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Hidden Retirement Costs—What You Don’t Plan for Can Impact Your Finances

What exactly are “hidden costs” in retirement? Hidden costs are the expenses that don’t make it into your retirement spreadsheet—but still show up in real life. They include things like rising healthcare bills, inflation, home repairs, and [...]

2025-09-15T22:03:19+00:00September 15th, 2025|Financial Planning, Retirement Income, Retirement Planning|
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What Retirees Need to Know About the New “One Big Beautiful Bill” Tax Proposal

President Trump’s newly proposed “One Big Beautiful Bill” (OBBB) is making headlines, and retirees might want to pay close attention. Aimed at expanding the 2017 Tax Cuts and Jobs Act (TCJA), this sweeping legislation includes a mix [...]

2025-07-07T15:38:15+00:00July 7th, 2025|Financial Planning, Government|
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4 Key Birthday Milestones in Retirement—and What They Mean for Your Financial Strategy

Birthdays in retirement aren’t just a reason to celebrate—they’re also checkpoints that can unlock new financial opportunities (or trigger important deadlines). From Social Security eligibility to Required Minimum Distributions (RMDs), several key ages mark turning points in [...]

2025-06-09T18:49:19+00:00June 9th, 2025|Financial Planning, Retirement Income, Retirement Planning|
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Is It Time to Refresh Your Annuity? Here’s Why You Might Consider It

Annuities have long been a cornerstone for those seeking a steady income stream in retirement. However, the financial landscape is ever-evolving, and what worked a few years ago might not be the best fit today. With rising [...]

2025-06-02T17:49:43+00:00June 2nd, 2025|Financial Planning, Investing, Retirement Income, Retirement Planning|
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Disclosure: Investment Advisory Services offered through Elysium Wealth Management, LLC, a Registered Investment Adviser. Registration does not imply any level of skill or training.

Information on this site is for information purposes only and does not intend to make an offer or solicitation for the sale or purchase of any product or security. The information is directed toward U.S. residents only. Elysium Wealth Management, LLC only transacts business in states where it is properly registered or is excluded or exempted from registration requirements.

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Anthony Schwab CFF®, CPA®
Wealth Advisor
(605) 846-8119

Anthony brings a unique blend of financial expertise and strategic insight to his clients. As a Certified Financial Planner™️ and Certified Public Accountant, he leverages a strong foundation in tax and financial planning to help clients achieve their goals. Prior to joining Elysium, Anthony was a tax partner with a top 20 CPA firm where he developed a deep knowledge in tax strategy and planning. With a passion for helping clients minimize tax burdens and optimize financial strategies, Anthony focuses on creating efficient plans that support long-term success.

Anthony holds a BA in Professional Accountancy from Northern State University in Aberdeen, SD. In his free time, Anthony and his wife Elizabeth enjoy spending time chasing their three children, traveling with friends and family, and spending time outside.

Jennifer Valentina

Jennifer Valentina settled in Utah initially due to her love of animals. After obtaining her second college degree in Zoo Animal Technology in Florida, she moved to Utah in 1999 to work at the Tracy Aviary. 15 years later, she retired from animal care to spend more time with her young children. It did not take long for Jennifer to get back out into the workplace, where she tried her hand at teaching and even delivering the mail. When a position opened up at Pearson Butler in reception, she tapped into her experience working reception at a doctor’s office in college and quickly became indispensable to the law firm and, by extension, Elysium. She spent five years as the Billing Specialist for Elysium. While this work kept her busy, it didn’t fulfill her need to be helping clients directly. When the opportunity to be the Funding Coordinator was presented to her, she jumped at the chance. Now she spends her days helping clients bridge the gap between their Estate Plans and their retirement and investment goals.

Ryan Carrington

Ryan’s passion for investing was sparked during an internship at a hedge fund while in college—an experience that set the foundation for his career in investment banking and asset management. Over the years, he has managed assets for institutional clients, private wealth platforms, and family offices, developing a deep expertise in constructing investment strategies suitable for the needs of his clients.

Ryan joined Elysium to apply his institutional investment management experience in a way that more directly impacts individuals and families. His approach is rooted in two key principles: First, a client’s trust must be earned. Second, every solution and service should be designed with the client’s best interests at heart.

Ryan’s business philosophy was shaped early on by watching his father conduct business with integrity and by running his own window-washing company while in college. These experiences instilled in him the importance of fostering strong client relationships and delivering real value—lessons that have only strengthened throughout his career.

