Meet Scott Dougan
Founder of Global Plains Advisory Group, Scott Dougan, has dedicated over a decade of his life to educating and assisting retirees and pre-retirees of the Kansas City metro area on how to plan for and protect their financial future. An advocate for comprehensive financial and retirement planning, Scott ensures that all components of a client’s financial affairs work in collaboration, producing the best possible outcome. He specializes in identifying potential loopholes of financial, accounting and estate plans, and detects where unnecessary monies are “falling through the cracks.” Scott instills in his clients and community a true understanding of the disadvantages of an unplanned retirement and the costly mistakes that could arise from lack of preparation and attention to detail.
Developer of a proprietary 4 Step Complete Planning Review Process, Scott utilizes this straightforward approach for assessing the impact of any major financial decisions, most specifically in the areas of income, tax and risk exposure. With this information, he can successfully counsel on strategy, and develop a comprehensive financial and estate plan. Scotts capability, coupled with his commitment to his clients, is evident in the results based solutions he has provided to hundreds.
His knowledge and unmatched ability to serve his clients and community has afforded Scott recognition from his peers. Often asked to lead educational training courses, he is well regarded for his fresh perspective, unique approach and strategic analysis. Not only have other financial advisors learned from Scott, but also collaborating professionals such as attorneys and Certified Public Accountants have benefited from his background in estate and financial planning. He regularly presents on such topics at industry meetings and conferences.
Scott has earned his Series 65 license and is also a licensed life and health insurance professional. Scott attended both Emporia State University and the University of Kansas where he studied Education, and he is currently enrolled with the American College of Financial Planning where he is pursuing the respected Chartered Retirement Planning Counselor designation.
Married since 2008, Scott and his wife are on a grand adventure with their three dogs Kozmo, Tuesday and Mazie. Scott enjoys reading business books, traveling and spending time with his family.
Investment Advisory Services offered through Global Financial Private Capital, LLC, an SEC Registered Investment Adviser.
Scott Dougan
Founder | Global Plains Advisory Group
Meet Sean P. Lee, MSFS
For fourteen years, Sean P. 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 the President and Founder of Elevated Retirement Group located in Murray, Utah. Elevated Retirement Group offers a wide variety of programs and services which are individually tailored to each of its client’s 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 finalist for Advisor of the Year from Retirement Advisor magazine.
As an Investment Advisor Representative with Elevated Capital Advisors, LLC., 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.