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