Ryan holds a B.A. in Economics from Brigham Young University and is a Chartered Financial Analyst (CFA). When he’s not advising clients and investing on their behalf, he loves spending time with his family. He also has a passion for playing tennis and has enjoyed playing on courts all over the world.

Cyndy Miller, FPQP
Operations Manager

Bio coming soon.

Dr. Jill Floden, DBA, MSL
COO, CCO

Dr. Floden provides dynamic leadership as a COO & CCO with over two decades of experience and expertise in organizational leadership, regulatory compliance, ethics, risk management and business strategy. With a passion for AI research, innovation, and efficiency, she leverages academic insight with real-world experience to drive sustainable growth and ensure robust compliance frameworks. She holds her FINRA Series 7, 63, 65, 24, and 53, along with state insurance licenses. She holds a doctorate in business administration from the University of Wisconsin-Whitewater with a research focus on the leadership of organizational AI. She received her Master Study of Law in Organizational Ethics and Compliance from the University of St. Thomas School of Law, and dual Bachelor of Arts from the University of Minnesota-Duluth. Outside of work, Jill enjoys the outdoors and traveling with her friends and family.

Ryan Weigel CFP®, CPA®
Wealth Advisor
(605) 961-0976

Ryan Weigel has over fifteen years of experience in the financial services industry, working at a top 20 CPA firm as both a Tax CPA and Wealth Advisor for all of those years. Ryan’s values include hard work, servant leadership and trust, and he brings those values to each client relationship. Ryan’s objective is to provide a solid roadmap for clients through a detailed financial plan so that clients can enjoy their years feeling confident and sleep well at night.

Ryan holds a BA in Professional Accountancy from Northern State University in Aberdeen, SD. He is a Certified Public Accountant and a Certified Financial Planner.

Ryan is married to Meghan, and they have three children. Benjamin, Drew, and Chloe. In his spare time, he enjoys traveling, golfing, and the outdoors.

Brittany Moen
Client Relationship Manager

Bio coming soon.

Taylor Waldron
Funding Coordinator

Taylor works with Elysium Wealth Management to assist clients in funding their trusts, ensuring their estate plan is secure and functional. Prior to this role, she graduated from Northern Arizona University with a degree in Fine Arts. She began a career in education that taught her communication, adaptability, and patience. She developed a love for helping people that has translated into providing personalized service for each and every client. Beyond the office, she enjoys quality time with her family and cat, as well as pursuing her love of painting and reading.

John Bergquist, CFF®
President of Financial Services

John began his investment career in 2000 as a planner with Transamerica. John is a Certified Financial Fiduciary® (CFF) and has his Series 65 and Life & Health Insurance licenses. He is passionate about educating individuals and families regarding their finances. John finds it rewarding to help his clients reach their financial goals and aspirations, plan for their future retirement, and help them avoid financial pitfalls. John is known for giving his clients the greatest of care and views each one of them as dear friends. His writings have been published in many news outlets, including Forbes, MSN Money, Yahoo! Finance, U.S. News & World Report, Investopedia and more. John lives in Riverton, Utah, with his wife and 6 children. He is an avid sports fan and spends his free time cheering on his children at their various sporting events.

Alan Fletcher
Wealth Advisor

Alan began his career in finance in 2015 with Farmers Insurance Agency and transitioned to Lift Financial in early 2020. Alan currently holds a Life & Health Insurance license, as well as P&C licenses in multiple states. His passion for finance comes from the belief that everyone should be “in the know” and deserves the opportunity to achieve their financial goals. Alan’s goal is to help individuals and families identify and accomplish their specific dreams through education and plan implementation. Alan graduated from the University of Utah with a Bachelor of Arts in History. Alan and his wife live with their three children in Cottonwood Heights. They enjoy the beautiful outdoor landscape Utah has to offer, various sports, and any chance they get to cheer their kids on.

Tyler Thomas
Wealth Advisor

Tyler Thomas began in the world of Finance back in 1997, working for a few broker-dealers, including Fidelity and Morgan Stanley. He started at Fidelity by getting licensed with his Series 7 and 63. At Morgan Stanley, he earned his Series 24 and 4, thriving on the options trading desk. Tyler graduated from the University of Phoenix in Business Management and earned his MBA with an IT emphasis from Western Governors University. Tyler can often be found kicking the ball around with his family, attending Real Salt Lake’s games, or simply enjoying time with loved ones.

Tyler’s expertise, coupled with a passion for helping people, makes him a trusted guide for those nearing retirement. He understands that the retirement stage is not just about managing finances but about securing a lasting legacy. He’s passionate about helping you protect your investments and ensure your hard work translates into the retirement of your dreams—a time of freedom, joy, and fulfillment. His commitment to helping people live their best lives in retirement stems from his own love of family and community, values he’s carried throughout his career. Now is the time to envision your Elysium, and Tyler is here to help you get there.

