Affiliate Office
Liberty, Missouri

Special Needs Planning Center
1251 NW Briarcliff Parkway, Ste. 110
Kansas City, MO 64116

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Heath Burch
Registered Representative

Licenses and Appointments:

Series 7 General Securities Representative
Series 63 Uniform State Law
Series 65 Registered Investment Advisor
L&H  Life and Health Insurance Licensed

Heath is a certified financial planner and the co-founder of The Special Needs Planning Center in Liberty, MO. His formal education includes degrees in both Finance and International Business. Heath began his advisory and planning services in 1999 focusing on assisting families plan for successful financial futures. In 2003, he found his calling in working with families with special needs.

Heath serves and lends his leadership to numerous organizations in the Kansas City area and around the Mid-West serving the special needs community. He currently sits on the Board of Directors of The Mid-America Games for the Disabled, Inc. as well as the Northland Early Education Center (NEEC), an organization with an estimated 50% special needs student base.

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Scott Adams
Registered Representative

Licenses and Appointments:

Series 66 NASAA Uniform Combined State Law Examination
Series 7 General Securities Representative
L&H  Life and Health Insurance Licensed

Scott is a certified financial planner and the co-founder of The Special Needs Planning Center in Liberty, MO. Scott is also the parent of five small children, three of whom have special needs. He and his wife Lisa adopted their three oldest children before being blessed with two children of their own. Shortly after their adoption they came to realize that they had adopted not one special needs child as they had intended, but three. As such, they are called to recognize the excellence required in parenting such a special clan.

Scott has been a financial planner and advisor since 1992. During this period he earned a designation as a Chartered Financial Consultant working with families to assist them with their financial and estate planning needs. As Scott began to plan for his growing family he quickly became aware of the paucity of information that he would need for the long term planning and protection of his and Lisa's growing family. It was during this search that he began to realize the level of highly specialized knowledge that is required to effectively work with families who have special needs children or dependents with special needs. From this search for knowledge Scott, with his business partner Heath Burch, launched The Special Needs Planning Center.

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