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Featuring Mark Gash

Meet Mark Gash! Mark is a financial advisor in our Overland Park, KS office. Mark’s expertise in the financial planning and retirement industry comes from his passion for helping others, especially those with disabilities. Mark graduated from the University of...

Featuring Rich Laing

Meet Rich Laing! Rich is a wealth advisor in our Overland Park, KS office, where he develops a process to manage all the different pieces of a family’s wealth puzzle. Rich has always had a fascination with watching wealth be created out of a concept or idea....

Q4 Quarterly Client Update

Headwinds Subside, Markets Reach New Highs As 2019 came to an end with the major stock indices at or near their all-time highs, it’s worth reflecting on just how far we have come in this historic decade. Since the S&P 500 bottomed at a level of 676 on March 9,...