Wealth Management in Kansas City

Kansas City, MO

Wealth Management in Kansas City

Address

1201 NW Briarcliff Pkwy
Kansas City, MO 64116

Get Directions

Hours

M – F: 8am – 5pm
Sat: Closed
Sun: Closed

Phone

Call us today at (913) 393-1000

Meet Our Team

Logan DeGraeve, CFP®, AIF®

Executive Advisor

, Lenexa, KS

Logan DeGraeve, CFP®, AIF®

Executive Advisor

, Lenexa, KS

Department: Advisors

Experience: Advisor since 2015

Education: B.S. Accounting from Baker University

Logan has spent his whole career with Modern Wealth, starting as an intern in 2012 and eventually becoming an advisor in 2015.  Helping other Modern Wealth advisors become as successful as possible with winning and keeping business is one of Logan’s main goals.

He enjoys helping clients accomplish financial goals/dreams they didn’t think were possible. Logan is thankful for all the other Modern Wealth team members that serve as “pillar experts” in their specific roles to help him serve our clients.

The most important thing to Logan is his family. Logan and his wife, Alex, have a daughter, Olivia; French bulldog, Gus; and golden retriever, Mac.

He also loves golfing, watching sports, traveling, working out, and finding new places to eat/drink with Alex.

Jeff Ernest, AIF®

Lead Advisor

, Lenexa, KS

Jeff Ernest, AIF®

Lead Advisor

, Lenexa, KS

Department: Advisors

Experience: Started Career in 2014 

Education: B.S. in Finance 

Jeff meets with clients to make sure their retirement plan is successful so they can enjoy their non-working years. He feels fortunate that other Modern Wealth team members are more like family and cherishes the relationships he’s built with our clients.

Jeff and his wife, Kelsey, have three Shelties, Moose, Kali, and Rip. They’re both from Nebraska and moved to the Kansas City area in 2014. Jeff’s favorite hobbies include golfing, going to MLB and NFL games, and traveling to beaches and mountains

He’s passionate about supporting a variety of charitable causes, including cancer charities, Alzheimer’s charities, and animal shelters/rescues. Jeff loves to help people in any way he can.

 

 

Drew Jones, CFP®, AIF®

Executive Advisor

, Lenexa, KS

Drew Jones, CFP®, AIF®

Executive Advisor

, Lenexa, KS

Department: Advisors

Experience: Advisor since 2008

Education: B.S. from the University of Missouri

Drew meets with clients on a routine basis, reviewing all aspects of their respective financial plans and how their plan relates to what is important to them. He also coordinates with the subject matter experts at Modern Wealth to advise and sometimes implement certain strategies or recommendations.

Helping clients gain confidence and clarity around their goals and dreams is Drew’s favorite thing about his job.

Outside of work, Drew enjoys spending time with his wife, Amy, and children, Liam and Harper. Some of his favorite hobbies include coaching his son’s baseball team, golfing, cooking, reading, and spending time with friends and family. Drew is also passionate about helping others and proudly supports St. Jude Children’s Research Hospital.

Chris Rett, CFP®, AIF®

Lead Advisor

, Lenexa, KS

Chris Rett, CFP®, AIF®

Lead Advisor

, Lenexa, KS

Department: Advisors

Experience: Started career in 2013 

Education: B.S. Economics 

Chris has already had a passion for figuring out how to provide better value for the client. Seeing that same passion from Modern Wealth’s other advisors and the commitment to providing people financial education has helped Modern Wealth a natural fit for Chris. 

Chris enjoys getting to introduce what Modern Wealth is all about to prospective clients and figuring out how our team can assist people with getting to and through retirement. His favorite thing about Modern Wealth is the people—the clients and Modern Wealth team members. 

 With growing up in a big family, family has always been everything to Chris. He and his wife, Christina, have a dog, Hootie. Chris loves golfing, reading, and following his favorite sports teams, specifically Detroit and Kansas City professional teams and his alma mater, Michigan State. 

 

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