For over 30 years, Dean Barber, Founder, and CEO of Barber Financial Group have built one of Kansas City’s premier wealth management firms that specializes in assisting retirees and pre-retirees in building and preserving their wealth through the concepts of investments, tax reduction strategies, and estate planning. Dean, a Registered Financial Consultant (RFC) and Accredited Investment Fiduciary (AIF®), is the author of “Retire a Winner” & “Social Security Essentials”.
Dean has been a regular contributor for many national and local media outlets, including the Wall Street Journal, Fox Business News, CNBC, U.S. News & World Report, Forbes, Small Business CEO Magazine, New York Times.com, BusinessWeek, Kansas City Business Journal, KMBC-9TV, and KSHB-41TV. Dean is also the host of the nationally syndicated “America’s Wealth Management Show” radio program where he became well-known as the local authority on Social Security.
Bud Kasper has been a fixture in the financial world of the Kansas City area for over 30 years, offering targeted investment and planning solutions based on his clients specific and personal objectives. His goal is to create trust with each client by educating them about financial solutions based on his experience and in-depth knowledge of current economic conditions.
Bud is a CERTIFIED FINANCIAL PLANNER™ (CFP®) and Accredited Investment Fiduciary (AIF®) and has passed his insurance and Series 7 and 63 securities exams. Bud is dedicated to creating effective solutions in the areas of asset management, estate planning, retirement planning, and insurance. Bud is also the co-host of the nationally syndicated show “America’s Wealth Management Show”.
For over a decade, Shane has dedicated himself to helping his clients achieve financial independence, allowing them to retire with Clarity and Confidence. As a father and a grandfather, Shane understands that there are far more important things in his client’s lives than money, and he works diligently to ensure that they can focus on those things. Having spent nearly 20 years behind the scenes in the manufacturing industry, he gained a deep and unbiased knowledge of how the real economy works. Because of that experience, he believes that understanding the complex relationship between the economy and the financial markets is paramount in managing risk, providing sound advice and implementing wise solutions. His approach, of building a well-crafted wealth management plan that integrates the four pillars of Asset Management, Tax Planning, Risk Management, and Estate Planning puts the focus where it should be, on the client’s best interests. For Shane, the saying “you only get one life, so you should live it the best way you can” is the driving force behind his work for his clients…helping them to live their lives, the best way they can.
Shane holds the Accredited Investment Fiduciary (AIF®) and Registered Financial Consultant (RFC) designations and has passed his series 7 and 66 exams.
Bruce Godke has been offering financial guidance and solutions to Kansas Citians for nearly his entire career, using an objective, process-driven approach that considers quantitative data as well as individual values, dreams, and desires.
Bruce, along with his team of subject matter professionals works closely with clients to customize, implement and manage comprehensive retirement plans that include investment, tax, insurance, and estate planning strategies. Bruce, a Registered Financial Consultant (RFC), Chartered Life Underwriter (CLU), and Accredited Investment Fiduciary (AIF®) specializes in creating effective solutions for individuals, business owners, and professionals. His comprehensive, service-oriented approach to assisting clients is designed to help people transform their visions of retirement into reality.
Eric Sheerin began his career in financial services in 2003 with a goal of assisting his Kansas City customers in turning their retirement dreams into reality. His client-centered focus is important in developing solutions for their income and retirement planning needs. His objective guidance results in effective strategies using equity and fixed income investments, mutual funds, qualified retirement plans, and insurance.
A graduate of Kansas State University in Marketing, Eric is a Registered Financial Consultant (RFC) and Accredited Investment Fiduciary (AIF®) and has passed his series 6, 7, 63, and 66 securities exams.
I bleed K-State Purple.
JoAnn Huber has spent her career developing straightforward tax strategies for a variety of clients with unique situations. After graduating from Utah State University as College of Business Valedictorian with a Bachelor of Science in Accounting, JoAnn furthered her education by obtaining a Master of Accounting with an emphasis in Taxation. Immediately following her education, she passed the CPA examination on the first sitting, receiving the highest score in the State of Idaho.
JoAnn spent three years at Arthur Andersen, specializing in Family Wealth Planning and State & Local Taxes, then took her knowledge to a local firm in Utah, where she continued guiding both individual and corporate clients through complex tax situations.
She joined BFG Tax Service in 2010 and brought with her a holistic approach to taxation that goes beyond preparing and filing tax returns. She carefully examines each client’s situation to uncover opportunities which may improve their financial position. JoAnn holds her CPA in both Kansas and Utah, is a member of the American Institute of CPAs, and has ghost written for national publications. In addition, she completed all requirements to become a CERTIFIED FINANCIAL PLANNER™ (CFP®) professional.
Drew Jones began his career at Barber Financial Group in 2008 as a Call Center Specialist. After hearing numerous stories from people who had fallen victim to a “Financial Salesperson” rather than a true Wealth Manager, Drew became a Financial Advisor in October of 2012. A graduate of the University of Missouri-Columbia, Drew specializes in working with those 55 years or older, offering holistic financial planning for those preparing for retirement by building solid written plans that complement his knowledge of financial and insurance products, as well as tax reduction strategies and proper estate planning.
