Overland Park, Kansas

Rodney Adams is a Financial Advisor with Lawing Financial, Inc., a registered investment advisory firm. Rodney specializes in wealth management, qualified retirement plan design and implementation, and risk management strategies. Unlike most firms, which typically assign one advisor per client, Rodney’s service is based on a team of highly qualified financial advisors, each with a distinct area of expertise, so every detail is covered.

Rodney graduated Magna Cum Laude from Central Methodist University in 1999 with a B.A. in Accounting. He holds his FINRA series 7 and 66 registrations as well as his Life and Health Insurance license. He is a registered representative with Cambridge Investment Research; Member FINRA/SIPC

In his free time, Rodney enjoys traveling and spending time with friends and family.

Securities offered through Cambridge Investment Research, Inc., a Broker/Dealer, Member FINRA/SIPC. Investment Advisor Representative, Lawing Financial Inc, A Registered Investment Advisor. 6201 College Blvd – 7th Floor Overland Park KS 66211 913-491-6226 Fax: 913-491-3214 http://www.lawingfinancial.com Cambridge and Lawing Financial Inc are not affiliated

Hiren Bhakta was born in the US while his family originates from India and is fluent in both Hindi and Gujarati. He attended Kansas University where he received his Bachelor’s in Biology/Genetics and went on to complete an MBA in Health Administration at the University of Phoenix.

As a business owner he has had experience operating both Hotels and apartment complexes giving him an entrepreneur’s perspective when working with clients. He currently holds his Life and Health Insurance Licenses in both Missouri and Kansas while working at Lawing Financial in Overland Park, Kansas.

Through his work with Lawing as an independent Life Insurance Broker, he has access to a wide range of products. Lawing Financial was founded on “The Team Approach” which provides Hiren a group of Insurance specialists ready to review existing policies and assess remaining needs

Brian joined Lawing Financial Group’s team of advisors in 2004. Prior to joining Lawing Financial, Brian worked in the retail side of the mortgage lending industry. In this capacity, he worked with homeowners in the Midwest originating loans. He also assisted with management and training of new associates.

His experience in managing these client relationships in a complex industry has helped to prepare him for his role in working with individuals and small business owners as part of Lawing Financial’s team of financial advisors. Brian primarily works with high net worth business owners and individuals on overall planning issues including portfolio accumulation and management, business succession planning, qualified plan development and management and risk management.

Brian attended the University of Kansas. He has continued to further his education by obtaining his FINRA Series 6, 7, 22, 65 and 63 registrations and is a registered representative offering securities through Cambridge Investment Research, a Broker/Dealer, Member FINRA/SIPC. Brian also holds life and health licenses in several states.

Brian maintains a home in Shawnee, Kansas with his wife, Courtney and daughters Avery and Bryndal. He also enjoys golfing in his spare time.

Dawn Hennig has been a financial advisor with Lawing Financial since the spring of 2006. Her main areas of focus involve developing financial strategies for business owners including Qualified Plan implementation, tax reduction strategies and discriminatory planning. She also specializes in individual services for insurance and retirement planning. Dawn currently holds multiple FINRA registrations, including Series 6, 7 and 66 regostratopms and is life and health insurance licensed in several states.

Dawn was born in Milwaukee, Wisconsin and moved to the Overland Park Kansas area in 1985. She received her Bachelor of Science degree in Education in 1983 from the University of Wisconsin Stout. She is a member of KCNTMA and committee chair for the Louisburg Chamber of Commerce as well as being active in many outdoor activities and spending time with her familiy.  She also enjoys hosting events specifically focused for women as well as writes a monthly newsletter highlighting those buiness owners with an entrepreneurial flare and a shares a financial story to help inspire others.

Mark joined Lawing Financial Group’s team of advisors in 2005. Mark specializes in qualified plan design and implementation as well as tax reduction strategies ad estate planning. Prior to joining Lawing Financial, Mark worked as a Regional Sales Manager for a large, nationally known financial services company. In this capacity, he traveled around the country working with other advisors and their clients to develop customized strategies.

