Becca Mack2025-01-24T19:07:52+00:00December 2nd, 2024|
Retirement is often viewed as a static phase of life, but the reality is far more dynamic. As retirees progress through their golden years, their [...]
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Chandler, Arizona
3170 S Gilbert Rd,
Suite 5,
Chandler,
AZ 85286
(520) 288-8314
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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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Colby Mallett
Wealth Advisor
Colby joined Elysium in 2025 as a Financial Planning Intern while attending college. During his internship, he developed a passion for empowering others through financial education. After graduating, he joined the firm as an Advisor, where he enjoys helping clients achieve their goals through comprehensive, holistic financial planning. He believes that financial planning should be personalized, understandable, and centered around each client’s unique goals and values.
Colby holds his Series 65 and Life & Health Insurance licenses and is currently a candidate for CFP®️ certification. He earned a Bachelor of Science in Personal Financial Planning from Utah Valley University, where he built a strong foundation in retirement planning, investment management, tax strategy, and insurance planning. Outside of work, he enjoys playing the guitar, spending time outdoors, and being with friends and family.
Connor Savas
Estate Planning Paralegal
Connor became part of the Elysium team in April 2024 as an Estate Planning Paralegal. With a focus on helping clients organize and fund their estate plans, Connor is dedicated to ensuring their wishes are met and their legacy is protected. His strong attention to detail and commitment to personalized service make him a trusted resource for clients navigating these important decisions.
When he’s not working, Connor enjoys spending quality time with his wife and embracing the outdoors. Whether it’s hiking, camping, or simply enjoying nature.
Certain professionals associated with Elysium Wealth Management, LLC are affiliated with other subsidiaries of Elysium Holdings, LLC, providing legal, tax, real estate, mortgage or other services. Engagement with one entity does not create an engagement or obligation with other affiliate entities. You are under no obligation to engage with an Elysium affiliate for offered services. Compensation for these services is separate from advisory fees and may present a conflict of interest. Clients are under no obligation to utilize these affiliated services.
Jason Haymore
Attorney
Jason Haymore is an experienced and trusted advisor who is dedicated to helping families plan and carry out their estate plans. He graduated from Indiana University School of Law – Indianapolis in 2010. During law school, Jason served as the Editor-in-Chief of the Indiana International and Comparative Law Review.
Jason is the Director of Estate Planning at Elysium Financial and has a strong reputation for being an educator and is a regular instructor at estate planning seminars and events. He has worked with hundreds of families to create and build estate plans focused on simplicity, common sense, and family harmony. His clients range from those with large taxable estates to those just starting to accumulate wealth.
Jason is known for his insistence on ensuring that all plans are kept up to date and fully completed. When the need for trust administration or probate arises, Jason works carefully with families to navigate the process as efficiently as possible.
In addition to estate planning, Jason uses common-sense asset protection strategies when necessary to assist clients in protecting their assets from frivolous lawsuits, unexpected liabilities, or end-of-life healthcare expenses.
Jason is well known for collaborating with his clients’ other professional advisors to ensure estate plans work in harmony with their tax and financial planning strategies.
Outside of work, Jason enjoys sporting events and spending time outdoors with his family. When not in the office, he can usually be found traveling back roads with his truck camper or exploring the mountains on horseback.
Education:
Bar Admissions:
Honors & Awards:
Affiliations:
Practice Areas:
Certain professionals associated with Elysium Wealth Management, LLC are affiliated with other subsidiaries of Elysium Holdings, LLC, providing legal, tax, real estate, mortgage or other services. Engagement with one entity does not create an engagement or obligation with other affiliate entities. You are under no obligation to engage with an Elysium affiliate for offered services. Compensation for these services is separate from advisory fees and may present a conflict of interest. Clients are under no obligation to utilize these affiliated services.
Anthony Schwab CFP®️, 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
Dr. Jill Floden, DBA, MSL
COO, CCO
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
Taylor Waldron
Wealth Advisor
John Bergquist, CFF®
President
Alan Fletcher
Wealth Advisor
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 Wood, CFP®️, CPA®️, CMA
Wealth Advisor
Emma Coccimiglio
Operations Manager
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
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
Director 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.”