“I really enjoy seeing the reaction from my clients when they understand their complete financial picture and realize that they have a plan in place to help ensure they won’t run out of money in retirement.” Drew is an Accredited Investment Fiduciary (AIF®) and has passed his series 7, 63 and 66 securities exams and holds licenses for Life, Health and Accident insurance products.
My great great grandfather, Alexander Rector, discovered coal in Macon County Missouri (my hometown County) in 1860 while digging a well.
William R. Doty serves as an advisor at Barber Financial Group helping clients make smarter decisions and avoiding costly mistakes in planning for their retirement. Will joined Barber Financial Group in 2007 after working as a Loan Officer. Now serving clients as an advisor, Will strives to view each situation from his client’s unique perspective to consistently provide wise counsel and excellent service.
With a Bachelor of Science degree in Business Management, Will has a special appreciation for the educational basis of Barber Financial Group’s investment approach. Will is an Accredited Investment Fiduciary (AIF®) and has passed his Series 7, 63, and 65 exams. This has positioned him to act solely in the best interest of his clients in order to help deliver a sense of confidence and peace of mind. Will lives in Shawnee, KS and enjoys fishing, camping, sports, aviation (he holds his pilot’s license) and spending time with his family and friends.
I have 100+ hours as a pilot in a Cessna 172R
Jason Newcomer began as a Para-planner at Barber Financial Group in 2010, at the Lenexa, Kansas location. In 2010 he graduated from Missouri State University with a Bachelor of Science in Finance. He was promoted to Advisor in 2012. Jason works to build his clients’ confidence and to help them to understand they can have the retirement they have always envisioned. His mission is to help as many people as he can to realize their financial goals. Jason is an Accredited Investment Fiduciary (AIF®), a CERTIFIED FINANCIAL PLANNER™ (CFP®) and has passed his Series 7, 63, and 66 securities exams. When he’s not at the office, he can be found hunting, fishing, or brewing beer with his wife at their home near Parkville.
Jason enjoys brewing beer in his free time.
Wayne was born in Johannesburg, South Africa. After serving in the South African military, Wayne received his Bachelor’s degree in Hotel and Restaurant management from Witwatersrand University in 1995.
Wayne immigrated to the US in 1996 and pursued a career in the food and beverage industry, ultimately working his way into upper management at the Shady Canyon Country Club in Orange County, California.
In 2005, motivated by family needs and his passion for helping people, Wayne changed his career path and pursued a profession in financial services and moved to the Midwest. After working for some of the most elite financial service companies in the role of sales and training, Wayne joined Barber Financial Group in 2014. Wayne has passed his Series 6, 7, 63, 66, and insurance exams and has his CRPC® (Chartered Retirement Planning Counselor) and Accredited Investment Fiduciary (AIF®) designations.
Wayne Robinson is an avid outdoorsman who loves nature, mountain biking, trail running, hiking, camping, bird watching, food, and wine. He is married with 2 children and also holds a certification as a Sommelier.
I am a bird nerd and have bird wars with my neighbor to see who can attract more birds. I think I am always in the lead, he thinks he is always in the lead, either way, the birds win.
Logan DeGraeve is a member of our team of wealth managers and has passed his Series 7 and 66 exams. He received his undergraduate accounting degree in 3.5 years from Baker University with a minor in Economics while playing football. Logan began his career at Barber Financial Group as a college intern before joining the firm full-time after graduation.
Logan fully embraces the holistic financial planning process and seeks to provide solid, professional advice on ways to work toward a client’s financial goals. He is an Accredited Investment Fiduciary (AIF®). He takes an active role in educating clients about matters concerning investments, tax reduction strategies, risk management, and estate planning. His goal is to deliver professional wealth management through sound advice, helping create value, focus, and understanding. Once a plan is implemented, a timely review and update are consistent with his investment process.
I enjoy watching the Chiefs & Royals.
Matt Kasper began his career in the financial industry in 2005 as a Trader and computer operator for Financial Securities. In 2007, Matt became a Para-planner for Kasper Steck Wealth Management until joining Barber Financial Group as a Financial Advisor in 2012. A graduate of Missouri State College, he currently has passed his Series 7 and 66 exams. As one of the founding pioneers of LSA Portfolio Analytics and a current member of the investment committee, Matt understands how important his clients’ goals are and creates solutions to help them save and manage their wealth.
“What we do is intense. It’s about doing what’s right and having a plan in place for folks so they can work towards a retirement they have always wanted.” In his spare time, Matt coaches for the KC Legends Soccer Club and has completed 14 marathons and hopes to complete the 5 major marathons in the world (Chicago, New York, Boston, London, Berlin and possibly Tokyo).
Craig Snedden began his career at Barber Financial Group in 2016 as a Paraplanner after previously working in the financial services industry for over 15 years helping clients get the most from their investment savings by focusing on tax strategies, investment management, and strategic financial planning. Craig’s decision to work for Barber Financial Group came after working for several companies locally but sought to work for a company with extensive investment knowledge, well known throughout the community, and that had the same “Client First” mentality that was #1 on his priority list. “It’s nice to see how other firms conduct business and know that we do things the rights way. A lot of advisors can guide you on how to help grow your money, not many can educate you on how to withdrawal your money the most tax efficient way.”