Mark attended K-State University, receiving a degree in business management. He has continued to further his education by obtaining his FINRA Series 6 and 63 registrations and is a registered representative offering securities through Cambridge Investment Research, Inc., member FINRA/SIPC.

Mark lives in Kansas City. In his spare time, he enjoys golf, handball and is involved with many charitable organizations including holding a position as Community Service Chairman for the Kansas City Athletic Club.

Keller Johnson joined Lawing Financial Group (LFG) in 1998 as a registered representative. As vice-president, Keller plays a key role in investment planning, recruiting and training. He supports new team associates in personal development and goal-setting all while implementing improved recruiting methods. His primary duties are two-fold – to identify new ways of growing the firm and to clearly define a manageable recruiting process.

Since entering the financial services industry, Keller capitalizes on his former marketing experience where he identifies unique avenues of attracting and communicating with individuals and business owners interested in retirement planning. Keller’s experience working with Fortune 500 companies has given him the ability to market the firm to different associations and organizations.

Prior to joining the Lawing Financial Group in 1998, Keller worked in the marketing department of Hallmark Cards where he was a marketing coordinator responsible for the production of sales literature for 400 sales representatives.

Keller Johnson graduated from Southwest Missouri Sate University with a degree in business marketing. He has furthered his education by receiving his FINRA Series 6, 63, and 65 licenses. He is a member of the Million Dollar Round Table.

In his spare time, Keller enjoys golfing and spending time with his wife and 2 children.

*Honorees of Million Dollar Round Table must achieve a sales goal predetermined by the MDRT organization. and maintain this level throughout the course of one year. Qualified individuals must pay a membership fee in order to participate. Sales amounts are independently verified by the MDRT organization through certifying letters. Qualification for recognition is based on the amount of premium/commission dollars produced over the previous year. This recognition is not representative of any investment performance or returns.

Eric has been with Lawing Financial since 2007. He works as part of Lawing Financial’s comprehensive team to provide services to individuals and businesses throughout the Midwest. He specializes in working with Qualified Plan Trustees in effective retirement plan design, implementation and review. In addition, he works with plan participants and other individuals in personal wealth management, risk management, and estate planning. Eric graduated Magna Cum Laude with his degree in Finance from Missouri State University. He currently holds his FINRA series 7 and 66 registrations as well as a life, accident and health license in multiple states. He is a registered representative with Cambridge Investment Research and an Investment Advisor Representative with Lawing Financial Inc.

To reach Eric, you may contact him at 913-491-6226 ext. 187 or via email at ekrause@lawingfinancial.com

Education / Services Design
Lawing Financial

Credentials:
9+ Years in the investment services industry
Wealth Management for High Net-Worth Executives and Participants
Member: Lawing Financial Management Team

Brad is an advisor with Lawing Financial, focusing on high net worth individuals and Qualified Retirement Plan Design, Implementation and Service. He assists executives and plan participants in achieving their financial goals. He focuses his time on educating Individuals, Participants and Trustees on financial matters. The balance of his time is spent managing the wealth of his individual clients.

Brad’s experience includes conducting thousands of enrollments for his clients, educational seminars and helping design customized teams to help his achieve their financial goals and desires. Due to Brad’s tenure, he has a wealth of experience working through a multitude of financial challenges for his clients.

Brad holds his FINRA series 7 and 66 registrations as well as his Life and Health Insurance licenses in multiple states. He is a registered representative with Cambridge Investment Research, Member FINRA/SIPC. Brad lives in Raymore, Mo where he continues to be active with his family and in the local community. His hobbies include golf, exercising and water sports.

Terri Lewis serves as vice president of Lawing Financial Inc. (LF) As a team member since 1996, Terri assumes multiple responsibilities within the organization.

Working within the financial services industry for 30+ years, Terri’s primary focus is assisting small business owners with their strategic financial planning by identifying their business and personal objectives. Using the “Power of the Team Approach”, she is able to develop customized strategies to help her clientele reach their retirement, business transfer, growth and income objectives

Prior to joining LF, Terri worked within the framework of several national property and casualty insurance companies, providing client services in financial planning, business consulting and estate planning. She also assisted property and casualty agencies to develop their internal financial planning departments.

