Client Concierge Team
KARRIE
CLIENT CONCIERGE FOR THE CEO AND FOUNDER
#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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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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SAVANNAH
CLIENT CONCIERGE
#Fullsender
Meet Savannah. Savannah grew up in Northwest Montana but her roots are in Colorado where she loves to do just about anything outside. Savannah lives in Phoenix with her husband Geoff and their kitty Dr. Ronald Chevalier. Savannah lives her life with no reservations which makes her a #fullsender.
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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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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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LEXIE
CLIENT CONCIERGE
Meet Lexie! She was born and raised in Colorado and just recently uprooted and moved to Ozark, Missouri. She graduated from Evangel University in 2020 with a BBA in Nonprofit Business and Social Enterprise. She has a passion for helping and serving people. In her free time, she enjoys spending time with her husband, 6 month old puppy named Otis, and her family.
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MADISON
CLIENT CONCIERGE
#proudmidwesterner
Meet Madison, our #proudmidwesterner from
Indiana! Her last job was in children’s ministry, so it’s no surprise she’d like to have 7 of her own! Madison loves Jesus, her fiancé, playing euchre, singing on road trips, hiking, creating macrame, finding new yummy coffee shops, and her ultimate dream is to be a stay at home mom (SAHM) and homesteader!
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EMILY
CLIENT CONCIERGE
#Homebody
Meet Emily! Emily loves to be with her people, hosting game and wine-nights with her hubby. Her newest hobby is cooking and coming up with fun recipes for her friends and family to enjoy. She also has a passion for all things interior and architectural design. She learned from her Gram and Mama, that there is a way to make a home look beautiful and feel cozy at the same time. Emily loves Jesus and is eager to talk about what God is up to in the lives of those around her. Plus, she’s obsessed with music.
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NICK
CLIENT CONCIERGE
#whateverittakes
Meet Nick, our #whateverittakes guy. Nick is passionate about the Gospel, church, serving, and equipping others. He graduated from Ozark Christian College with a BA in Christian Ministry and is looking forward to graduating from Denver Seminary with a MA in Christian Studies this December. In his free time, Nick enjoys video games, fishing, and going to the gun range. He and his wife Avery love hosting and cooking for others. They are expecting their first born this September.
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Advisor Team
KIM
DIRECTOR OF ADVISORS
#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
ADVISOR
#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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KAVEN
ADVISOR
#LOYALIST
Meet Kaven the #loyalist. Loyal to his faith, family & career. Kaven is a dad to a two year old boy & golden retriever Astro, who is known for being an office therapy dog. In his free time Kaven enjoys skiing, golfing & spending time with his family in the mountains. He puts his all into everything he does & is passionate about helping others.
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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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MARYCHRIS
ADVISOR
#TOMBOY
Meet Marychris. She’s a #tomboy in high heels with a deep love for the mountains and everything about them. You can find her at Orange Theory at 5am, mountain biking 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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DAVID H
ADVISOR
Meet David! David lives in Alabama with his wife Erica and newest addition Charlotte! In his free time, you’ll find him on the golf course or riding his Harley. David is known by many as the guy who can do it all. Above everything, he takes pride in being present for his family and those he loves.
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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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GREG
ADVISOR
Meet Greg. Greg has been happily married to his beautiful wife for 23 years, and together they have two teenage children. As a family, they love skiing, cheering on their kids during lacrosse games, and exploring the great outdoors of Colorado. In his personal time, Greg is fond of savoring fine cuisine, delving into economics literature, and watching golf on weekends.
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CORY
ADVISOR
Meet Cory. Cory has been a Pastor in ministry and business for
over 30 years. He loves serving people and lives his life by four core values-
Love God, Love People, Pursue Excellence and Choose Joy in every
circumstance. He and his wife Karrie have raised three beautiful children
that are all married now and is affectionally called Pop’s by his five
grandchildren. In his free time, Cory loves being with his family and friends,
but you will also find him chasing a white ball around the golf course. He has
a bucket list item to one day play at Augusta National, home of the Masters.
