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Overland Park Office

Meet The TeamPeople You'll Get To Know.

Get to know the dedicated wealth advisors, operational strategists, and support specialists across our five regional offices who are ready to design a custom financial plan alongside you.

Address

7171 W 95th St.
Ste 200
Overland Park, KS 66212

Phone

913-696-2406

Overland Park

Kenneth Walton

Kenneth Walton

Managing Partner

Joseph Umscheid, CFP®, ChFC®

Joseph Umscheid, CFP®, ChFC®

Senior Partner and Financial Planner

Mark Jacobs

Mark Jacobs

Financial Professional

Sarah Elyachar, ChFC®

Sarah Elyachar, ChFC®

Financial Professional

 Kyle Gabrielson, CFP®

Kyle Gabrielson, CFP®

Financial Planner