Elevate Private Wealth Advisors

Our team provides financial experience focused on you and your goals. Together, we offer a breadth of knowledge, specialized advice and ongoing dedication to exceptional service.


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Team photo for Elevate Private Wealth Advisors
Team photo for Elevate Private Wealth Advisors

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Advisors

Advisor photo for Breagan Webb

Breagan Webb

CRPC, APMA

Private Wealth Advisor

Business Financial Advisor
Visit Breagan Webb's website
Advisor photo for Bronson Webb

Bronson Webb

CFP®, APMA

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ professional
Visit Bronson Webb's website
Advisor photo for Dorothy Hull

Dorothy Hull

Financial Advisor

Managing Partner of Elevate Private Wealth Advisors
Visit Dorothy Hull's website
Advisor photo for Jeremy Leavitt

Jeremy Leavitt

CFP®, CRPC, APMA, CRPS

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ professional
Visit Jeremy Leavitt's website
Advisor photo for Melinda Mott

Melinda Mott

FPQP®

Financial Advisor

Visit Melinda Mott's website
Advisor photo for Bradley Brazil

Bradley Brazil

Financial Advisor

Visit Bradley Brazil's website
Advisor photo for Lawrence Finch

Lawrence Finch

Financial Advisor

Managing Partner of Elevate Private Wealth Advisors
Visit Lawrence Finch's website


Team

B. Katie Richardson

B. Katie Richardson

Client Service Specialist

Personal Intro

Katie and her husband are the parents to one little boy and one on the way in March 2024! Katie has been with our team for one year. She specializes in working to meet client needs and scheduling. She enjoys reading, baking and spending time with her growing family.

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Heather Stewart, CFP®

Heather Stewart, CFP®

Financial Planning Specialist

Personal Intro

Heather and her husband are the parents of two daughters and three sons. She has a Master's in Family Financial Planning from Texas Tech University. In addition to financial planning, Heather enjoys working as a Group Fitness Instructor.

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Tressa L Christensen

Tressa L Christensen

Client Service Specialist,

Executive Assistant

Personal Intro

Tressa has been with our team for eight years. She specializes in scheduling clients, working to meet their needs, and managing the office. Tressa and her husband have four children. She loves gardening, traveling, and performing in civic choirs in the Salt Lake area. Working with such wonderful clients is the best part of her job!

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