Financial Advisor, RJFS
Licensed Insurance Agent, K&A
For over 25 years I have served individuals, families, business owners and non-profits. I like to create plans that work (versus those that do not). I am naturally a technical person and see economic models almost in 3D. I can plan and create them to match various scenarios depending on client needs. I am very close to my clients and have served many to their life’s end. I have a loving wife, Carol, and two wonderful daughters, Greta and Anna. I strive to be a good example for them. I love what I do. Most people simply want plans that work according to their definitions and needs, have confidence, and on the tough days and times, for me to be there when needed.
A strong theme you will see over again, is my passion for working within the construct of Charitable Planning. It is how I am wired. I have cultivated unique technical skills and talents in charitable giving, and I am a co-founder of the Abundance Alliance & Lakeview Conservation Alliance, Inc.
Teamwork Knows No Boundaries
Meet Our Team
Team Role: Team Co-Advisor. Prior to becoming an advisor, Bettie was a Retirement Plan Administrator for Keating & Associates. Now, as an advisor, Bettie provides a high level of skills and knowledge regarding retirement plans and financial planning. Additionally, Bettie is the team’s financial planning software specialist.
Team Role: Investment Department Assistant. Jennifer coordinates a variety of client investment needs. Anywhere from handling trades, setting up accounts, facilitating deposits and withdrawals and a host of other critical functions in between. As a seasoned investment department specialist, Jennifer strive to make many of the complicated steps and processes appear seamless.
Team Role: Team Project Manager. Taylor ensures all projects are organized and managed to maximize efficiency. Taylor’s background in Marketing and Communications brings an array of capabilities for larger projects, while providing thoughtful insight. In addition, if you have any questions or need assistance, she is the team go-to. If she cannot answer your question, she will connect you with the appropriate team member.
Overland Park, KS
Team Role: Client Financial Plan Modeling. When it comes to financial planning and modeling, Matt is your guy. He is a key player when it comes to building out our clients’ financial plans, modeling out scenarios, and assisting in researching opportunities. When situations arise and require a clients plan to change, Matt helps adjust the plan and models. As situations or goals change, he makes sure the plan reflects those updates.
Team Role: Scheduling Coordinator. When it comes to client care, Lily's role is vital. Whenever an appointment needs to be scheduled, Lily helps coordinate to ensure the meeting happens smoothly. She keeps the calendars updated, ensures client reviews are scheduled and follows up with clients.