FuturePlan by Ascensus Appoints Scott Dozier as Vice President, Sales Consultant to Support Growth in Greater Houston and Louisiana

Experienced financial services professional to expand advisor partnerships in Houston through FuturePlan’s independent, client-focused approach

FuturePlan by Ascensus, a leading retirement solutions partner dedicated to helping advisors, recordkeepers, and plan sponsors deliver better outcomes for savers, announced the appointment of Scott Dozier as Vice President, Sales Consultant. Dozier will support advisors, business owners, and partners across the Houston, Texas market, further strengthening FuturePlan’s presence in a key growth region.

With more than 14 years of experience in the financial services industry, Dozier brings a strong track record of collaborating with financial advisors, recordkeeping partners, and business owners to develop strategic retirement plan solutions. Dozier holds a Bachelor of Business Administration in Accounting and Finance from the University of Houston and will play a key role in expanding FuturePlan’s advisor relationships throughout Texas.

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“Scott brings a strong understanding of how to connect plan design with the evolving needs of advisors and business owners,” said Kasey Price, President of FuturePlan. “His ability to build meaningful partnerships and deliver practical, results-oriented solutions reflects the way we approach the market, especially in the Greater Houston and Louisiana markets. At FuturePlan, our structure allows us to operate with independence and clarity—giving advisors confidence that recommendations are grounded in expertise, not constraints. Scott’s addition further strengthens our ability to support advisors with flexible, thoughtfully designed retirement strategies that drive better outcomes.”

FuturePlan combines the strength and resources of Ascensus with a distinct operating model that preserves its independence. This structure allows FuturePlan to provide objective, flexible plan design and consulting services centered entirely on the needs of advisors and their clients.

Dozier’s appointment underscores FuturePlan’s continued investment in experienced talent and its commitment to delivering personalized, independent retirement plan solutions across all markets.

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