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HANNAH
ADVISOR
#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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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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DAVID G
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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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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BLAKE
ADVISOR
#KINGOFDIY
Blake resides in Ozark, Missouri with his wife Greta, his son Shepard, and his Yorkipoo, JoJo. Blake is a former minor league baseball player with a passion for sports, fitness and nutrition. Whether it is in the realm of coaching sports or finances, Blake is passionate about helping other people reach their goals! In his free time, Blake is the #KINGOFDIY and enjoys woodworking and doing house projects with his wife.
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Asset Transfer Team
BEN
DIRECTOR OF ASSET TRANSFERS
#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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HEIDI
ASSET TRANSFER SPECIALIST
#KILLEMWITHKINDNESS
Meet Heidi, she loves to #killemwithkindness While most of her days are spent at home with her husband Cameron and their two cats, Pixel and Ivory, she loves to travel and hopes to one day visit every continent. She values meaningful connection, community, and friendship. She and her husband love hosting game nights with their dearest friends and will make any excuse to invite people over.
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Nathan
ASSET TRANSFER SPECIALIST
#MOVIEMAN
Meet Nathan, our #movieman. Nathan was born at a very young age, and has resided in Colorado since his youth. Nathan is still young at heart, spending much of his time volunteering with the middle schoolers at his church and at Denver KLIFE, another youth ministry. When he isn’t working or volunteering, Nathan can usually be seen cheering for the Broncos or watching a Christopher Nolan movie for the 17th time!
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TJ
ASSET TRANSFER SPECIALIST
#MrEfficiency
Meet TJ! #MrEfficiency is a father to two wonderful kiddos, Kiera and Trey. He is also a loving husband to his wife Katrina. TJ is a former middle school teacher and coach. He coached girls volleyball, basketball and track. When he is not working he is usually spending time with his kids and wife or kayaking and fishing. TJ is a huge fan of the Colorado Avalanche and the Tennessee Titans. He is originally from Durango, CO but now lives in Fort Worth, TX.
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Kendall
ASSET TRANSFER SPECIALIST
#Rayofsunshine
Meet Kendall, our #rayofsunshine. Ever since Kendall was younger, she has looked up to her dad, who is a retired Firefighter/Paramedic, who has constantly been there for everyone. She has used this as inspiration to help others in a different way, but hopefully provide the same impact. Kendall comes to us with 5 years of experience in customer service, teamwork and management. In her free time, she loves to rock-climb, spend time with her family, friends and Jesus, and has a healthy addiction to dogs.
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STEPHANIE
ASSET TRANSFER SPECIALIST
#MOUNTAINGOAT
Meet Stephanie, known by those closest to her as a #mountaingoat. She's a Minnesota native with a degree in Justice & Law and Criminology living in a tiny mountain town outside of Seattle. You'll either find her skiing in the backcountry or training for ultra marathons. She’s a true mountain goat at heart. She also loves working on her farm (living simply!) and adventuring with her family (better together!). Stephanie lives by her motto- 'Live intentionally and authentically. Love big and well!'.
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JENNIFER
ASSET TRANSFER SPECIALIST
Meet Jenn, a coffee lover and dog whisperer from the Grand Rapids, Mi area. She is a proud mom of 2 boys, has a BA in business communications and holds cosmetology licenses in 3 states. Jenn loves to grab a Starbucks and take a drive into the mountains to watch the sunset, and is often found at the gym at 5am wondering why she gets up so early. She is gearing up to be a first time aunt and excited to share her parenting wisdom, and fails, with her brother and sister in law.
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Scott
ASSET TRANSFER SPECIALIST
Meet Scott! Scott is a loving husband and cat dad who enjoys riding his dirt bike and being outdoors. His passion lies with guiding our youth towards Jesus. He spends his free time rescuing America’s boys by volunteering as a Chaplain for his local Trail Life USA boy’s troop as well as working with the high school youth in his church youth group. Originally from Oregon, Scott and his wife Emmi moved to Bayfield, CO in 2018. Scott has an extensive customer service background, most recently working as a Regional Bank Manager. Scott has two wonderful kitties named Thomas and Donnie.
