HANNAH
ASSET TRANSFER SPECIALIST
#PASSIONATEHEART
Meet Hannah! Hannah’s fuel is her #Passionateheart. Two of her favorite things in this life are food and dogs and she knows the key to happiness is to let go of any hate in your heart! Hannah grew up playing sports and enjoys watching football in her free time—which isn’t much being the go-to, get it done, never a “no” answer to Dr. Kirk.
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LUKE
ADVISOR
#GETITDONE
Meet Luke Gregory our #getitdone guy. Luke is an accomplished pastor, business owner, and creative leader. With a passion for care and solid experience in business development, Luke strives to see that both compassion and excellence are driving components to all that he does. With logical and spiritual insight, Luke sees to lead every single person to the proper place, at the proper time, in the best way possible. Luke is also an accomplished collegiate and retired professional athlete. Hockey and Snowboarding are key contributors to Luke’s creativity and hustle.
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KARRIE
CLIENT CONCIERGE
#LIVESTOSERVE
Meet Karrie! Karrie #livestoserve and is also Dr. Kirk’s sister. Karrie has been deeply involved in ministry for 30+ years with her husband Cory. She is a reformed Real Estate Agent now helping the team protect their assets with Kirk Elliott PhD Private Advisors. The accomplishment she is most proud of is raising her three amazing kids and if you talk to her for any length of time, you will soon find out her main passion is her family. In her free time, you’ll find her spending as much time as possible in her new role as “KK” to grandchildren Carr and Callie.
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BEN
ASSET TRANSFER SPECIALIST
#HOCKEYISHISOXYGEN
Meet Ben. Ben is #passionateabouthockey. Ben was born in Vancouver, Canada, but is a dual citizen and has lived in the US since 2012. He graduated from Grand Canyon University in 2020, and found that he loves the sun too much to leave. He's the oldest of 3 brothers, and his family lives back in WA state. Ben's free time consists mostly of watching and playing sports. He loves staying active by participating in intermural football/basketball leagues. He's also a huge Hockey fan and a die hard Canucks fan.
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SCOTTY
ADVISOR
#GIRLDAD
Meet Scotty! He is a #girldad to his daughter, Kinsley, husband to his wife, Chrissy, and dog dad to his labradoodle, Bear. Scotty is a former elementary school teacher and state champion high school basketball coach. When Scotty is not working, you can find him spending time outdoors with family, watching the Broncos, golfing, or doing anything with some friendly competition! Scotty is a word nerd and loves playing word games and watching Wheel of Fortune.
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TRACY
ADVISOR
#THECONNECTOR
Meet Tracy. Tracy is #theconnector of the team! She has a natural ability to connect with people and make others feel at ease. She loves to help others figure out solutions when presented with an obstacle. When Tracy isn't working she is spending time with her Golden Retriever Grace, reading, or spending time with friends and family.
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PENNY
ASSET TRANSFER SPECIALIST
#MOTHEROFTRIPLETS
Meet Penny! Penny was born and raised in Indiana, but loves to be at the Beach. Nature is where she is refreshed, whether it's hiking, kayaking or just simply being in the great outdoors. She's a mother of triplet daughters and is enjoying her new title of GiGi to her three grandchildren. Penny loves to entertain and have game nights at her house monthly; she just enjoys being with people and having fun!
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LYNAE
CLIENT CONCIERGE
#COFFEEADDICT
Born and raised in Arizona, Lynae loves being outdoors! She loves to be busy, which probably comes from being part of a big family, 4th of 7 kids! Lynae was raised in a loving Christian home which is where her desire to help others was developed. She loves volunteering for her kids' school, extra activities and coaching their sports teams. She grew up playing sports and still enjoys anything active! When she isn't busy running around to sports activities, Lynae stays pretty busy with her puppy, Maple, or visiting with family and friends. Coffee is definitely a daily component to sustain her #alwaysbusy energy levels.
