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

Dylan Roach

Wealth Advisor

Tax Planning

DOUG DEFRAIN

Managing Director, Tax

Accounting

Ben witters

Sr. Director of Accounting