About Elevated Insurance Advisors
The Power of Independence
We departed from the wire house in 2014, driven by a commitment to prioritize our clients' needs above all else.
Free from the constraints of meeting sales quotas and promoting proprietary products, we can genuinely act in the best interests of our clients without any restrictions.
We firmly believe that you deserve nothing but what is best for you, and our independence empowers us to deliver precisely that.
Schedule A CallMeet The Team
Who You’ll Be Working With
Craig Martucci, AIF
Managing Partner
Amy Babbel
Senior Operations Manager
Tyler Bolyard
Managing Partner
Donovan Martucci, AIF
Financial Advisor
Jenica Daniels
Client Relationship Manager
Alec Perschon, AIF
Financial Advisor
David Bushman
CPA
Craig Martucci, AIF
Managing Partner
- 385-355-0804
- craig@elevatedpwa.com
Meet Craig, a seasoned Financial Advisor with an impressive 23-year track record in the industry. Craig's journey began after he graduated from high school, where he embarked on a different path by serving his country as a United States Marine. Craig showcased his exceptional skills as an Intelligence Specialist and was recognized with two meritorious promotions.
Following his service, Craig pursued higher education and earned a Bachelor’s degree in International Business, as well as an Associate degrees in Economics and Russian Language from Eastern Washington University in 1991. This multidisciplinary academic background provided Craig with a comprehensive understanding of global economics and languages, enabling him to navigate complex financial landscapes with ease.
Prior to establishing himself as a trusted Financial Advisor, Craig honed his skills and business acumen during his nine-year tenure opening the Costco locations in Montana, Utah, Oregon and Washington State. He quickly made history by becoming the youngest individual ever promoted to staff manager. This experience equipped Craig with valuable insights into managing teams and cultivating successful relationships.
In 2000, Craig made a pivotal career move and joined Paine Webber, where he thrived as a Financial Consultant leading to a step up to RBC Wealth Management. Throughout his time at RBC, Craig has demonstrated an unwavering dedication to helping his clients achieve their financial goals. His extensive knowledge, combined with a genuine passion for empowering others, has allowed Craig to build strong and lasting partnerships with his clients. As a testament to his dedication and commitment to his craft, Craig has attained the esteemed designation of Accredited Investment Fiduciary. This recognition underscores his unwavering commitment to maintaining the highest ethical standards while serving his clients' best interests.
With over two decades of experience under his belt, Craig has developed a reputation as a reliable and knowledgeable advisor who is always ready to navigate the ever-changing financial landscape. His expertise, coupled with his unwavering commitment to personalized service, ensures that each client receives tailored solutions that align with their unique needs and aspirations.
As Craig looks back on his remarkable 23-year journey in the financial advisory industry, he remains committed to continuing his professional growth and staying at the forefront of industry trends. By leveraging his experience, expertise, and relentless drive to help others succeed, Craig is well-positioned to guide his clients towards a secure and prosperous financial future.
Amy Babbel
Senior Operations Manager
- 385-355-0803
- amy@elevatedpwa.com
Amy, the Senior Operations Manager at our firm, is the cornerstone of our daily operations. Born and raised in Sandy, UT, she embodies the spirit of dedication and perseverance. After graduating from Jordan High School in 2003, Amy embarked on her journey in the financial industry at RBC Wealth Management in 2006, initially as a part-time receptionist.
Driven by her passion for excellence and a thirst for knowledge, Amy steadily ascended the ranks, mastering every aspect of the business along the way. In 2010, she achieved a significant milestone by obtaining her Series 7 and 66 licenses, showcasing her commitment to professional growth and expertise in the field.
Beyond her impressive career trajectory, Amy's personal life is equally fulfilling. She shares a deep bond with her husband, whom she met at the age of 12, and together they embarked on the journey of marriage in 2015. Their union is blessed with a beautiful daughter, born in 2017, bringing joy and meaning to their lives.
Amy's leadership, expertise, and unwavering dedication make her an indispensable asset to our firm, ensuring smooth operations and driving our collective success forward. She is not just an integral part of the team; she is the oil that keeps our machine running smoothly, guiding us towards our shared goals with precision and grace.
Tyler Bolyard
Managing Partner
- 801-716-1062
- tyler.bolyard@elevatedpwa.com
From a young age Tyler was interested in business and investing. As a teenager Tyler spent time buying, rehabbing and selling real estate investments with his mentor/father. The work ethic and process driven approach he learned from his father helped him build several successful businesses. Before completing college he had built and owned a construction and maintenance company, real estate brokerages and property management companies.
Tyler received an associate degree in general studies from Salt Lake Community College and then continued schooling and received a Bachelor of Arts degree from the University of Utah. After finishing his Bachelor‘s degree he began his career in financial services working with Edward Jones Investments. Prior to joining Elevated Private Wealth Advisors, he was recruited and Joined Wells Fargo Advisors where he spent about seven years building relationships with clients by focusing on their financial goals.
At Elevated Private Wealth Advisors as a Managing Partner, Tyler helps clients simplify their finances and works to develop tailored strategies to accomplish financial goals.
“A financial plan is like a blue print and I help as the architect and consultant to design the plan and strategy to build financial goals. Just like building a home it takes a team, so I work closely with other professionals including your accountant, CPA, attorneys and other trusted advisors to accomplish your goals.” -Tyler Bolyard
Donovan Martucci, AIF
Financial Advisor
- 385-355-0808
- donovan.martucci@elevatedpwa.com
Donovan Martucci elevated his life through his professional journey as a Business Scholar at the esteemed University of Utah. He earned a Bachelor of Science degree in Finance, securing impressive achievements that garnered him a well-deserved place on the revered Dean's List. Distinguished from his peers, Donovan stands among the select few to receive the inaugural Fintech Emphasis distinction.