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BLAKE
ADVISOR
#KINGOFDIY
Blake resides in Ozark, Missouri with his wife Greta and Yorkipoo, JoJo. They are expecting their first child December 31! Blake is a former minor league baseball player with a passion for sports, fitness and nutrition. In his free time, Blake is the #KINGOFDIY and enjoys woodworking and doing DIY house projects with his wife.
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ASHLEY
CHIEF EXECUTIVE OFFICER
#NEVERSTOPS
Meet Ashley, She #NeverStops! Ashley is originally from the Philadelphia area (Go Sixers!) and loves the change of seasons especially when that means football! Ashley is the mommy of a 3 year old Pomeranian “Dharma”. In her free time she loves to travel and one day hopes to visit at least one small town in each state across the country. She is truly passionate about being of service to others and loves any opportunity to connect with people and hear their stories! Ashley helps those around her to become better.
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DR. KIRK
FOUNDER AND CHIEF VISIONARY OFFICER
#SPARKTHATSTARTEDITALL
Meet Dr. Kirk, the #sparkthatstarteditall . If you’re here, you know Dr. Kirk. Chances are, you also know someone who knows him. He has his hands in everything; he is the fearless leader that’s driving this spaceship. Kirk lives downtown in the shadow of skyscrapers with his wife JoLayne, their son, and their dog Ted, a spunky and loving CavaPoo. He has a passion for seeing the streets restored and the homelessness eradicated. In his free time he is on the streets, loving on the broken, and when he is not doing that, he is shredding on his electric guitar.
DR. KIRK'S BIO
JOSH
ADVISOR
#GOTOGUY
Meet Josh, our #GoToGuy. You can go to him for anything. He is the master of all our processes and we dare you to ask him a question he doesn’t know the answer to. Josh spends his free time cooking amazing meals and exploring the local food scene, all while dressed to the nines. He has a passion for writing scripts and spends as much time as possible in Los Angeles making a name for himself on various films and projects.
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MATT
ADVISOR
#GYMRAT
Meet Matt! Matt has a love of God, his wife & dogs, fast cars, finance and fitness. He is committed to excellence in every aspect of life because he believes that how you do anything is how you do everything. His wife claims that he has never met a stranger, and his love for people shines through in every interaction. In his free time you can find Matt at the gym, reading, enjoying community, golfing or playing pickle ball.
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Kathleen
ADVISOR
#TRAVELBUG
Born and raised in Wisconsin, Kathleen has been in the business of helping people for over 20 years. Her passion is getting to know what motivates someone and then helping them manifest that motivation to exceed their goals. Kathleen loves the seasons, traveling, taking Remi to the dog park and the Green Bay Packers! Go Pack! Her family (Mike and kids Katie and John)are her motivation.
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KRIS
EXECUTIVE ADMINISTRATOR
#LOVESTOCOOK
Meet Kris, she #lovestocook! As a former Medical Myotherapist of 19 years, she decided to shift her focus from helpingpeople physically to assisting people reach their life goals in finance and information. During her down time, this mom of 5 loves cooking, paddle boarding, traveling, all things Pure Barre, and spending quality time with her close friends and family.You'll find her residing in both Arizona and Florida enjoying both states as home.
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SAM
ASSET TRANSFER SPECIALIST
Sam was born and raised in Rockford IL. He moved to Iowa with his family when he was 19, and then attended Moody Bible Institute in
Spokane Washington where he met his wife, Ariel. After they got married, they moved to Madison and now have a son who was born
September of 2021 named Hunter.
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ZACH
INFORMATION TECHNOLOGY SPECIALIST
#COMPUTERGENIUS
Meet Zach. Zach is our in-house #ComputerGenius! He enjoys spending time playing guitar and piano, watching Broncos football, and doing anything nerd-related. Zach and his wife Morgan are the parents of their dog, Doug. Zach is a graduate of Grand Canyon University with a degree in Cyber Security.
