"Teamwork is the ability to work together toward a common vision. The ability to direct individual accomplishments toward organizational objectives. It is the fuel that allows common people to attain uncommon results."
by Andrew Carnegie
Each Emerging Advisor Team Member has been hand-selected for their unique capabilities. Our ability to deliver outstanding results for our clients starts with our team of smart, capable experts.
Scott M. Dougan, RFC
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 Financial Consultant (RFC) and holds a Series 65 Investment Adviser Representative license, which holds him to the fiduciary standard. He also holds insurance licenses in Kansas, Missouri and other states.
Scott is a member of the Better Business Bureau and the International Association of Registered Financial Consultants. Scott and his wife, Jennifer, reside in Prairie Village with their three dogs, Kozmo, Tuesday and Mazie.
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Sean P. Lee, MSFS
Managing Partner, Investment Advisor Representative
Since 2002, Sean Lee has helped families reach and maintain their financial goals. As a trusted advisor, he coaches and assists his clients with their financial goals by focusing on the fundamentals and takes a practical and personal approach when working with them. He thoroughly educates his clients about the ins and outs of each of their financial decisions to help create and execute a material financial plan. As a trusted professional in Utah, Sean has been featured in The Wall Street Journal’s Market Watch, The Deseret News, The Salt Lake Tribune and USA Today. He has also been featured as a local financial advisor on Utah’s NBC station, KSL 5. He holds a Master of Science in Financial Services (MSFS) from the Institute of Business & Finance and a Bachelor of Science in finance from Westminster College.
Sean’s mission is to inspire our clients to experience a real relationship with a financial firm unlike anything they have ever had before, by placing the highest importance on business ethics, world class professionalism, unbiased counsel and an extension of public knowledge on current issues affecting retirees and their heirs. With a unique focus on capital preservation, Sean utilizes the best-suited tools in the industry to help his clients achieve their financial goals. Combining income planning, institutional wealth management and estate planning strategies, Sean is dedicated to providing the highest quality advice and wealth management solutions to simplify and enhance the quality of life.
Sean was born and raised in southern Wyoming but has called Utah his home for over 25 years. He currently lives with his wife, daughter, and son in Draper. In his free time, Sean enjoys playing and coaching baseball, golfing and spending time with his family and friends.
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Melissa Ceballos
Director of People and Business Development
Melissa has nearly 20 years’ experience in roles involving HR/Talent Acquisition, Sales, Marketing, and Business Development and has a true passion to help people! In her role today she focuses on developing strong, meaningful, and long-lasting relationships with independent advisors, business owners/HR professionals, and employees to understand their needs and align resources effectively.
Melissa was born and raised in Southern California and moved to Utah to attend college and graduated from the University of Utah with a bachelor’s degree in Communication. Melissa previously worked for a Global Corporation in Talent Acquisition Management and made a move to the Financial Services industry in 2016. In learning about financial/retirement planning, she quickly identified a need for more education and financial wellness. She enjoys seeking opportunities to collaborate with organizations to help educate workforces on building financial confidence and preparing for a successful retirement!
Melissa is married to her husband Paul and they have 3 children. She is actively involved in their sports and school activities while finding time to volunteer in the community and serve on a variety of advisory boards and committees which allows her opportunities to mentor and give back. Melissa loves to travel, host get-togethers, and spend time with friends and family.
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Jennifer Dougan
National Sales Manager
Jennifer is the National Sales Manager for Emerging Advisor. Her role is to contribute to the sales objectives of our company. She is responsible for developing business partnerships across the US and growing and nurturing long term relationships with our clients.
She is an avid fitness instructor and enjoys spending time with family in Portland, Oregon, and Topeka.
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