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Team Corner

In Articles: Kansas City Office, Team Spotlights, Winter 2024 by Scott Dougan

Welcome to the Team Joe Wild, Paraplanner Joe graduated from Kansas State University in 2019 with a degree in History. He previously worked in the life insurance industry as well as in the banking industry. Joe prides himself on his ability to build strong personal relationships with clients to help them feel confident in their financial decisions. In his free …

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Welcome Lindsay Platt

In Articles: Kansas City Office, Spring 2023, Team Spotlights by Scott Dougan

Welcome to the Team Lindsay Platt Lindsay provides administrative support to our client accounts. She has nearly eight years of administrative experience working in financial services, and she truly enjoys building strong relationships with clients. Lindsay was born and raised in the Kansas City area and graduated from Pittsburg State University. She and her husband, Aaron, have two children, Stella …

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Welcome Pratik J. Mehta, CPA

In Articles: Kansas City Office, Articles: Salt Lake City Office, SLC Winter 2023, Team Spotlights, Winter 2023 by Scott Dougan

Welcome to our new Director of Tax Preparation & Tax Planning Pratik was born and raised in Mumbai, India. In June of 2002, he moved to Overland Park, Kansas. Pratik received his Bachelor of Business Administration with an emphasis in Finance as well as a Bachelor of Science in Accounting from University of Missouri, Kansas City. Pratik’s number one priority …

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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. …

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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 …

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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 …

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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 …