Meet With Jonathon

Investment Advisor Representative

Jonathon is the lead advisor for the Kansas City metro area and oversees the growing locations of that market. Transparency is the cornerstone of his advising style. “Many people have had long relationships with an advisor, yet they have no knowledge of cost of services and maintenance. Frequently, investments offered are not in the client’s best interest. Doing what is best for the client is always what is best for the business.”

Meet With Julie

Investment Advisor Representative

Julie has a background in financial services and education, so she understands how vital transparency and integrity are in forming lasting client relationships. “People work hard to set money aside for their retirement. They deserve to work with an advisor who has the client’s best interest at heart – no matter what their net worth looks like.”

When filling out your online booking appointment, leave the Select Staff option as “Anyone”