL”), at Elevations Credit Union. She has worked a…

Photograph of CFS Registered Associate Emily McAvoy

Emily McAvoy

Administrative Associate

Photograph of CFS Registered Associate Melissa Martin

Melissa Martin

Administrative Associate

Photograph of Registered Associate Michelle DiLallo

Michelle DiLallo

Administrative Associate

Heather Harrison

Administrative Associate

Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA(opens in a new window)/SIPC(opens in a new window)). Insurance products are offered through LPL or its licensed affiliates. Elevations Credit Union name and Elevations Wealth Management Services are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using Elevations Wealth Management Services and may also be employees of Elevations Credit Union These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, Elevations Credit Union or Elevations Wealth Management Services. Securities and insurance offered through LPL or its affiliates are:

Not Insured by NCUA or Any Other Government Agency

Not Credit Union Guaranteed

Not Credit Union Deposits or Obligations

May Lose Value

.

Elevations Credit Union (“Financial Institution”) provides referrals to financial professionals of LPL Financial LLC (“LPL”) pursuant to an agreement that allows LPL to pay the Financial Institution for these referrals. This creates an incentive for the Financial Institution to make these referrals, resulting in a conflict of interest. The Financial Institution is not a current client of LPL for brokerage or advisory services. Please visit https://www.lpl.com/disclosures/is-lpl-relationship-disclosure.html(opens in a new window) for more detailed information.

The LPL Financial registered representative(s) associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

Check the background of investment professionals associated with this site on FINRA’s BrokerCheck(opens in a new window)’.

For additional information, please visit www.lpl.com/CRS(opens in a new window).

**There are fees associated with 529 savings plans. Investments in 529s involve investment risks. You should consider your financial needs, goals, and risk tolerance prior to investing. More information about 529 plans can be found in the issuer’s official statement or plan disclosure document which should be read carefully prior to investing. Most 529 plans are sponsored and administered by states. State tax benefits vary among the states and some offer residents additional tax benefits if they invest in their own state plan. Consult a qualified tax professional for more information.