Who We AreA Valued Partner in Your Financial Journey
For years, Elevation Wealth Advisors has served as a steadfast resource for families, professionals, and business owners. We recognize that true wealth management extends beyond the numbers, requiring a deep understanding of your life and ultimate vision to help build a clear, structured strategy.
Our approach is rooted in transparency and personalized client-centric guidance. As a dedicated team, we take pride in building lasting relationships that help you organize your assets, evaluate your options, and navigate complex life transitions with clarity.
Thomas Sinor, CRPC®, AWMA®
Managing Partner
Josh Marcum
Managing Partner
Josh Marcum began his career as a Financial Advisor with Waddell & Reed in 2006 after graduating from Western Kentucky University with a B.S. in Finance. Josh’s mission is to help his clients make informed and efficient...
Chase Montgomery CRPC®
Financial Advisor
Craig Burgess
Financial Advisor
Craig Burgess is a financial advisor with Elevation Wealth Advisors, bringing more than 25 years of experience in the financial services industry to the individuals and families he serves. Throughout his career, Craig has focused on...
Dean Morgan
Financial Advisor
Dean joined Waddell & Reed in 2015 after working in corporate banking, community banking and non-bank commercial finance. He holds an MBA in finance from the University of New Haven as well as a BS in Petroleum Engineering from...
Jim Pettigrew
Financial Advisor
Jim joined Waddell & Reed in 2009 after an extensive career in commercial banking. Jim is a graduate of the University of Tennessee and remains active in the UT Alumni Association having served as Chapter President and as a...