Team

Team

"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 Dougan

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.

Connect on Linked In
Sean Lee

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.

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.

Today, Sean is a Managing Partner of Elevated Retirement Group located in the Sandy and St. George, UT offices. Elevated Retirement Group offers a wide variety of programs and services that are individually tailored to each of its clients’ financial needs. 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 has been recognized by Utah Business magazine as one of the Top 40 Under 40 professionals in Utah. He has been recognized by Fidelity Investments for Fiduciary Excellence. Sean most recently was selected as a finalist for Advisor of the Year from Retirement Advisor magazine.

As an Investment Advisor Representative with Elevated Retirement Group, Sean is held to the highest fiduciary standards, making investment recommendations in the best interests of his clients and always operating in an ethical manner. Sean is also a licensed life and health insurance professional, permitting him to recommend and utilize life and long-term care insurance solutions as part of each client’s comprehensive financial plan. 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 was born and raised in southern Wyoming but has called Utah his home for over 17 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.

Insurance and annuity product guarantees are subject to the claims-paying ability of the issuing company and are not offered through Elevated Retirement Group. Any comments regarding safe and secure investments and guaranteed income streams refer only to fixed insurance products. They do not refer, in any way, to securities or investment advisory products.

Connect on Linked In
Kathleen Sherman

Kathleen Sherman

National Sales Manager

Kathleen 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. Kathleen joined Emerging Advisor in February 2018, and comes from a successful, 20-year career in Media Advertising across several mediums.

A sports enthusiast, Kathleen played volleyball in college where she studied communications. She competed in a semi-professional, fast-pitch league during her summers from college. After college, she competed on an AAU women’s basketball team that played pre-season exhibition games in the PAC 10 division. Kathleen has competed internationally on several paddling teams since 1994 in the sports of Dragon Boating and Outrigger canoe for regional and National teams at the world level. Kathleen continues to enjoy competing internationally and is thankful for her opportunities. She transplanted from Portland, OR in February 2018 and has an amazing dog, Harriet.

Connect on Linked In