Meet the team

Financial Advisor in Kansas City

Chief Operations Officer (COO)
Courtney Roberts
Chief Operations Officer (COO)
Courtney Roberts
Fun Fact

In her free-time Courtney is a board member of 4 organizations.

Director of Operations – Trading
Ben Herting
Director of Operations – Trading
Ben Herting
Fun Fact

My happy place is on the golf course and in the sun listening to music.

Chief Operations Officer - Lee's Summit Office
Peggy Kasper
Bookkeeper
Maria Brown
Bookkeeper
Maria Brown
Fun Fact

Maria can say the alphabet forwards AND backward.

Estate Plan Coordinator + Client Specialist
Bill Page
Estate Plan Coordinator + Client Specialist
Bill Page

For the last 14 years, Bill Page has been an employee of Barber Financial Group. A graduate of Iowa Western Community College and UMKC, Bill has worked his entire career in the financial industry and has earned his Life and Insurance Licenses. “I enjoy trying to make a positive difference in our clients’ lives and helping them reach their financial goals by the time they are ready to retire.”

In Bill’s spare time, he enjoys spending time with his wife, Joni

Client Review Administrator
Brittany Emerson
Operations Specialist
Riaan Bam
Director of First Impressions
Paula Jackson
Director of First Impressions
Paula Jackson

Paula Jackson has been with Barber Financial Group since 2007 as the “Director of First Impressions”. She is the friendly person (and voice) that will most likely greet you when you enter or call our Lenexa office. Her duties include a variety of administrative tasks and have a varied professional background. Paula enjoys working at a firm that has the ability to make such an important impact in the lives of others and allows her to build relationships with Barber Financial Group clients. “I just enjoy people!”

When not at work, Paula can be found doing her most favorite job of all, being mom to Simon (27) and Emma (21), going to estate sales, home interior decorating, and spending time around a bonfire with Russ (another favorite person in her life), her family, and friends.

Fun Fact

While traveling from Liberal, KS to Oklahoma City, a truck hauling empty portapotties broke loose, crossed the center line, crashed into my car, and broke my right leg!

Client Specialist
Juls Cook Tramposh
Client Specialist
Juls Cook Tramposh

Since 2009, Juls Cook Tramposh is the friendly voice our clients have heard when scheduling appointments/reviews with their Barber Financial Group Advisor. Focusing on the clients and the relationships she has built for the past 9 years, Juls has also helped bring fun and excitement to our retirees (or soon-to-be-retirees) lives by starting and running the Barber Financial Group Travel Club which has traveled to Greece, Spain, and Australia amongst other various destinations. Additionally, Juls leads the Art and Tasting Club which meets approximately once a month to explore the local cuisine and fine arts events happening in Kansas City

When Juls is not at work, she enjoys spending time with her family, traveling in their Retro 66 Shasta camper, fly fishing, and relaxing with their two French Bulldogs, Ava Harlow, and Olive Monroe.

Fun Fact

I belong to a Scooter club of 15 gals and we scoot all around KC exploring sites, markets, and great restaurants! We can find a parking spot anywhere.

Operations Assistant
Jason Hale
Operations Assistant
Jason Hale

Jason Hale joined the Barber Financial Group team in March 2015 as an Administrative Assistant. Jason has been working in the financial industry for the past 11 years in the banking venue before expanding his career into wealth management firms. A native of Kansas, he attended Emporia State University after high school. He worked at Disney World in Florida, started his career in wealth management in Houston, and eventually found his way back to Kansas City. In his spare time, Jason enjoys remodeling the interior of his house as well as landscaping.

Fun Fact

I like to go kayaking and fishing.

Client Service Specialist
Jan Flattery-Kraft
Client Service Specialist
Betty Steinmeyer
Intern
Michaela Shupe
Chief Marketing Officer
Amy Ricker
Chief Marketing Officer
Amy Ricker
Fun Fact

I haven’t grown in height since the age of 12 and am 5′ tall. And yes, unfortunately, my curls are natural.

Operations and Marketing Assistant
Nanette Marx
Operations and Marketing Assistant
Nanette Marx

Nanette Marx has been with Barber Financial group since 2000, making her one of our longest and most treasured employees. With her 18 years of experience, she is the only employee that has held a position in every department at Barber Financial Group. Her knowledge and experience make a positive impact on our firm every single day. Today, she serves as the Operations and Marketing Assistant where her exceptional organizational skills are really able to shine. You may even get to see her welcoming you to one of our many workshops!

Not only is Nanette OUR office mom, but she is also the proud mother to Dickie, Katie (married 2 years to Mike), Maggie, and Allie, and just recently became a new grandmother to baby Mikey. Married to her husband Richard for 28 years, Nanette loves spending time with her family, taking vacations as often as possible, making t-shirt blankets for her children, and scrapbooking.

Digital Marketing Director
Paul Manger
Digital Marketing Director
Paul Manger
Fun Fact

I’m a self-described tech nerd who also enjoys camping and hiking whenever possible.

Relationship Manager
Eric Hymer
Relationship Manager
Merek Barber

Are you on track?

Talk to a professional!

To schedule a conversation for a no-obligation second opinion or to talk to one of our professionals regarding retirement planning, insurance, estate planning, tax planning, or Social Security click below to start the conversation

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