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After years of trying to grow their practices with every possible marketing program, which either didn’t work or didn’t feel authentic, Sean P. Lee and Scott M. Dougan founded Emerging Advisor in 2014. It had become clear that the industry was missing something. Unbiased, fact-based, research-rich retirement planning education for aspiring retirees was lacking. Instead, most retirees had to sift through aggressive sales pitches and high-pressure steak dinner seminars in order to hope to find a competent advisor to help guide them into and through retirement.

After years of witnessing this lingering problem, Lee and Dougan teamed up to solve it. With a shared vision and complimentary strengths, these two very successful advisors joined forces to create a safe place for retirees to learn the ingredients for a successful retirement and to make wise decisions regarding their life savings. Thus, Retirement Elevated was born.

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Sean P. Lee

Sean Lee is a Managing Partner of Elevated Retirement Group, located in Sandy, Utah. Since 2002, Sean has helped hundreds of families reach and maintain their financial goals as their trusted advisor and coach. He uses a practical and personal approach with the families he serves, with a focus on the fundamentals of financial planning. The education-based approach Sean uses has become so effective that it lead to the development of Emerging Advisor and the Retirement Elevated program.

Sean’s mission is to educate aspiring retirees on key planning strategies and to inspire them to experience a real relationship with a financial advisory firm unlike anything they thought was possible. By placing the highest importance on business ethics, world-class professionalism, unbiased counsel, and continued learning, Sean has been effectively reshaping the realm of professional retirement planning.

Sean’s roles as Managing Partner of Elevated Retirement Group and co-founder of Retirement Elevated have lead to the development of a wide variety of education programs and client services that place the needs of the client at the center of the experience. With a unique focus on capital preservation, paired with income planning, institutional wealth management, and estate planning strategies, Sean has remained dedicated to providing the highest quality advice and wealth management solutions to simplify and enhance clients’ quality of life.

As a trusted professional in Utah, and with reach and influence that spans the country, Sean has been featured in The Wall Street Journal’s Market Watch, The Deseret News, The Salt Lake Tribune, and USA Today, and has also been showcased on Utah’s NBC station, KSL 5. He has been recognized by Utah Business magazine as one of the Top 40 Under 40 professionals in Utah, by Fidelity Investments for Fiduciary Excellence, and recently was selected as a finalist for Advisor of the Year from Retirement Advisor magazine.

Sean is an Investment Advisor Representative with Elevated Retirement Group, and also serves as 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.

Scott M. Dougan

Scott Dougan, co-founder of Elevated Retirement Group, has dedicated much of his life to educating and assisting retirees and pre-retirees of the Kansas City metro area on planning for and protecting 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 integrated outcome. He specializes in identifying potential loopholes in 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.

Scott Dougan, co-founder of Elevated Retirement Group, has dedicated much of his life to educating and assisting retirees and pre-retirees of the Kansas City metro area on planning for and protecting 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 integrated outcome. He specializes in identifying potential loopholes in 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.

Scott’s proprietary 4-Step Complete Planning Review Process utilizes a straightforward yet rigorous approach for assessing the impact of any major financial decisions, before these decisions are made. Scott’s extensive work in the areas of retirement income, tax strategy, and risk exposure allow him to develop a comprehensive financial and estate plan with and for clients, and it’s this commitment to holistic planning that lead to Scott co-founding Retirement Elevated. Through this program, Scott is able to impact aspiring retirees all over the country through the efforts of other fiduciary advisors who share the same commitment to placing the needs of clients first.

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, collaborating professionals such as attorneys and Certified Public Accountants have also benefited from his background in estate and financial planning. Scott 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, allowing him to provide solutions in life insurance and long term care planning. 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.

Proven Results

The Retirement Elevated program has been continually tested and improved by Lee & Dougan with their own Elevated Retirement Group practice, with greater success than the two ever imagined. 

Scott M. Dougan Presenting at KU

New Assets Under Management Acquired

Client Testimonials

"Emerging Advisor has hands-down the best presentation materials and educational workbooks in the industry, with a friendly and professional support team to help with the process."
Phillip W.
"Our practice has been using the EA classes for two years and we continue to be impressed at the clients & new business we’ve been able to acquire. They’ve been great to work with and I highly recommend them."
Holly S.
"I really enjoy working with Emerging Advisor. Each seminar we host brings new bookings and assets. The class materials are polished and well executed. The monthly advisor-to-advisor webinars are also packed with practical and helpful advice on how to keep growing my business."
Mitch P.
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Emerging Advisor

FREE Toolkit

Free Admission!

(Limited Availability)

Score Access to Additional Insights, Tools, and Resources to Grow Your Practice; the Same Tools used by Scott Dougan and Sean Lee to Grow Theirs!