The Team

Kalos Financial
Whether it’s saving to buy a home, traveling or simply feeling confident that you’ll be able to live the retirement you’ve worked hard for, having a sound investment strategy is key to achieving your financial goals. Using our exclusive Confident Retirement® approach, we work one-on-one with our clients to understand what’s most important to them. With an understanding of their risk tolerance and personal preferences, we can offer personalized advice that helps them balance important retirement income needs against the needs of today.

Our Advisors

Kevin Barnes

Kevin Barnes

Financial Advisor

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Designations

CFP®

Top Areas of Focus

  • Retirement Planning Strategies
  • Investments
  • Estate Planning Strategies

Education

B.A. Broadcast Journalism Iowa State 1984
AR License #742583

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David Welton

David Welton

Financial Advisor

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Top Areas of Focus

  • Family Finances
  • Investments
  • Retirement Income Strategies

Education

B.A. Business/Finance from Texas Tech University 1999
AR License #16366796

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Daniel Lancaster

Daniel Lancaster

Associate Financial Advisor

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Top Areas of Focus

  • Investments
  • Insurance
  • Retirement Planning Strategies

Education

Bachelor of Science in Economics/Finance at Southwest Baptist University (2011)
AR License #16994188

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Our Staff

Sue Osmon

Sue Osmon

Operations Director

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Roles & Responsibilities

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

Kristin Kleppe

Administrative Assistant

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Qualifications

  • BA in Education, University of Northern Iowa.

Roles & Responsibilities

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

Matthew Adam Ricks

Assistant

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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.