Kansas City
Proudly Serving Kansas City
Kansas City
420 West 98 Street
Kansas City, MO 64114
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Your Kansas City Team
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Kelly Hokanson
CFP®
Wealth Advsior
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Stephanie Guerin
CFP®
Wealth Advisor
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Brian Brush
CFP®
Wealth Advisor
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Becca Craig
CFP®, CSLP®, ABA
Wealth Advisor
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Claire Schulte
CFP®
Wealth Advisor
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Emma Von Weise
Associate Wealth Advisor
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Adam Dunavant
CFP®
Associate Wealth Advisor
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Christina Keys
CFP®
Associate Wealth Advisor
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Jordan Priddy
CFP®, EA
Associate Wealth Advisor
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Brian Mayfield
CRPC®
Advisory Team Director
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Kim Brown
Advisory Team Associate
Dig even deeper.
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Enjoy some of our latest resources
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March 17, 2025
Costly Wealth Transfer Mistakes to Avoid
Transferring wealth is a complex process that requires careful planning, clear communication, and regular updates. Your estate plan, which includes your legacy plan and trust documents, ensures that your wealth is distributed according to your wishes. However, without proper planning, costly mistakes—sometimes irreversible—can occur.
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March 06, 2025
Monthly Investment Commentary: March 2025
The Atlanta Fed’s forecast for first-quarter GDP plunged from a 2.3% increase to a 2.8% contraction after a sharp 26% jump in the trade deficit. While recent economic data warrants closer scrutiny, we see balanced risks and advise staying near long-term targets. Despite federal cost-cutting concerns, private sector growth could help stave off a recession.
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March 03, 2025
How to Navigate Rising Homeowners Insurance Costs
With rates up 37.8% since 2019, rising home insurance costs can be challenging. The good news is homeowners have opportunities to manage them. Explore how your wealth advisor can help navigate insurance policy changes and protect your overall financial well-being.
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