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.

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.

Wealth Management

Noel Roach

Founder and Wealth Advisor

Tax Planning

DOUG DEFRAIN

Managing Director, Tax

Accounting

Ben witters

Sr. Director of Accounting