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LAUREN
CLIENT CONCIERGE
#NATURENOMAD
Meet Lauren, our #natureNomad! Fueled by the great outdoors, she spends her free time backpacking, climbing and photographing her outdoor adventures. She is passionate about learning, teaching, and helping everyone she interacts with. Lauren has completed her bachelor’s degree in speech and hearing sciences with a minor in psychology. She has recently started learning how to woodwork and leather work and wants to build her home in the mountains.
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CADEN
MEDIA AND PRODUCTION
#manbehindthecamera
Meet Caden, our media and production king. He spends his free time traversing the mountains with his mountain bike and skiis as well as documenting the uniqueness of the city with his camera and his style. On the evenings you can find him rooting for his favorite teams! Go Avs!
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DAVID
ADVISOR
#Carguy
Meet David, the #Carguy! He is a father to his son, Landon and husband to his wife, Chelsea. He’s spent over 11 years in the construction industry as a project manager and has a Bachelor’s Degree in Construction Management from Missouri State University. When David is not working, you can find him spending time outside with family or working on cars and house projects. David is also a foodie and loves trying new foods and restaurants.
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PAUL
DIRECTOR OF ASSET TRANSFER
#BORNLEADER
Paul is a husband, father, public speaker, and leader that loves people. He is an ordained minister with over 10 years of church leadership experience. Paul brings experience in the retirement plan industry and is passionate about providing top notch customer service. His favorite thing to do is spend time with his wife and kids. He also loves working out, all things Disney, watching movies, following the NBA & NHL, and geeking out over Star Wars & Marvel. He played Division 2 Volleyball in College and coached high school volleyball for a number of years. Paul is also from Canada. Try not to hold that against him!
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AARON
CHIEF STRATEGY OFFICER
#MAKESTHINGSBETTER
Meet Aaron, the #makethingsbetter guy. Aaron is our Chief Technical Officer (CTO) and is up to his eyeballs with tech stuff everyday. As a graduate of the University of Alabama, Aaron can often be heard shouting “Roll Tide” on any given football Saturday, and when you talk to him you will recognize the deep Southern accent. Aaron is married to Nicole, enjoys playing the guitar, and making all of our lives more efficient.
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KIM
ADVISOR
#PODCASTJUNKIE
Meet Kim, one of our amazing advisors. She has served clients in the industry since 2008 which is when she met Dr. Elliott (she was the assistant to his mentor in the industry). She pretty much loves all things natural and has even been known to make her own soap and shampoo! Kim is a #podcastjunkie, the mom of three amazing kids (and formerly a pasture full of cows), and married to her husband Kevin. When you talk to her you will feel like you are the most important person in the world!
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MADELINE
ASSET TRANSFER SPECIALIST
#LOVESTHEOUTDOORS
Meet Madeline. She #lovestheoutdoors! Madeline graduated with a BS in Human Development and Family studies from Colorado State University, after transferring from Arizona State University’s business school. In her free time she loves being outside, (especially in the summer poolside), adding to her sneaker collection, at the gym, or hanging with her 1 year-old golden doodle Moses.
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CARRIE
CLIENT CONCIERGE
#QUEENOFMULTITASKING
Meet Carrie. Carrie and her husband have been pastors for about 30 years. YUP! She started at the age of five! She has four boys, a dog named Sasha and she is a grandma! This makes Carrie the #queenofmultitasking. If you are lacking for friends, look no further, you will find an instant one with Carrie. Do you think she looks familiar? Well…you probably saw her on TV as she has been on four gameshows.
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JAKE
CLIENT CONCIERGE
#MRGETITDONE
Meet Jake, our #mrgetitdone. He graduated from UNM with a Bachelors in Media Arts where he specialized in photography and film theory, studying the psychology behind the male gaze within media. When he’s not in the office, Jake enjoys working with his hands, hiking, climbing, building and racing cars, going off trail with his two dogs, and shooting photos along the way.
