Shannen Merrick

Shannen Merrick

Shannen Merrick Client Service Associate and Digital Marketing Representative Shannen Merrick grew up in mid-Missouri and earned her degree from The University of Missouri at Kansas City. She is one of the best to look for Financial Advisors Kansas City.…

Suzanne McDonald

Suzanne McDonald

Suzanne McDonald Chief Operating Officer Suzanne grew up in Lenexa, KS and earned her degree from Kansas State University. She currently lives in Olathe, KS with her husband and three children. Spending Time With Family As a family, they love…

Stephanie Rummerfield

Stephanie Rummerfield

Stephanie Rummerfield Client Service Assistant Stephanie grew up in the northeast area of Kansas City. She lives in Overland Park with her husband Dennis and their dog Gus. They have four children: Kenny, who is 30 years old and has…

Ryan P. Costello

Ryan P. Costello

Ryan P. Costello – Certified Financial Planner President Ryan was born and raised in Olathe, KS and currently resides in Leawood, KS. He played college football while earning his degree from Baker University. His drive and competitiveness stems from his…

Roy Fortner

Roy Fortner

Roy Fortner Chief Investment Officer Emeritus Roy Fortner earned the Certified Financial Planner (CFP®) designation in 1984. He received a B.S. in Business Administration with an emphasis in finance from the University of Missouri, Columbia and an MBA from the…