Wealth Management in Kansas City

Lee’s Summit, MO

Wealth Management in Lee’s Summit

Address

211A NW Executive Way
Lee’s Summit, MO 64063

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Hours

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

Phone

Call us today at (816) 554-3736

Meet Our Team

Josh Diekmann, CFP®

Lead Advisor

Lee’s Summit, MO

Josh Diekmann, CFP®

Lead Advisor

Lee’s Summit, MO

Department: Advisors

Experience: Entered the Finance Industry in 2018

Education: B.S.B.A from the University of Central Missouri

While Josh enjoyed his previous career in marketing and PR with the Kansas City Royals and AMC Theaters, Josh realized he was missing the fulfillment of directly working with people and helping them. That’s what drove him to Modern Wealth. It’s Josh’s goal to enhance and support client relationships through financial planning and develop new relationships with prospective clients.

Josh has seen countless occasions where people are hesitant to even list some of their own goals and dreams because of the financial constraints they think may be in the way. He loves planning for and knocking down those hurdles so clients can enjoy the things in life they’ve spent most of their working life saving up for.

Josh and his wife were born and raised in Kansas City and attended UCM. They have three beautiful daughters who seem to be involved in everything from soccer and softball to horseback riding and jiu-jitsu.

Robin Dredge

Client Service Specialist

Lee’s Summit, MO

Jan Flattery-Kraft

Client Service Specialist

Lee’s Summit, MO

Jan Flattery-Kraft

Client Service Specialist

Lee’s Summit, MO

Department: Client Service

Jan’s focus is on the clients and the decades-long relationships she has built. She handles a variety of administrative tasks. One of her favorite tasks is being the friendly person that clients hear on the phone when scheduling appointments and reviews with advisors in our Lee’s Summit office. She greets all our clients and prospective clients when they come into our Lee’s Summit office, offering them beverages and anything else to ensure that they’re having a great experience when they come into the office.

One of the biggest perks of Jan’s job is getting to work alongside her daughter, Peggy  Kasper, and son-in-law, Bud Kasper. The most important thing in Jan’s life are her children, grandchildren, and great grandchildren. She is also blessed to have her husband, Dennis, and several great friends. Family get togethers are her favorite, whether it’s to celebrate birthdays, the holidays, or simply enjoy the day. Jan is a big Kansas City Chiefs and Royals fan. She also enjoys the quiet lifestyle and kicking back and watching movies and shows. She doesn’t enjoy cooking, but loves going out to eat.

Matt Kasper, CFP®, AIF®

Executive Advisor

Lee’s Summit, MO

Matt Kasper, CFP®, AIF®

Executive Advisor

Lee’s Summit, MO

Department: Advisors

Experience: Started career in 2005

Education: B.S. Marketing from Missouri State University

Matt helps with designing personalized financial plans that focus on taxation, investments, legacy and estate planning, and risk management. He also serves on the investment committee, content team, and operations trading team.

Working alongside family is one of the biggest perks of Matt’s job. He’s blessed to have followed in the footsteps of his father, Bud Kasper, in the financial services industry. Matt also serves as a partner of LSA Portfolio Analytics with his two older brothers. He finds it very rewarding that Modern Wealth serves its clients with a team of experts. Matt believes that it is necessary to have a financial planning team that can build people a successful retirement.

Matt is married to his wonderful wife, Currie, and has two stepchildren, Rylie and Parker, and three Golden Retrievers, Bennett, Stella, and Cooper. Faith and family are the two most important things in Matt’s life, but he also thoroughly enjoys distance running, hiking, soccer, snowboarding, and traveling with his family and friends.

 

 

Peggy Kasper

Chief Operations Officer - Lee's Summit Office

Lee’s Summit, MO

Bud Kasper, CFP®, AIF®

Managing Director

Lee’s Summit, MO

Bud Kasper, CFP®, AIF®

Managing Director

Lee’s Summit, MO

Department: Advisors

Bud Kasper is a managing director at Modern Wealth Management. After serving as the president of Barber Financial Group’s Lee’s Summit, Missouri office, Kasper was excited to join forces with Modern Wealth co-founders Jason Gordo, Mike Capelle, and Gary Roth in effort to provide a full scope of wealth management services to people nationwide.

Kasper’s career in the financial services industry has spanned four decades (fellow Modern Wealth managing director Dean Barber sometimes calls Kasper the original CFP® Professional). He spent 14 of those 40 years at Kasper Steck Wealth Management until it merged with Barber Financial Group in 2009. Bud’s career began with Paine Webber in 1983.

Bud feels blessed to continue working alongside his wife, Peggy, and son, Matt, with Modern Wealth. Peggy serves as the Chief Operations Officer – Lee’s Summit Office, while Matt is an executive advisor. Bud’s sons, Brad and Ryan, followed in his footsteps to the financial services industry, as they respectively serve as the president, CFO and partner of LSA Portfolio Analytics.

During Bud’s tenure with Barber Financial Group, he joined Barber in building a team of CFP® Professionals, CPAs, estate planning specialists, insurance experts, and other professionals that was offering asset management, estate planning, retirement planning, and insurance at an exemplary level. He and Barber are joined by former Osiwala Financial Group President and CEO Ken Osiwala as managing directors at Modern Wealth.

At Barber Financial Group, he and Barber implemented the Guided Retirement System, which is a comprehensive financial planning process that begins roughly a decade prior to the client’s desired retirement date and goes through the entirety of their retirement. Gordo, Roth, and Capelle liked what they saw in the Guided Retirement System and Barber Financial Group’s core services. It was an easy decision for them to reach out to Barber and present the opportunity to carry out many of their ideals on the national level at Modern Wealth.

Betty Steinmeyer

Client Service Specialist

Lee’s Summit, MO

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