Client Service Specialist
Jan Flattery-Kraft

Jan’s focus is on the clients and the decades-long relationships she has built. She handles a variety of administrative tasks. One of her favorite tasks is being the friendly person that clients hear on the phone when scheduling appointments and reviews with advisors in our Lee’s Summit office. She greets all our clients and prospective clients when they come into our Lee’s Summit office, offering them beverages and anything else to ensure that they’re having a great experience when they come into the office.

One of the biggest perks of Jan’s job is getting to work alongside her daughter, Peggy  Kasper, and son-in-law, Bud Kasper. The most important thing in Jan’s life are her children, grandchildren, and great grandchildren. She is also blessed to have her husband, Dennis, and several great friends. Family get togethers are her favorite, whether it’s to celebrate birthdays, the holidays, or simply enjoy the day. Jan is a big Kansas City Chiefs and Royals fan. She also enjoys the quiet lifestyle and kicking back and watching movies and shows. She doesn’t enjoy cooking, but loves going out to eat.

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