Jeff Busch, CFF®
Wealth Advisor

Jeff has been a leading professional in the financial services industry since 2004. Jeff is a Certified Financial Fiduciary® (CFF) and has his Series 6, 63, 65, Life & Health, and P&C licenses. Jeff has had previous training and experience with multiple firms, including Transamerica and Farmers Insurance Agency. Jeff is dedicated to helping his clients achieve their financial goals, and his loyal commitment to them is paramount. His ‘no-nonsense’ approach to helping his clients achieve their goals probably stems in some part from his experience as a law enforcement officer prior to entering into a career in financial services. Jeff Busch has been published in U.S. News and Yahoo! Finance. Jeff lives in Riverton, Utah, with his wife and four children.

Jeff Wood, CPA, CFP®, CMA
Wealth Advisor

Jeff gained a passion for financial services in 2001 while attending Brigham Young University, where he earned his Masters in Accounting. After graduating, Jeff worked in public accounting at KPMG and Deloitte. He and his wife, Annmarie, have lived in Japan and California, and are now back to their roots in Utah. Jeff has worked in banking, public accounting, and other executive positions in the financial industry. His passion for helping families with their financial plans never left him, and he re-entered the financial field once again in 2014. He loves educating his clients about various financial concepts and helping those individuals overcome the challenges they face. Jeff and his wife live in Saratoga Springs, Utah, with their four children and one dog.

Emma Coccimiglio
Operations Specialist

Emma joined Elysium in May 2022, bringing with her a strong background in communication, organization, and attention to detail from her previous role as a medical assistant. Her passion for working one-on-one with clients and seeing the impact of personalized guidance has driven her to play a key role in client relations and business operations.

Outside of work, Emma enjoys spending time with her husband and their two cats. She loves traveling, quilting, and crafting.

Jennifer Valentina
Funding Coordinator

Jennifer Valentina settled in Utah initially due to her love of animals. After obtaining her second college degree in Zoo Animal Technology in Florida, she moved to Utah in 1999 to work at the Tracy Aviary. 15 years later, she retired from animal care to spend more time with her young children. It did not take long for Jennifer to get back out into the workplace, where she tried her hand at teaching and even delivering the mail. When a position opened up at Pearson Butler in reception, she tapped into her experience working reception at a doctor’s office in college and quickly became indispensable to the law firm and, by extension, Elysium. She spent five years as the Billing Specialist for Elysium. While this work kept her busy, it didn’t fulfill her need to be helping clients directly. When the opportunity to be the Funding Coordinator was presented to her, she jumped at the chance. Now she spends her days helping clients bridge the gap between their Estate Plans and their retirement and investment goals.

Ryan Carrington, CFA®
Chief Investment Officer

Ryan’s passion for investing was sparked during an internship at a hedge fund while in college—an experience that set the foundation for his career in investment banking and asset management. Over the years, he has managed assets for institutional clients, private wealth platforms, and family offices, developing a deep expertise in constructing investment strategies suitable for the needs of his clients.

Ryan joined Elysium to apply his institutional investment management experience in a way that more directly impacts individuals and families. His approach is rooted in two key principles: First, a client’s trust must be earned. Second, every solution and service should be designed with the client’s best interests at heart.

Ryan’s business philosophy was shaped early on by watching his father conduct business with integrity and by running his own window-washing company while in college. These experiences instilled in him the importance of fostering strong client relationships and delivering real value—lessons that have only strengthened throughout his career.

Ryan holds a B.A. in Economics from Brigham Young University and is a Chartered Financial Analyst (CFA). When he’s not advising clients and investing on their behalf, he loves spending time with his family. He also has a passion for playing tennis and has enjoyed playing on courts all over the world.

John Carrington
President of Wealth Management

With nearly two decades of experience in financial planning, tax planning, and investment management, John excels in providing holistic and tailored advice to individuals and families. His career includes years at one of the most prominent firms on Wall Street and more than a decade at a Top 20 CPA firm, where he was instrumental in developing their wealth management practice throughout the Mountain West.John holds a BA in Economics from Brigham Young University. His dedication to helping families achieve meaningful financial goals remains at the heart of his work. “For most of our clients, we manage their entire livelihood. That is a weight that I feel every day and take very seriously. It has literally kept me up at night…though, hopefully, that is what helps our clients sleep.”

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