800-493-6226 [email protected]


Featuring Brad Holdhusen

Meet Brad Holdhusen! Brad is a financial advisor in our Overland Park office and he specializes in consulting individual investors, business owners and qualified plan committees in multiple areas of finance and advanced planning. Brad chose to join the financial...

Featuring Kris Koening

Meet Kris Koenig! Kris is a financial advisor in our Overland Park, KS office. He graduated from the University of Kansas with a degree in anthropology, and specializes today in corporate 401(k)s, philanthropic giving and 1031 exchanges for excess boot money on...

Update From Our CEO: COVID-19

Our firm’s vision is to inspire people to achieve their life’s ambitions. We understand that given that current state, it is very difficult for our clients to stay focused on their long-term life objectives. This global health challenge is causing tremendous financial...

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