The Team

Do you ever wonder how you will generate income in retirement? Our practice is dedicated to helping clients formulate a strategy for retirement income that considers all their assets, savings, investments, Social Security and other potential income sources to help them be well prepared. Using our exclusive Confident Retirement® approach, our goal is to help clients build and protect their income during their working years and develop a distribution plan for retirement. Together we build confidence — for today and for tomorrow — so they can live the retirement they’ve earned and deserve.

Our Advisors

Teresa Kempf

Teresa Kempf

Financial Advisor

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Designations

CFP®

Top Areas of Focus

  • Retirement Income Strategies
  • Investments
  • Wealth Preservation Strategies

Education

Bachelor of Science, University of Kansas, 1991
CA Insurance #0J23400 AR License #6119017

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Wayne Whitney

Wayne Whitney

Financial Advisor

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Top Areas of Focus

  • Intergenerational Planning
  • Retirement Planning Strategies
  • Estate Planning Strategies

Education

Bachelor of Arts, University of Kansas, 1968

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K Meisel

K Meisel

Financial Advisor

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Designations

CRPC®

Top Areas of Focus

  • Investments
  • Retirement Planning Strategies
  • Small Business

Education

Bachelor of Science in Business - Accounting, University of Kansas School of Business, 2010

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Our Staff

Sandie Simms

Sandie Simms

Office Manager

Colleen Kamerzell

Colleen Kamerzell

Financial Planning Assistant

James D. Azeltine

James D. Azeltine

Financial Planning Assistant