The Team

Our Advisors

Jason Anderson

Jason Anderson

Financial Advisor

More about me...

Designations

CFP®

Top Areas of Focus

  • Retirement Planning Strategies
  • Sustainable and Responsible Investing
  • Insurance

Education

BA in Accounting and Business Administration from Graceland University 1991-1995, Graduated from Blue Springs High School 1991

VISIT MY WEBSITE

David Gilmore

David Gilmore

Financial Advisor

More about me...

Designations

CFP®

Top Areas of Focus

  • Investments
  • Retirement Planning Strategies
  • Cash Flow Management Strategies

Education

BS Degree in Civil Engineering, University of Florida, 2003

VISIT MY WEBSITE

David Whalen

David Whalen

Financial Advisor

Our Staff

Susan Lange

Susan Lange

Office Manager

Marketta Whitley

Marketta Whitley

Administrative Assistant

Ben Nelson

Ben Nelson

Financial Planning Assistant