Since 1992, Doug Elstun has been advising clients on a broad range of financial services including investment planning, asset allocation and management, retirement planning, financial statement development and analysis, and debt management. Doug provides these services on a fee basis, in all cases acting as an advocate helping to structure the best cost/benefit arrangements on behalf of his clients. His consulting experience comes from working with corporations, endowments, and high net-worth individuals in meeting their stated financial goals.
Doug is a Registered Investment Advisor Representative and Charter Financial Analyst candidate and holds Series 24, 63 and 7 licenses. He received a Bachelor of Science/Economics from the University of Kansas and studied at the University of North Carolina.
He has been an active member in the charitable community through the Will2Succeed Charitable Foundation, Sproles Empowered Youth Organization, Twelve Starz Foundation, Operation Breakthrough, Kansas City Rescue Mission, Children’s Mercy Hospital, and coaching both inner-city and suburban youth basketball teams.
In search of the next “bucket list” opportunity, Doug has completed the New York Marathon, Escape from Alcatraz, and a few half marathons. Additionally, he stays active in the Kansas City basketball community by serving as a radio and television analyst for high school and college broadcasts stemming from his experiences and insight after playing for legendary coaches Dean Smith and Roy Williams at the University of North Carolina and University of Kansas respectively.
Bill Larmer has an impeccable record with clients, as he has no complaints or lawsuits in over 30 years in the investment industry. Bill's knowledge and experience have prevailed in this difficult industry since 1979. His experience in client investment, financial and retirement planning come from competitiveness and an ongoing education of the industry.
Bill is a Registered Investment Advisor Representative and has passed the Series 6 and 63 exams. He has a pharmacy doctorate from the University of Missouri-Kansas City, where he also serves as a board member of the school's pharmacy foundation. Bill is also a trustee of the University of Missouri-Kansas City School of Pharmacy. In 2007, he was awarded the Alumni of the Year Award.
Heather Coleman joined Larmer & Elstun in 2011 and is responsible for implementation, coordination and tracking of company marketing services. She assists with portfolio evaluations, strategic outreach, and clientele education for maximum wealth enhancement. She also provides general office management services. Heather has over ten years of business experience and the majority of her background resides in financial services and the banking industry. Her involvement ranges from consumer loan underwriting to branch management.
Heather also has expertise with client segmentation and recruitment, information technology and operational processes. She studied business administration at the University of Central Oklahoma and vocal and piano performance at Southern Nazarene University.
Gail Larmer has been assisting clients at Larmer & Elstun since 1991. She is responsible for many of the administrative and operational processes of the company. She is an expert with client communication and interaction and her attention to detail and organization maximizes the operational side of the business. Gail also has experience with Larmer & Elstun, LLC's compliance with the Securities & Exchange Commission. She holds a bachelor's degree in elementary education from Avila College.
Savannah Ellis is the Client Services Manager and is the newest member of the Larmer & Elstun team. Savannah facilitates retirement plan participant communication and provides support to all wealth management clients.
Savannah is a graduate of the University of Memphis where she earned a bachelors degree in business management.
Before joining Larmer & Elstun, Savannah served as an intern at the University of Memphis Athletics Development Office where she focused on generated funding for student-athlete scholarships, facility improvements and endowed scholarships.