Throughout his university tenure, Donovan's enthusiasm for knowledge-sharing and educational enrichment shone brightly. He had the opportunity to serve as a teaching assistant for two courses at the David Eccles Business School. Additionally, he actively contributed to the exploration and implementation of cutting-edge technologies as an executive member of the Blockchain Club at Utah. Simultaneously, he demonstrated exceptional time management skills and work ethic, upholding an impressive GPA and completing his degree in an exceptional three-year timeframe.
Donovan embraced the demands of a full-time role as a tire technician at the world's largest Costco. This experience allowed him to cultivate valuable skills in customer service, problem-solving, and teamwork, further enhancing his ability to excel in a dynamic and fast-paced environment.
Beyond his academic pursuits and professional endeavors, Donovan exemplifies a profound dedication to making a positive impact on his community. He devotes time and effort to actively engage in charitable initiatives that uplift and empower others. Donovan seeks adventure through a diverse range of recreational activities, such as snowboarding and hiking. He nourishes his intellectual curiosity through reading philosophy, experimenting with his Traeger, avidly following professional rugby and the UFC.
With his extensive education, demonstrated work ethic, and diverse range of interests, Donovan offers a unique outlook to any organization. His enduring commitment to lifelong learning, coupled with his unwavering commitment to finance and technology, ensures clients benefit from unparalleled expertise and professionalism in their interactions with him.
Jenica Daniels
Client Relationship Manager
- 801-716-1063
- jenica.daniels@elevatedpwa.com
Before entering the financial services industry, Jenica studied finance at Utah Valley University. She started her career at Wells Fargo in 2006 where she excelled in every position she held ranging from teller to Service Manager.
Prior to joining Elevated Private Wealth Advisors, Jenica worked with Tyler Bolyard’s team at Wells Fargo advisors as a Marketing Client Associate managing client onboarding, retention, clients events, and other marketing roles. At Elevated Private Wealth Advisors Jenica ensures the client experience is exceptional and helps us go above and beyond expectations.
While not at work, Jenica spends time with her husband Trate and two daughters Haizley and Raelynn. They especially enjoy off roading in their jeep in places like Moab, Utah.
Alec Perschon, AIF
Financial Advisor
- 385-218-3440
- alec.perschon@elevatedpwa.com
Alec is a highly accomplished professional, equipped with a Bachelor of Science in Finance with a specialized focus on Fintech from the prestigious University of Utah. His commitment to academic excellence earned him a place on the Dean's List, and he proudly stands among the inaugural group of seven graduates to receive the coveted Fintech Emphasis. Throughout his university journey, Alec demonstrated his passion for sharing knowledge and enhancing educational experiences by serving as a teaching assistant for two distinguished courses: "Intro to Global Fintech" and the advanced upper division "Fintech Workshop." These courses, based on the acclaimed Fintech Minor/Emphasis curriculum developed jointly by the David Eccles School of Business and the College of Engineering, exemplify Alec's dedication to staying at the forefront of industry advancements.
Alec's enthusiasm for technology and innovation is further exemplified by his time he spent as an Executive in the Blockchain Club at the University of Utah. Alongside his academic pursuits, Alec exhibited exceptional work ethic and time management skills by maintaining a stellar GPA and completing his degree in an impressive three years. Notably, he was also the recipient of multiple academic scholarships that recognized his outstanding achievements. While studying finance, Alec worked full-time as a Lead Technician for the Tire Center at the largest Costco Wholesale in the world.
Beyond his academic pursuits and professional endeavors, Donovan exemplifies a profound dedication to making a positive impact on his community. He devotes time and effort to actively engage in charitable initiatives that uplift and empower others. Donovan seeks adventure through a diverse range of recreational activities, such as snowboarding and hiking. He nourishes his intellectual curiosity through reading philosophy, experimenting with his Traeger, avidly following professional rugby and the UFC.
With Alec's comprehensive expertise, unwavering work ethic, and diverse interests, he is poised to bring a unique perspective to his role at our company. His dedication to continuous learning, coupled with his passion for finance and technology, ensures that our clients will receive the highest level of expertise and professionalism.
David Bushman
CPA
- 801-901-7061
- david@elevatedpwa.com
David Bushman is the founder and managing partner of Bushman Accounting and has been involved in accounting and finance since 2006.
He graduated from the University of Utah with a Masters Degree in Accounting with an emphasis in Taxation. He also attended Utah Valley University and graduated with a Bachelors in Accounting.
David worked in the operations department for a local bank in Utah county for almost four years while attending college. Upon graduating with his masters degree he was hired as a tax auditor for the Utah State Tax Commission where he performed corporate tax reviews and audits for five years.
After the state of Utah David worked in public accounting with a small CPA firm in the Salt Lake area for two years.
These experiences have allowed David to have a greater perspective on the many regulatory requirements individuals and businesses owners face. His experience as a tax auditor gives him advanced knowledge as to what government agencies are looking for from bookkeepers, on a tax return and how to navigate government reviews and audits.
David also saw the value for clients to have a CPA that is educated in various areas of business; he also has a Life and Health Insurance license, Series 6 and 63 licenses.
David grew up in Utah and loves spending time with his family. He lived in Holland for a year in his youth and served an LDS mission in McAllen, Texas speaking Spanish. His love for the outdoors was increased when his family built a cabin near Yellowstone National Park and considers Montana his second home. He enjoys getting to know and serving those in his community, playing sports, four wheeling and snowmobiling.
