Kim Leiker Client Service Assistant Kim grew up in Lenexa, Kansas and now resides in Gardner, Kansas with her husband Randy and their dog Marley. They have been married for 39 years and have three children and eight grandchildren ranging…
Josh Morales Financial Advisor Josh grew up in a working class family in Kansas City, working through high school and college to help pay for his Jesuit education at Rockhurst. After graduating, he spent 12 years in the non-profit sector…
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 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 Director of Client Relations 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…
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