Employees

 

Partners

 

Dean Barber
CEO – RFC, AIF® – Lenexa Office

Bud 2

Bud Kasper
President – CFP®, AIF® – Lee’s Summit

Bruce Godke
Partner – MBA, RFC, CLU, AIF®

 

Eric Sheerin
Partner – RFC, AIF®

Shane Barber
Partner – RFC, AIF®

JoAnn Huber
Partner – CFP®, CPA/PFS – Tax Specialist

 

 

 

 

Leadership

 

Tom Clough
President – Lenexa

Amy Ricker
Chief Marketing Officer

Courtney Roberts
Chief Operations Officer

 

Peggy

Peggy Kasper
Chief Operations Officer – Lee’s Summit

 

 

 

Advisors

 

Jason Newcomer
Advisor – CFP®, AIF® – Lenexa + North KC

Drew Jones
Advisor – AIF® – Lenexa

Will Doty
Advisor – AIF® – Lenexa

 

 

Matt 2

Matt Kasper
Advisor – CFP®, AIF® – Lee’s Summit

Wayne Robinson
Advisor – CRPC® – Lenexa

Craig Snedden
Advisor – Lenexa

 

Michael Sheerin
Advisor – AIF® – Lenexa

Logan DeGraeve
Advisor – AIF® – Lenexa

Jeff Ernest
Advisor – Lenexa

 

 

Specialists

 

Nicole Dobson, CPA
Tax Advisor

Garrett Griffin
Estate Planning Attorney

Jason Salinardi
Estate Planning Attorney

 

 

Advisor Support

 

Bill Page
Estate Plan Coordinator + Client Specialist

 

 

 

Operations

 

Ben Herting
Director of Operations – Trading

Maria Brown
Bookkeeper

Josh Frierdich
Operations Analyst

 

Paula Jackson
Director of First Impressions

Juls Cook Tramposh
Client Specialist

Jason Hale
Operations Assistant

 

Jan Flattery-Kraft
Client Service Specialist

Betty Steinmeyer
Client Service Specialist

 

 

Marketing

 

Jenna Casey
Marketing Manager

Paul Manger
Digital Marketing Director

Nanette Marx
Marketing Assistant

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