Investment Advisor Representative Tyler graduated from Kansas State University in 2019 with a degree in Personal Financial Planning. He holds his CFP® designation and as well as his Series 65 and Life and Health Insurance licenses. Tyler has a passion for working with clients to help them achieve their financial goals. In addition to his time at ERG, Tyler recently …
Investment Advisor Representative, RFC O.J. is a CFP® professional, reflecting his commitment to comprehensive financial planning and a fiduciary standard that puts clients’ best interests first. He also holds a Series 65 Investment Adviser Representative license, along with life and health insurance licenses in Kansas, Missouri, and other states. A graduate of Kansas State University with a degree in business …
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 …
