financial planning and investment management

The Kansas City Star

“Money Matters: Spring Cleaning Includes Your Finances Too”
March 18, 2015

“Money Matters: Doing Good for Others Makes You Feel Good” — January 21, 2015

"Business Notes: Overland Park Woman Makes List of Top Financial Advisors" — December 2, 2014

"Money Matters: Don't Let Your Adult Children Waste Their Youth" submitted by Adam Hoopes to — October 8, 2014

"Baby Steps The First Nine Months" submitted by Daniel Pontarelli to — May 7, 2014

"Five Easy Ways to Reduce Your Exposure to Identity Theft" submitted by Ken Eaton to — February 5, 2014

"The Resolutionary War: An Occasional Series. 'Are you Ready? Resolve to Plan for Your Death: Make Out a Will. Sign Health Care Directives. Leave Instructions.'" by Tim Engle — January 20, 2014

"You Can Buy Insurance on Your College-Bound Child" by Steve Rosen — June 28, 2013

"Money Matters: Bonds are Safe, Right?" by Ken Eaton to — April 10, 2013

"Finding the Right Help" by Romona Paden — January 27, 2013

"Consumers May be Gaining the Upper Hand With Cable, Internet Services" by Steve Rosen — January 25, 2013

"Social Media Embrace Us All" by Jeneé Osterheldt — November 9, 2012

"Money Matters: Could Your Children Pass the Marshmallow Test" submitted by Ken Eaton to — August 22, 2012

“Money Matters: Don’t Overlook Travel Insurance When Planning Your Spring Break or Summer Vacation” submitted by Ken Eaton to — February 29, 2012


"Wealth Management Industry Outlook: Wealth Management at a Demographic Crossroads" May 2014

"Wealth Management Industry Outlook: Wealth Managers are Dialed Into New Opportunities" — August 2013

"Wealth Managers Reflect a Surprising Optimism" by Dennis Boone — October 2012

"Change in Investment Fee Reporting Was Overdue" submitted by Ken Eaton — August 2012

“Kicking Assets — Wealth Managers at the Top of Their Game” by Dennis Boone — March 2012

KC Magazine and KCB Magazine

“Kansas City Five Star Wealth Managers” — (ranking)

“2016 KC Magazine Most Wanted Honoree”

Kansas City Business Journal

“Four Local Wealth Advisers Place on Financial Times 300” — June 23, 2015

"Stepp Makes Top 100 Women Financial Advisers List" by James Dornbrook — November 20, 2014

“Top Wealth Managers” - (ranking)

"Feds' Oversight Bill Sparks Big Interest From Advisers" by James Dornbrook — May 11—17, 2012

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Wednesday Sun

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Financial advice that helps you plan for your future.