Elysium Wealth Management – Referral Programkirby Mack2025-04-01T15:46:24+00:00

Refer Us

Introduce a Friend or Family Member To

Elysium Wealth Management

Guidance You Can Trust

At Elysium Wealth Management, we are dedicated to doing right by our clients. We know how hard our clients work and believe they deserve a trusted partner in planning their financial future. We strive to help individuals and families fund their goals and dreams they imagined with a comprehensive plan they trust.

Why Referrals?

Let Us Help Your Friends and Family

We understand that everyone’s financial situation is unique. If you or someone you know is looking for guidance to achieve their financial goals, we’re here to help. We can assist with addressing key questions such as:

How long will it take to reach my savings goal?
When should I start collecting Social Security?
How much will I need to live comfortably?
How will inflation impact my retirement?
How will taxes affect my return?

So, if you have a friend or family member that could benefit from our services, we would love to see if we can help them!

How do I Introduce Elysium Wealth Management?

Take a moment to complete the form on this page with your referral information, and our team will reach out to them with a personal note and invitation to meet with our team!

Introduce Elysium Wealth Management

Your Financial Future is Our Priority,
Together We’ll Work to Reach Your Goals, One Step at a Time

Ready to take the next step?
Talk with one of our advisors and get your plan moving in the right direction.

Schedule Your Complimentary Review

OUR LOCATIONS

Mesa, AZ

4854 E Baseline Rd
Suite 102
Mesa, AZ 85206

(480) 626-1777

Tucson, AZ

6760 N Oracle Road,
Suite 120A,
Tucson, AZ 85704

(520) 226-9466

South Jordan, UT

1802 W South Jordan Pkwy,
Suite 130
South Jordan, Utah 84095

(385) 276-4716

OUR E-NEWSLETTER

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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.

The social media profiles linked on this website are official accounts managed by our parent company. Any content, statements, or interactions on these platforms reflect the views and policies of the parent company.

All Rights Reserved. | Form CRS

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 providing 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 different 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 Art 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.”