Director, Client Services
Schedule a Complimentary Consultation or 20-Minute Ask Anything Session
Select the office you would like to meet with. We can meet in-person, by virtual meeting, or by phone. Next you’ll give us some details about yourself, select a 20-minute ask anything session or a detailed hour-long complimentary consultation, and schedule your meeting with one of our CERTIFIED FINANCIAL PLANNER™ professionals. No cost, no obligation. Start by selecting a location below.
Lenexa Office Lee’s Summit Office North KC Office Detroit Metro
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