Kansas City
Your Kansas City Team
Kelly Hokanson
CFP®
Wealth Advsior
Stephanie Guerin
CFP®
Wealth Advisor
Brian Brush
CFP®
Wealth Advisor
Becca Craig
CFP®, CSLP®, ABA
Wealth Advisor
Claire Schulte
CFP®
Wealth Advisor
Emma Von Weise
Associate Wealth Advisor
Adam Dunavant
CFP®
Associate Wealth Advisor
Christina Keys
CFP®
Associate Wealth Advisor
Jordan Priddy
CFP®, EA
Associate Wealth Advisor
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Enjoy some of our latest resources
June 12, 2025
Monthly Investment Commentary: June 2025
After a sharp decline in April, U.S. equities snapped back in May with robust returns across most asset classes. For many investors, the pain was softened by portfolios that did not look like the benchmark. With markets back up near their all-time highs, now is a good time to reflect on the risks we are taking, and which ones truly matter.
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June 09, 2025
5 Reasons to Review Your Variable Universal Life Policy Every Year
Many first-time buyers don’t realize how complex managing a VUL policy is until years after purchase. The good news is that there are steps you can take to help prevent surprises. Find out why reviewing your policy each year can make a difference.
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May 27, 2025
Will vs. Trust: Which Best Protects Your Wealth and Legacy?
When it comes to securing your family’s future, both Last Wills and Testaments and Revocable Trusts offer unique advantages. But which one truly fits your needs?
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