The Team

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

Eldon Anderson

Eldon Anderson

Private Wealth Advisor

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Designations

CFP®

Top Areas of Focus

  • Estate Planning Strategies
  • Retirement Planning Strategies
  • Wealth Preservation Strategies

Education

Graceland University, B. A., Lamoni, IA, Biology, 1970, University of Nevada-Reno, M.A., Reno, NV, Counseling, 1977, Northern Illinois University, Ed. Spec., DeKalb, IL, Administration 1981

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David Gilmore

David Gilmore

Financial Advisor

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Designations

CFP®

Top Areas of Focus

  • Investments
  • Retirement Planning Strategies
  • Cash Flow Management Strategies

Education

BS Degree in Civil Engineering, University of Florida, 2003

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David Whalen

David Whalen

Financial Advisor

Jason Anderson

Jason Anderson

Financial Advisor

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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

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Our Staff

Susan Lange

Susan Lange

Office Manager

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Qualifications

  • Director of First Impressions since 2007
Benjamin Nelson

Benjamin Nelson

Financial Planning Assistant

Marketta Whitley

Marketta Whitley

Administrative Assistant