Craig is currently a Registered Representative and Investment Advisor Representative and has passed his series 7, 63, 66 exams and is licensed for Life and Health insurance products. In Craig’s spare time, he enjoys spending time with his wife Jennie and 3 kids, along with coaching his son’s baseball team.
I enjoy relaxing in the bleachers watching my son play Baseball!
Jeff Ernest began as an Advisor at Barber Financial Group in 2014 and has passed his Series 7 and 66 exams. A graduate from the University of Nebraska with a Bachelor of Science in Finance, he assists clients with account requests and questions while also helping advisors prepare for client meetings. “If I can make even just one person’s day better, it’s a great feeling.” In his spare time, Jeff enjoys “all things Royals” as well as Nebraska and Michigan athletics. Along with his wife Kelsey and their two Shelties, Moose and Kali, Jeff likes to hit the road to the Colorado mountains and spending time with family and friends.
I am a Nebraska native who started driving at 13 and started going gray at 16.
Bringing nearly two decades of experience, Jason focuses his practice in the areas of estate planning, estate and trust administration, special needs planning, and tax planning.
Jason has created a process that not only helps families plan for their financial capital (what they own), but also for their human capital (who they are) and intellectual capital (what they know). Jason’s journey to build this unique approach began on September 11, 2001, when his oldest brother was killed in the terrorist attacks in New York City. Jason serves his clients by first learning their goals and concerns, and works to help his clients develop plans that reflect their unique situations, and provide counsel based on years of experience and research.
Jason helps families plan for the future of their dependents with special needs. Jason educates and helps families understand the complexity of government benefit eligibility, and the phases of planning for children with special needs.
Jason’s extensive tax education and experience allows him to help clients identify and develop solutions to income, estate, and gift tax concerns.
Jason earned his B.S. and Master’s in Accountancy from the University of Missouri- Columbia, Juris Doctor from the University of Missouri- Columbia, and his Master of Law in Taxation from the University of Missouri- Kansas City.
Jason is admitted to practice in the states of Missouri, Kansas, and Illinois.
Jason loves to spend time with his wife Molly and their two beautiful daughters, Anna and Maria. When not with his family, Jason is an avid golfer and can usually be found on a golf course or practice range.
Garrett Griffin is a third generation attorney, originally from Cameron, Missouri. After graduating from Cameron High School, he received his B.S. in Business Administration from William Jewell College in 1998. Garrett is a graduate of the University of Missouri – Kansas City School of Law (J.D. 2001 and LL.M. Taxation 2005) and was admitted to the Missouri Bar in 2001.
Garrett joined Barber Financial Group Legal Services in 2015 with more than 14 years of experience. A great deal of his work involves counseling those clients on transition & succession planning, estate freezing techniques, and gifting strategies. In addition to his representation of closely-held and family-owned businesses, Garrett assists clients with diverse needs in preparing all levels of estate planning.
Thomas D. Clough joined Barber Financial Group in 2015 as the President, where he oversees the entire business operation including Marketing, Operations, Compliance, Human Resources, and Finance. Prior to joining BFG, Tom was District Director for the Kansas City District Office of FINRA/NASD and also served in the capacity of President and COO of Pension Resource Institute. Tom is a graduate of the University of Missouri, Trulaske College of Business as well as the Securities Industry Institute at the Wharton Business School at the University of Pennsylvania. In addition, Tom currently serves as the President of the Jake Clough Headstrong Foundation (their son Jake Clough passed away in 2005) and has been a past board member of the Finance Dept. Advisory Board at the University of Missouri and a member of the Chairman’s Club at the University of Kansas Hospital.
When not at work, Tom enjoys spending time with his wife, Otis and their children, Liza, Wen and Merrie at their sporting events along with Mizzou sports, along with traveling to the beach during the summer months.
Tom’s favorite singers are Frank Sinatra and Dean Martin and his favorite drink is a Dirty Martini.
In her free-time Courtney is a board member of 4 organizations.
My happy place is on the golf course and in the sun listening to music.
Maria can say the alphabet forwards AND backward.
Nicole Dobson joined Barber Financial Group in 2018 as a Tax Advisor/CPA, where she prepares tax returns and helps clients with tax planning. She has worked with reputable accounting firms in her professional path after graduating from UMKC with a Bachelor of Science in Accounting. Nicole is also a member of the American Institute of Certified Public Accountants.
Nicole has spent her tax career working with a diverse group of clients including small businesses and their owners as well as high net worth individuals. “I am excited to contribute to the tax planning of Barber Financial Group clients to help them succeed in retirement.”
When not at work, Nicole enjoys spending time with her husband, Bret and their children, Eli, and Maisie at their sporting events and other various family activities.
To celebrate my 16th birthday, my parents paid for me to go skydiving.
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
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 going to estate sales and spending time with her family and friends.
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!
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.
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.
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.
I like to go kayaking and fishing.
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.
Paul enjoys camping and hiking whenever possible.
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