Book an Appointment

Ready to take the next step with your finances?
We’d love to sit down and talk it through with you. Whether you’re looking for a deep dive into your goals or just want to start with a friendly hello, we’ve got options that fit your pace.

You can book a 30- or 60-minute conversation with Noel Roach, either online or in person. If you’d rather ease in, we also offer relaxed meet-and-greet sessions with Doug DeFrain and Ben Witters—a simple way to get to know us, ask questions, and see how we can support you.

Want to meet with more than one advisor at once? Give Blair Christ a call at 913-955-2920, and she’ll set it up for you. (Those appointments can’t be booked online.).