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
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?
Read the articleMay 19, 2025
How a Financial Advisor Can Help During Market Volatility
Reading headlines about huge swings in the financial markets can be stressful for even the most seasoned investors. It’s natural to feel uneasy watching portfolio values fluctuate, but moments like these also present opportunities. In our view, volatility can become a tool rather than a threat.
Read the articleMay 12, 2025
Monthly Investment Commentary: May 2025
Global commerce is facing new challenges as trade tensions and international politics reshape the landscape. Where a company earns its revenue is becoming a major factor that sets it apart from the competition. In this article, Focus Partners’ Jason Blackwell explores these trends and the implications for investors.
Read the article