View Post

Heidi Davies

In Operations, Salt Lake City by Scott Dougan

Office Manager Heidi has over 15 years in the financial services industry and has a passion for building lasting relationships. When asked why she chose this career path, her answer is that “it chose me.” She loves working with clients and the opportunities that her role provides for her to make people feel valued and appreciated. No surprise, she is …

View Post

Kathleen Sherman

In Kansas City, Operations by Scott Dougan

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 …

View Post

Katie Murray

In Kansas City, Operations by Scott Dougan

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 …

View Post

Adam Dougan

In Kansas City, Operations by Scott Dougan

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.

View Post

Jacque Hayes

In Kansas City, Operations by Scott Dougan

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, …

View Post

Jennifer Dougan

In Kansas City, Operations by Scott Dougan

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 …

View Post

Lisa Hunter

In Boise, Operations by Scott Dougan

Office Manager Lisa is responsible for the day-to-day operation and management of the office. She also performs all of the administrative functions on client accounts. She has a passion for Customer Service and makes sure that every client feels that they are valued. Lisa has 20 years in the Financial Service industry. Lisa is also commissioned by the State of …

View Post

Elton Wilcox

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

Chief Compliance Officer Elton joined Elevated Retirement Group in October 2017 as the Chief Compliance Officer. He brought with him 12 years of industry experience; six of those years in regulatory, audit and compliance functions. Elton creates, updates and manages the firm’s Compliance Program and ensures the firm is up to date on all new and pending laws and regulations …

View Post

Brian P. Hermann

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

MBA, Chief Operating Officer Brian joined Elevated Retirement Group in April 2015 as an Investment Advisor Representative. He plays a key role in compliance for Elevated Retirement Group where he is responsible for managing the execution and coordination of the compliance function. He also reviews new and pending laws and regulations, which potentially affect the business practices for the group. …

View Post

Cory Garcia

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

Director of Marketing Cory joined the Elevated Retirement Group team in June 2012 as the director of marketing. In that role, he coordinated all activities related to client interaction, creating and distributing marketing communications — including website, social media, newsletters, email marketing and educational materials. As the team has grown, Cory’s role as vice president not only has him overseeing …