10851 Mastin Boulevard
The Wealth Management Group of Kansas City has been serving successful individuals and families since 1982. We have grown organically over time, primarily through client introductions, to manage more than $100 million assets for more than 225 client households.
What we are most proud of is that our clients stay. They stay because we strive to stay in tune with their life goals and tie those goals to their overall financial well-being.
Founder, Wealth Management Group of KC, Inc., 1982, Charter and Certified Member of Kingdom Advisors, Board Advisory of Crossfirst Bank, Board Chair of The Signatry
Chartered Financial Consultant, 1988 Registered Financial Consultant, 2001 Member, International Association of Registered Financial Consultants Member, Midwest Financial Advisor Community Board of Directors, Past Member, Fort Hays...
Member, The Intentional Journey, 2014 Member, Wealth Management Group of KC, Inc., 2012 Member of Board of Trustees, FCMM Retirement Plan (EFCA) 2012 Founder, Empower Financial, Inc., 2011 Chartered Retirement Planning Counselor℠...
Monica was born in Russell, KS and moved around till her family settled in Hiawatha, KS. While in high school, Monica was not only active in sports, but was also one of twenty-five chosen for a Peer Leadership Program. Monica first...
Kim grew up in Overland Park, KS and has lived here her whole life. She attended Johnson County Community College and earned her Associates degree in Liberal Arts. She is married has three grown children. She joined our firm, Wealth...