Team profile

Personalized advice to help you achieve your goals

 Your financial goals are individual, and we can help you achieve them. Together, we’ll document your goals, track your progress and adjust to whatever life brings — both the expected and the unexpected. With regular reviews of your goals, anytime access to your investments, and digital tools to help you stay on track, we can help you feel confident, connected and always in control of your financial life. Sign up for a complimentary initial consultation.

Areas of focus

  • Retirement Income Strategies
  • Tax Planning Strategies
  • Estate Planning Strategies
  • Wealth Preservation Strategies
  • Investments
  • Charitable Giving
  • Small Business

Community participation

    Vestana Ahlen
  • Cottonwood Foundation Board Director, Past President
  • Eudora Chamber of Commerce Member 2000 to present
  • Lawrence KS Chamber of Commerce Member 2000 to present