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Our Team

The People Behind The Brand

Managing Partners

Scott M. Dougan, RFC

Managing Partner, Investment Advisor Representative
Sean P. Lee, MSFS

Managing Partner, Investment Advisor Representative

Advisors

O.J. Allen, RFC

Investment Advisor Representative
Daniel M. Allgaier, CFP®, CEPA®

Investment Advisor Representative
Christopher J. Cordova, RICP®

Investment Advisor Representative
Jeff Currie

Investment Advisor Representative
Tyler Moison, CFP®

Investment Advisor Representative, CFP®

Operations

Dallin Bunnell

New Business Project Manager
Melissa Ceballos

Director of Talent and Business Acquisition
Heidi Davies

Office Manager
Jennifer Dougan

Director of Operations
Adam Dougan

Technology & Finance Director
Cory Garcia

Director of Marketing
Amanda Gray

Office Manager
Priscilla Hansen

Director of Client Services
Jacque Hayes

Senior Director of Client Services
Brian P. Hermann

MBA, Chief Operating Officer
Pratik Mehta

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

Client Services Specialist
Lindsay Platt

Client Service Specialist
Elton Wilcox

Chief Compliance Officer

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“Using a team approach, we can close the gaps between your current status and your future goals, helping you make wise decisions concerning your wealth.”

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Our Process
- Our Philosophy
- Fiduciary vs. Suitability
Who We Serve
- Pre-Retirees and Retirees
- Employers
Our Team
Resources
Contact Us

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Disclaimer

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

© 2023 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.

Disclosures

Elevated Capital Advisors Form ADV 2A September 2023
Elevated Capital Advisors Form ADV Part 3 (Form CRS) March 2023
Investor.gov
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Locations

Kansas City Office

(913) 393-4724
5200 W 94th Terrace, Suite 208
Prairie Village, KS 66207

Salt Lake City Office

(801) 639-0095
11925 South 700 East
Draper, UT 84020

Boise Office

(208) 377-1400
1760 River Road
Homedale, ID 83628

Our Process
Who We Serve
Our Team
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