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Tyler Moison

In Advisors, Kansas City by Scott Dougan

Investment Advisor Representative, Candidate for CFP® Certification Tyler recently graduated from Kansas State University with a degree in Personal Financial Planning. He has a passion for working with clients to help them reach their financial goals. In his free time, Tyler enjoys being outdoors, trying new recipes in the kitchen, and spending time with friends and family.

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Patrick Berch, MS, RFC

In Advisors, Kansas City by Scott Dougan

Investment Advisor Representative Patrick joined Elevated Retirement Group to apply his knowledge of money management to advanced planning more broadly. He entered the financial industry in 2008, working in business development and later as a business analyst for a print and packing company. He then became a partner in a portfolio management firm, where he created, managed and refined various …

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O.J. Allen, RFC

In Advisors, Kansas City by Scott Dougan

Investment Advisor Representative O.J. holds a Series 65 Investment Adviser Representative license, adhering him to the fiduciary standard. He also holds life and health insurance licenses in Kansas, Missouri and other states. O.J. is an alumnus of Kansas State University, graduating with a degree in business administration. O.J. and his wife, Shawna, reside in Olathe with their three children, Hayden, …

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Jeff Currie

In Advisors, Boise by Scott Dougan

Investment Advisor Representative Born and raised in the Pacific Northwest, Jeff graduated with a degree in Economics from Humboldt State University in Northern California and has been a proud Idaho transplant since 1992. Jeff is heavily involved in his community and considers giving back extremely important. He is a long time volunteer in the Jaycees, Rotary and is a US …

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Daniel M. Allgaier, CFP®, CEPA®

In Advisors, Salt Lake City, St. George by Scott Dougan

Investment Advisor Representative Daniel began his career in the finance industry in 2017 and loves the personal relationships that come from being a Financial Advisor. He loves taking families through the financial planning process to create a personalize financial plan. He believes that everyone has different wants and needs when it comes to financial planning and there’s not a one …

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Christopher J. Cordova, RICP®

In Advisors, Salt Lake City, St. George by Scott Dougan

Investment Advisor Representative Chris began his career as an advisor in 2008, helping his clients achieve their unique financial goals. He takes the approach of designing holistic financial strategies for his clients as if they were his own family members or closest friends. At the heart of his practice is a passion for serving and educating clients while building strong …