View Post

Team Spotlight: Kathleen Sherman

In Articles, Articles: Kansas City Office, Fall 2021, Team Spotlights by Scott Dougan

Kathleen Sherman Elevated Retirement Group Event Coordinator 3 years, 7 months WHAT I LOVE ABOUT MY JOB: I love my opportunities to help grow ERG through partnering well matched pre-retirees with Scott and his advisors, as well as, developing relationships with major corporations locally and nationally in helping them provide financial literacy to their employees through education and retirement planning. …

View Post

Team Spotlight: Jacque Hayes

In Articles, Articles: Kansas City Office, Summer 2021, Team Spotlights by Scott Dougan

Fun Facts About Jacque Where were you born? Kansas City Mo. What’s your biggest pet peeve? People licking their fingers and touching something before handing it to you. Favorite vacation spot? Toss up between Mexico for relaxation and Disney for family fun! What was the first concert you attended? Lyte Funkie Ones (LFO) Cats or Dogs? Dogs My favorite candy …

View Post

Employee Spotlight: Priscilla Hansen

In Articles, Articles: Salt Lake City Office, SLC Spring 2020, Team Spotlights by Scott Dougan

Priscilla Hansen, Client Services Coordinator Priscilla assists advisors with their client requests and is committed to bringing excellent services and support to our clients. Priscilla has over 20 years of office experience involving various roles, specializing in client relations, with 7 years’ experience in the financial industry. She is currently working on her Bachelor’s Degree in Economics and holds her …

View Post

Employee Spotlight: Brook Chavers

In Articles, Articles: Kansas City Office, Spring 2020, Team Spotlights by Scott Dougan

Brook Chavers, Client Services Associate Brooke moved to Kansas City to study music and literature at the University of Missouri – Kansas City. She is a St. Louis native and visits home often to attend baseball games with her family, at Busch Stadium. Her favorite thing about Kansas City is its rich artistic culture. She enjoys going to the symphony …

View Post

Employee Spotlight: Melissa Ceballos

In Articles, Articles: Salt Lake City Office, SLC Winter 2020, Team Spotlights by Scott Dougan

Melissa Ceballos, Director of Talent and Business Acquisition Melissa has nearly 20 years’ experience in roles involving HR/Talent Acquisition, Sales, Marketing, and Business Development and has a true passion to help people! In everything she does her focus has always been on developing strong, meaningful, and long-lasting relationships to understand needs and align resources effectively. Melissa was born and raised …

View Post

Employee Spotlight: Daniel Allgaier

In Articles, Articles: Salt Lake City Office, SLC Winter 2020, Team Spotlights by Scott Dougan

Daniel Allgaier, Financial Planner Daniel is from Utah and loves the diversity of the Utah landscape and changing seasons, especially the fall. He graduated from Utah Valley University with a degree in Personal Financial Planning. He carries is Series 7 and 63 licenses and will be sitting for the CFP® exam in April of 2020. Daniel and his wife, Raina, …

View Post

Employee Spotlight: Julia Urquhart

In Articles, Articles: Kansas City Office, Team Spotlights, Winter 2020 by Scott Dougan

Julia Urquhart, Office Manager Julia grew up in the Kansas City area, attending Universities of Missouri – Columbia & Kansas City, where she studied Business with emphasis in Entrepreneurship, Marketing, and Psychology. When not working Julia spends her time running around with her thirteen year old step-son, Jonathon, and two rescue dogs, Rocky & Rosie.  She enjoys gardening, playing golf …

View Post

Employee Spotlight: Liz Kirkby

In Articles, Articles: Salt Lake City Office, SLC Summer 2019, Team Spotlights by Scott Dougan

Liz Kirkby Client Relationship Manager Liz is a native Utah girl, although she has spent many years living in California and Nevada as well. She received her Bachelors in Math Education from BYU and is currently working on a Masters in Management and Leadership. Liz currently lives in Saratoga Spring and has 6 children. She enjoys singing karaoke, eating chocolate, …