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*”).
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…
Patrick Seal, CFP®
Financial Advisor
Patrick Seal is a registered Financial Advisor through LPL Financial LLC (“LPL”), at Elevations Credit Union and has be…
Robert Cribbs, CFP®
Financial Advisor
Robert Cribbs is a registered Financial Advisor through LPL Financial LLC (“LPL”), at Elevations Credit Union. Robert i…
Jorin Bale, CFP®, CAP®, CLU®, ChFC®
Financial Advisor
As a Certified Financial Planner™ professional, Jorin is most passionate about developing personal relationships with c…
Scott Herrmann, CFP®
Financial Advisor
Scott is a registered Financial Advisor through LPL Financial LLC (“LPL”), at Elevations Credit Union. He is a Certifie…
Chris Thorpe
Financial Advisor
Chris is a registered Financial Advisor through LPL Financial LLC (“LPL”), at Elevations Credit Union. He has an intima…
DeWayne Scott, CRPC™, AWMA™
Financial Advisor
DeWayne is a registered Financial Advisor through LPL Financial LLC (“LPL”), at Elevations Credit Union. He has been in…
Sheli Emerick
Financial Advisor
Sheli is a registered Financial Advisor through LPL Financial LLC (“LPL”), at Elevations Credit Union. She has worked a…
* 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 |
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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.