Contact
If you’re ready to invest, we’re ready to listen. Give us a call for an introductory meeting or to schedule your Second Opinion Consultation.
7101 College Boulevard,
Suite 1501
Overland Park, KS 66210
Phone: 913.402.2020
Fax: 913.402.2021
Contact Form
Customer Service
Contact List for Specific Needs
Updates
Such as Address, Phone Number (Home/Cell/Work) Email, Births/Deaths, Employment ChangesLorinda Gregg 913-402-2020 x207
Kelly Stephenson 913-402-2020 x209
Set An Appointment
Lorinda Gregg 913-402-2020 x207
Kelly Stephenson 913-402-2020 x209
Greg Keal, CLU®, RFC© 913-402-2020 x208
Request A Check/Need Additional Funds*
*Please call directly; do not leave market sensitive messages on email or voicemail as they can not be honored in this manner.Kelly Stephenson 913-402-2020 x209
Larry Broxterman 913-402-2020 x201
Greg Keal, CLU®, RFC© 913-402-2020 x208
Pete Martinez, MBA 913-402-2020 x210
Request A Statement
Kelly Stephenson 913-402-2020 x209
Larry Broxterman 913-402-2020 x201
Account Questions
Kelly Stephenson 913-402-2020 x209
Pete Martinez, MBA 913-402-2020 x210
Trading Questions
Larry Broxterman 913-402-2020 x201
On-Line Access to Accounts
Kelly Stephenson 913-402-2020 x209
Projections, Planning & Insurance Questions
Greg Keal, CLU®, RFC© 913-402-2020 x208
Pete Martinez, MBA 913-402-2020 x210
Community Relations & Marketing
Lorinda Gregg 913-402-2020 x207