Great financial planning starts with understanding you — and it doesn’t stop there. When you work with us, you’re supported by a team with different strengths, perspectives and experience. This approach brings broader insight, steady support and people you can rely on even as life - and markets - change. You receive thoughtful advice and a team that’s truly invested in helping you feel confident about where your money can take you.


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Team photo for Elevated Capital Planning
Team photo for Elevated Capital Planning

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Our advisors

Advisor photo for Jeremy L. Davis

Jeremy L. Davis

CFP®, CRPS, ChFC®, APMA®

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER® professional
Learn more about Jeremy L. Davis Visit Jeremy L. Davis's website
Advisor photo for Yves M Dunnebeil

Yves M Dunnebeil

CRPC, APMA®, AWMA®

Associate Financial Advisor

ACCREDITED PORTFOLIO MANAGEMENT ADVISOR™
Learn more about Yves M Dunnebeil Visit Yves M Dunnebeil's website


Our team

Brijie McKinney

Brijie McKinney

Client Relationship Director,

Marketing Specialist

Roles & Responsibilities

  • After a successful business career with a major Denver TV station and a stint as a full-time mom, Brijie began assisting our great clients in 2014 and handles all the scheduling needs.
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Dishant Gulati

Dishant Gulati

Client Relationship Specialist

Derek Del Rio

Derek Del Rio

Business Development Manager,

Office Manager