Events Coordinator Kathleen helps 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. She is a sports and travel enthusiast. She enjoys all opportunities to get out on the water both locally …
Office Manager Katie is the friendly voice you hear when you call the office and the bright and cheerful face you’ll see when you walk in. Katie was born and raised in “The Good Life” of Nebraska, go Huskers! She has an extensive background of over 8 years in Pediatric Dentistry, as a dental assistant. She moved to Kansas City …
Technology & Finance Director Adam joined our firm in 2015 after obtaining his Bachelor of Science in business with accounting focus from Emporia State University. Adam enjoys spending time with family, camping and kayaking. He also enjoys watching football and baseball. Adam resides in Topeka, Kansas, with his wife and their two sons.
Senior Director of Client Services Jacque joined our firm in July 2013. Jacque provides complete administrative support and takes a proactive role in developing deeper relationships with the families that we serve. Jacque’s attention to detail allows her to efficiently process applications in an accurate and timely fashion. She executes client service requests in regard to their custom retirement plan, …
Director of Operations Jennifer serves as the director of marketing and oversees daily operations in the office. As the team has grown, Jennifer has taken on additional roles that ensure smooth daily operations. Jennifer loves planning all the fun and exciting events we host. She is an avid fitness instructor and enjoys spending time with family in Portland, Oregon, and …
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.
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 …
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, …
Managing Partner, Investment Advisor Representative Scott Dougan founded Elevated Retirement Group in 2003 in order to fill a niche he felt was not being addressed properly in the retirement planning environment – helping retirees and pre-retirees in the Kansas City metro area find answers to issues that may affect the quality of life during their retirement. Scott is a Registered …
