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Jack F

CFP®

Littleton, CO

Elevate Wealth Management

Jonathan Fecko is a CFP® professional at Elevate Wealth Management with four years of industry experience. His prior roles include positions at Frontier Asset Management, Potomac Fund Management Inc., and The Vanguard Group, Inc. He is based in Littleton, CO and Pittsburgh, PA. Elevate Wealth Management provides discretionary investment management, financial planning, and retirement-plan consulting to individuals, high-net-worth clients, families, trusts, retirement plans, and select institutional entities. The firm employs diversified strategic and tactical asset allocation, integrating equities, fixed income, mutual funds/ETFs, and alternatives, and offers impact/ESG options including Biblically Responsible Investing.

Equity compensation tax strategy General tax planning Concentrated stock management Wealth management Tax strategies for small businesses Founder/Business Owner Retired Sales Professional Doctor or Medical Professional Technology Professional HENRY (High Earners, Not Rich Yet) Mid-Career Professionals Young Professionals
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James S

CFP®, CFA®, Series 65

Sheridan, WY

Elevate Wealth Management

James Shellenberger is a CFP®, CFA®, and holds a Series 65 license with eight years of experience in the financial industry. He has worked at Frontier Asset Management since 2015 and joined Elevate Wealth Management in 2025, where he currently serves as an advisor. Elevate Wealth Management provides discretionary investment management, financial planning, and retirement-plan consulting to individuals, families, trusts, retirement plans, and select institutions. The firm employs diversified strategic and tactical asset allocation with a range of investment options, including impact and ESG strategies, and maintains formal affiliations and procedures for manager due diligence.

Private / alternative investments ESG / Sustainable investing Real estate investing Founder/Business Owner Retired Values-based investing
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Robert J

CFP®, Series 65

Sheridan, WY

Elevate Wealth Management

Robert Johnson is a financial advisor at Elevate Wealth Management in Sheridan, WY, holding a Series 65 designation with two years of industry experience. His prior work includes roles at Frontier Asset Management and Range. Elevate Wealth Management provides discretionary investment management, financial planning, and retirement-plan consulting services to individuals, families, trusts, retirement plans, and select institutional clients. The firm employs diversified strategic and tactical asset allocation using a combination of equities, fixed income, mutual funds/ETFs, and alternatives, integrating fundamental and quantitative analysis alongside model-manager selection.

Private / alternative investments ESG / Sustainable investing Real estate investing Founder/Business Owner Retired Values-based investing
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