askelevated@erg-slc.com
Our Process
Fiduciary vs. Suitability
Who We Serve
Pre-Retirees and Retirees
Employers
Your Team
Salt Lake City
Kansas City
St. George
Boise
Resources
Salt Lake City
Kansas City
Client Portal
Contact Us
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Meet Our Kansas City Team
The People Behind The Brand
Scott M. Dougan
Managing Partner
& Investment Advisor Representative
O.J. Allen
Investment Adviser Representative
Patrick Berch
Investment Adviser Representative
Tyler Moison
Paraplanner
& Investment Advisor Representative
Jennifer Dougan
Director of Operations
Jacque Hayes
Senior Director of Client Services
Adam Dougan
Technology & Finance Director
Brooke Sidener
Client Services Associate
Katie Murray
Office Manager
Kansas City
5200 W 94th Terrace
Suite 208
Prairie Village, KS 66207
(913) 393-4724
Our Process
Fiduciary vs. Suitability
Who We Serve
Pre-Retirees and Retirees
Employers
Your Team
Salt Lake City
Kansas City
St. George
Boise
Resources
Salt Lake City
Kansas City
Client Portal
Contact Us
askelevated@erg-slc.com