Meet the Leavitt Retirement Partners Team
At Leavitt Retirement Partners, our mission is to help organizations and individuals achieve financial
confidence and long-term success. Our advisors and client service professionals bring decades of
combined experience, specialized expertise, and a client-first approach to everything we do.
Taylor Dance, CPFA™
Partner– Chief Investment Strategist
Jasonn Potter
Partner & Senior Advisor
Ryan Madsen
Vice President
Taylor Dance, CPFA™
Partner– Chief Investment Strategist
Jasonn Potter
Partner & Senior Advisor
Ryan Madsen
Vice President
Suzi Chadwick
Director of Client Relations
Elizabeth Nance
Client Relationship Manager
Rocky Pratt, CFP®
Financial Planner
Suzi Chadwick
Director of Client Relations
Elizabeth Nance
Client Relationship Manager
Rocky Pratt, CFP®
Financial Planner
Cosmo Gould
Chief Compliance Officer
Crystal Beutler
Account Support Specialist
Russ Frierson
Chief Operating Officer
Ryan Madsen
Vice President
Chad Butler
Senior Financial Advisor & Portfolio Strategist
Rocky Pratt, CFP®
Financial Planner
Darren Alcantar
Vice President, Investment Strategy & Analytics
Ryan Madsen
Vice President
Rocky Pratt, CFP®
Financial Planner
Cosmo Gould
Chief Compliance Officer
Russ Frierson
Chief Operating Officer
Brian Collins
Chief Investment Officer
Securities offered through LPL Financial, member FINRA/SIPC. Investment advisory services offered through Global Retirement Partners, LLC (GRP), an SEC registered investment advisor. GRP, Leavitt Retirement Partners and LPL Financial are separate entities.
Leavitt Retirement Partners employs (or contracts with) individuals who may be (1) registered representatives of LPL Financial and investment adviser representatives of Leavitt Retirement Partners; or (2) solely investment adviser representatives of Leavitt Retirement Partners. Although all personnel operate their businesses under the name of Leavitt Retirement Partners, they are each possibly subject to differing obligations and limitations and may be able to provide differing products or services.
The financial professionals associated with LPL Financial may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.
© Leavitt Retirement Partners, a Leavitt Group Company. All Rights Reserved.
Securities offered through LPL Financial, member FINRA/SIPC. Investment advisory services offered through Global Retirement Partners, LLC (GRP), an SEC registered investment advisor. GRP, Leavitt Retirement Partners and LPL Financial are separate entities.
Leavitt Retirement Partners employs (or contracts with) individuals who may be (1) registered representatives of LPL Financial and investment adviser representatives of Leavitt Retirement Partners; or (2) solely investment adviser representatives of Leavitt Retirement Partners. Although all personnel operate their businesses under the name of Leavitt Retirement Partners, they are each possibly subject to differing obligations and limitations and may be able to provide differing products or services.
The financial professionals associated with LPL Financial may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.
© Leavitt Retirement Partners, a Leavitt Group Company. All Rights Reserved.