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The Kansas City Team

The People Behind The Brand

Managing Partner

Scott M. Dougan, RFC

Managing Partner, Investment Advisor Representative

Advisors

O.J. Allen, RFC

Investment Advisor Representative
Tyler Moison, CFP®

Investment Advisor Representative, CFP®
Joe Wild

Investment Advisor Representative

Operations

Jennifer Dougan

Director of Operations
Adam Dougan

Technology & Finance Director
Amanda Gray

Office Manager
Jacque Hayes

Senior Director of Client Services
Pratik Mehta

B.A., B.B.A., CPA
Katie Murray

Client Services Specialist
Lindsay Platt

Client Service Specialist

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Kansas City Office

(913) 393-4724
5200 W 94th Terrace
Suite 208
Prairie Village, KS 66207
info@erg-kc.com

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Disclaimer

Investment Advisory Services offered through Elevated Capital Advisors, LLC, an SEC Registered Investment Advisor.

© 2024 Elevated Retirement Group. All Rights Reserved. *Guarantees provided by insurance products are backed by the claims-paying ability of the issuing carrier. The retirement kit is provided for informational purposes only. It is not intended to provide tax or legal advice. By requesting this report, you may be provided with information regarding the purchase of insurance and investment products in the future.