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    Meet Global Plains Advisory Group

    Global Plains Advisory Group

    We believe each investor is unique and no single strategy is right for everyone. In fact, the defining point that separates our process from other firms is we carefully identify all the “must-know facts” critical to individual clients’ retirement success before they make investment decisions. This goes far beyond a “risk tolerance” questionnaire. Eliminating potential risks for clients’ retirement success is done through a complete planning review, including: Tax Planning, Income Analysis, Risk and Fee Analysis and Estate Planning Review. This approach requires more effort on the part of Global Plains Advisory Group, but it results in a roadmap that creates greater success for clients.

    “It is the discovery of your true desires and needs that should be the first step you take- not the choice of investment products."

    Scott M. Dougan

    Scott Dougan founded Global Plains Advisory 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.

     

    Patrick Berch, Investment Adviser Representative

    Patrick joined Global Plains Advisory Group to apply his knowledge of money management to advanced planning more broadly. He entered the financial industry in 2008, working in business development and later as a business analyst for a print and packing company. He then became a partner in a portfolio management firm, where he created, managed and refined various strategies.

    Patrick’s expertise lies in portfolio management, risk analysis and advanced planning. He maintains his Series 65 Investment Adviser Representative license, which holds him to the fiduciary standard. Patrick also holds life and health insurance licenses in Kansas, Missouri and other states. He received his bachelor’s degree in history from Master's College in Santa Clarita, California.

    Residing in Overland Park, Kansas, Patrick’s primary duties away from the office are as a father and a husband. He enjoys spending time with his wife and three children, and also working out, reading and eating.

    O.J. Allen, Investment Adviser Representative

    O.J. holds a Series 65 Investment Adviser Representative license, adhering him to the fiduciary standard. He also holds life and health insurance licenses in Kansas, Missouri and other states. O.J. is an alumnus of Kansas State University, graduating with a degree in business administration. O.J. and his wife, Shawna, reside in Olathe with their three children, Hayden, Emily and Oakley.

     

    Jennifer Dougan, Director of Operations

    Jennifer serves as the director of marketing and oversees daily operations in the office. As the team has grown, Jennifer has taken on additional roles that ensure smooth daily operations. Jennifer loves planning all the fun and exciting events we host. She is an avid fitness instructor and enjoys spending time with family in Portland, Oregon, and Topeka.

     

    Jacque Hayes, Director of Client Services

    Jacque joined our firm in July 2013. Jacque provides complete administrative support and takes a proactive role in developing deeper relationships with the families that we serve. Jacque’s attention to detail allows her to efficiently process applications in an accurate and timely fashion. She executes client service requests in regard to their custom retirement plan, ensuring client expectations are always met. Jacque and her husband, Kevin, have two young daughters, Abbie and Averie, and a yellow Lab, Macie. In her free time, Jacque enjoys spending time with her family, reading and traveling.

     

    Adam Dougan, Director of Finance

    Adam joined our firm in 2015 after obtaining his Bachelor of Science in business with accounting focus from Emporia State University. Adam enjoys spending time with family, camping and kayaking. He also enjoys watching football and baseball. Adam resides in Topeka, Kansas, with his wife and their two sons.

     

    Carrie Smart, Director of First Impressions

    As the director of first impressions, Carrie warmly greets everyone who walks in the door or calls on the phone. It’s her job to make clients and prospective clients alike feel welcome. Carrie entered the industry in 2012. When away from the office, she enjoys working out, hiking, swimming, running and playing with her kids. She and her husband, Tony, who is in the Army, reside in Leavenworth, Kansas, having recently moved back to the area from Alabama. They have three children, Peyton, Adison and Jaxson, and a German shepherd named Scout.

     

    Sheila Dickey, Director of Operations, Emerging Advisor LLC

    Sheila manages all aspects of the Emerging Advisor business and works with the partners for the planning and growth of Emerging Advisor. She joined the firm in 2016 after working closely with the partners for years in other business aspects, and recognizing the fit to work with them on Emerging Advisor.

    Sheila holds a certification in the FastTrac program and has expertise in business development and strategic planning. She earned her bachelor’s degree in psychology from the University of Missouri - Kansas City.

    Residing in Kearney, Missouri, Sheila enjoys running, reading business books, scrapbooking and hanging out with her family. She and her husband have two children, Jonathan and Brayden, and two dogs, an Australian kelpie named Kora and a Norwegian elkhound named Ellie. When the family isn’t busy with sports or school activities, they like to travel, camp and take in car shows.

     

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    *By submitting your contact information, you consent to be contacted in the future regarding retirement income strategies that utilize insurance and investment products."
    Investment Advisory Services Offered through Elevated Capital Advisors, LLC, a Registered Investment Adviser. Insurance Products and Services Offered through Global Plains Financial Services, LLC.

    The following Form ADV Part 2 is available upon request.

    *Guarantees provided by insurance products are backed by the claims paying ability of the issuing carrier.

    The 10 Things to Know About Planning Your Retirement Income Report is provided for informational purposes only. It is not intended to provide tax or legal advice. By requesting this report you may be provided with information regarding the purchase of insurance and investment products in the future.