Kalos Financial

Whether you’re saving to buy or remodel a home, invest in a second home, planning future travel, or simply meeting today’s needs while feeling more confident that you’ll be able to live the retirement you’ve worked hard for, having a sound strategy is key. Through personalized financial advice, investments and solution recommendations, as well as ongoing meetings and digital tools to track your progress, we can help you achieve your financial goals and adjust to whatever life brings.



Advisors

Kevin Barnes

Kevin Barnes

Financial Advisor

Associate Franchise Consultant
Visit Kevin Barnes's website
David Welton

David Welton

Financial Advisor

Associate Franchise Consultant
Visit David Welton's website
Daniel Lancaster

Daniel Lancaster

Associate Financial Advisor

Associate Franchise Consultant
Visit Daniel Lancaster's website

Team

Sue Osmon

Sue Osmon

Operations Director

Roles & Responsibilities

  • Client Services
  • Front End Operations
  • Notary Public
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Kristin Kleppe

Kristin Kleppe

Administrative Assistant

Qualifications

  • BA in Education, University of Northern Iowa.

Roles & Responsibilities

  • Administrative Assistant to Kevin Barnes, Rod Bastian, David Welton, Daniel Lancaster and Seth Bubbus.
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Matthew Adam Ricks

Matthew Adam Ricks

Assistant

Qualifications

  • BA in religion- Oklahoma Baptist University/MA in Christian Studies Southeastern Theological Seminary

Roles & Responsibilities

  • Paperwork assistant to Kevin Barnes, Rod Bastian, David Welton, Daniel Lancaster and Seth Bubbus.
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