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ZANETA
CLIENT CONCIERGE
#bornhelper
Meet Zaneta, our #bornhelper! As the daughter of a pastor and missionary, she loves helping others and believes you can never live a perfect day without doing something for someone who will never be able to repay you. She is passionate about serving in church any way she can, especially leading Bible studies and worship. She worked in education as a high school teacher and assistant principal but is most proud of her job as mom. She has a wonderful husband and three amazing kids, two of whom are students at the University of Oklahoma. Boomer Sooner! Making others happy brings joy to her heart!
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MARYCHRIS
ADVISOR
#TOMBOY
Meet Marychris. She’s a #tomboy in high heels with a deep love for the mountains and everything about them. She's a recently new vegetable and fruit gardener, and has an appreciation for fashion as art. She’s a wife to her husband Shad, mom to 16 year old son Madox, 5 year old daughter Bryson, and 2 year old Goldendoodle Mickey. You can find her at Orange Theory at 5am, mountain biking (yes in Florida) whenever she can, volunteering at her daughter’s school and church or cheering on the Tampa Bay Lightning with her family. She chooses to see every day as a blessing, life always as “glass half full" and is passionate about helping people find the silver lining to every situation.
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CAMERON
ASSET TRANSFER SPECIALIST
#JACKOFALLTRADES
Meet Cameron, our #JackOfAllTrades. He graduated from UNM with a Liberal Arts degree focusing in english, music, religion, and philosophy. Cameron is currently completing his second Bachelors in nursing. He has competed at national levels in fine arts and martial arts, and played D1 rugby during his schooling at UNM. Cameron spends his free time in nature, writing music, playing for his local rugby team.
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RYAN
CLIENT CONCIERGE FOR THE CEO AND FOUNDER
#HEARTFORPEOPLE
Meet Ryan! She has a #heartforpeople! Ryan is a lover of all things girly and owns enough makeup to offer tutorials for a lifetime! She loves any chance to help change up a makeup look for friends and family! Ryan is married and lives happily in Chesterfield VA with her husband and two chocolate lab fur babies. She runs off of many cups of coffee and a good sense of humor! She is passionate about helping others and finding ways to make life less stressful for them. When not working, you will almost always find her spending time with her family or working on a DIY project.
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MICAIAH
ASSET TRANSFER SPECIALIST
#GAMEMASTER
Meet Micaiah the #gamemaster! Micaiah is a recent college grad from Colorado Christian University where he received his B.S in Politics. Before working at KEPHD he was a board game salesman so feel free to ask him for any game suggestions! Micaiah spends his free time cheering for the Cincinnati Bengals (Who Dey!), playing board games, and hanging out with his beautiful wife Jessica.
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LYNSEY
DIRECTOR OF CLIENT CONCIERGE
#ALWAYSAYES
Meet Lynsey! Lynsey is a wife, mom, speaker, and leader who is passionate about people. She’s spent over 15 years in church leadership, has a B.S. in Organizational Leadership and Management, and a Master of Divinity. Also, she loves her family, enjoys travel, is a major foodie, and an experienced drummer. Lynsey and her husband have two amazing kids and is a Disney freak! Lynsey is your go to when things need to get done because her answer is #alwaysayes!
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RILEY
CHIEF OPERATIONS OFFICER
#CHECKLISTQUEEN
Meet Riley, the #checklistqueen . Fueled by kombucha and black coffee, she is the face of brilliance behind all our systems and workflows. Since she has worked for the company for almost 4 years, so you can ask her just about anything! Riley spends her weekends checking out the local food scene, relaxing by the pool, and exploring the mountains with her Pit Bull named Indigo. Her kryptonite is designer sneakers, tattoos, and charcuterie boards.
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If you are interested in joining our team, please email your resume to ashley@kirkelliottphd.com