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Taed
ASSET TRANSFER SPECIALIST
Meet Taed! Taed is a former college baseball player for the University of Akron, #GoZips!, where he also graduated with a degree in Marketing. A Colorado native, Taed loves the mountains and never passes up an opportunity to shred the gnar. In his free time, Taed enjoys golfing, hiking, and loves to try new active activities.
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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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JOHN
ASSET TRANSFER SPECIALIST
#NUMBERSGUY
Meet John! John believes that everything is better in life when you can do it with people you love. In other words he is an extrovert and hates being alone. His favorite things in the world are his wife, sports, board games, golf (even though he is terrible at it), and food. He prioritizes his church and his relationship with God above all else. His most recently obtained interest is cooking and eating lots of steak.
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Noah
ASSET TRANSFER SPECIALIST
Meet Noah! Noah enjoys snowboarding and was a competitive snowboarder for nine years, traveling across North America. When he is not snowboarding, he takes pleasure in fishing and hunting with his friends and family. He recently graduated from Colorado Christian University, where he earned his Bachelor's degree in both Business Marketing and Business Administration.
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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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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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EMIE
ASSET TRANSFER SPECIALIST
#gobuckeyes
I grew up in Northwest Ohio (#gobuckeyes) and moved to Colorado to play collegiate soccer at CCU. In my free time I enjoy running, hiking, snowboarding, and just about anything and everything outdoors. I love my dog- Caamp, surfing when I get to visit my favorite California beach town - Encinitas, açaí bowls, and coffee. My family and friends are the most important thing to me, and know that community and doing life with people is what makes it so sweet.
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IT Team
ZACH
DIRECTOR OF TECHNOLOGY
#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 a little man born in April of '23, and a doggo named Doug. Zach is a graduate of Grand Canyon University with a degree in Cyber Security.
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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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ALEX
IT SPECIALIST
Meet Alex, a nerd with a soft spot for rabbits! Graduating from college with a B.S. in computer science, Alex is a workaholic who's rarely seen at rest! In his off-time he can be found juggling numerous projects: From programming his own video games to exercising his artistic abilities. Alex is a firm believer in the importance of family. He's grateful to have such a close relationship with his own family, and often spends his weekends playing online video games with his two older sisters.
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Operations
ARCHER
ASSET TRANSFER SPECIALIST
Meet Archer! The Cowboy Skier, born and raised in Colorado. Recently Graduating from Colorado Christian University, Archer spends most of his time in the outdoors. He enjoys hiking, camping, skiing and snowboarding, riding horses, off-roading, and hunting, doing all of these with his 4 older siblings, parents, and Jett (his English Springer Spaniel). When not in the outdoors, Archer enjoys following politics and economics hoping to write about them in the future.
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Nolend
ASSET TRANSFER SPECIALIST
Meet Nolend! Nolend and his wife reside in Elizabeth, Colorado. He was born and raised in Colorado, and he has a deep love for the mountains. He enjoyed playing football throughout high school and has a fondness for watching all sorts of sports. Nolend is currently a student at Colorado Christian University, where he is studying accounting and business.
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Daniel
ASSET TRANSFER SPECIALIST
Meet Daniel! He is currently attending Colorado Christian University for his degrees in Business Administration and Computer Information Systems. Daniel was raised in the Denver area and loves the outdoors! Most of his free time is spent hiking, running, or skateboarding! He also loves creating art! His goal is to do everything he can for the Lord.
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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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CODY
ASSET TRANSFER SPECIALIST
Meet Cody! Cody is a graduate of Colorado Christian University who studied Business Administration with an emphasis in Economics. Cody is also an experienced veteran of three years, giving him the proper tools to lead those around him towards grace and truth. Cody loves auto-mechanics, musicianship, and caring for those around him!
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Leadership Team
AARON
CHIEF OPERATING 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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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
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.
EMAIL ME
If you are interested in joining our team, please email your resume to ashley@kirkelliottphd.com