Her professional affiliations include being a qualifying member of the Million Dollar Round Table organization, an active member of the National Association of Insurance and Financial Associates, the Society of Financial Service Professionals. In addition, she is a United Way Ambassador and is active in the Lee’s Summit Chamber of Commerce.

Terri Lewis received her bachelors of science degree in journalism and business from University of Missouri. She has furthered her education by obtaining a Chartered Life Underwriter (CLU) and Chartered Financial Consultant (ChFC) designations and earning her FINRA Series 6, 7 and 63 registrations.

In her spare time, Terri enjoys spending time with her family, zumba and kickboxing.

*Honorees of Million Dollar Round Table must achieve a sales goal predetermined by the MDRT organization. and maintain this level throughout the course of one year. Qualified individuals must pay a membership fee in order to participate. Sales amounts are independently verified by the MDRT organization through certifying letters. Qualification for recognition is based on the amount of premium/commission dollars produced over the previous year. This recognition is not representative of any investment performance or returns.

Doug Lode joined Lawing Financial in 2009 with more than 22 years of experience in employee benefits sales and service. For the past 15 years he has worked for one of the nation’s leading retirement plan recordkeepers, where he focused on employer sponsored retirement plans. Doug comes to Lawing Financial as the Director of Plan Design for the Retirement Services Division.

Doug was born and raised in Sheldon, Iowa. He went on to complete his B.S. Degree from the University of South Dakota (Vermillion), and later graduated with his M.B.A. Degree from Rockhurst University (Kansas City). Doug holds FINRA Series 7, 63, & 65 Securities registrations, as well as well as Variable Life and Health Licences.

Doug’s first career out of college was in Human Resources for a large Midwest retail department store chain. A natural transition into sales lead him to a career change to the opposite side of the H.R. desk where he began selling all employee benefits to employers. As his career progressed he narrowed his focus solely to employer sponsored retirement plans, at the same time, expanding his breath of different plan design experience. This breadth and depth of plan design experience offers Lawing Financial’s clients consultative solutions to all areas of an employer’s retirement program.

Doug is involved in many industry organizations including Employee Benefit Professional Association (EBPA) Kansas City Life Underwriters (KCLU) and is a Center For Due Diligence Conference member .

His hobbies include fitness, coaching youth sports, fishing.

Steve Nelson is a financial advisor and investment advisor representative for Lawing Financial. He is also a Registered Representative with Cambridge Investment Research, Member FINRA/SIPC.

Steve assists clients in areas involving business and retirement planning solutions. He specializes in qualified retirement plans, risk management services and fee based asset management. This diversity in financial services allows Steve to provide many solutions for his clients.

Prior to joining Lawing Financial, Steve was a team member of Aquila Energy in the asset management and commodity area. In joining the financial services industry, Steve brings over 10 years of combined experience in finance, accounting and commodity trading including 6 years of accounting experience in both public and private sectors .

Steve earned a Bachelor of Science degree in Accounting from the University of Nebraska in 1992. He has furthered his education by earning his FINRA Series 7, 6, 22, 63 and 65 registrations.

Steve and his wife, Kim, make their home in Bonner Springs , Kansas . In his spare time, Steve enjoys spending time with his family, including sons Sam and Cole, fishing and golfing.

Tyler Olson serves as a Financial Advisor specializing in qualified retirement plans and private asset management. Tyler is also a member of the management team and is responsible for mentoring inexperienced advisors through the first three years of their careers.

Tyler grew up in Topeka, KS and graduated from Kansas State University with a Business Degree. He has furthered his education in the financial industry receiving his series 7 & 66 registrations and is a registered representative offering securities through Cambridge Investment Research, Member FINRA/SIPC. Tyler has also received the AIF designation, enabling him to pursue the highest Fiduciary standards with his clients.

Tyler lives in Kansas City, MO with his wife Tammy, two sons, Carter and Sawyer, and his daughter Brooklyn. He enjoys attending sporting events, playing tennis, and working in the yard.

Matt’s passion is to serve as a Wealth Manager, working with individuals, families and small business owners to help them create a comprehensive strategy to address their financial, tax and estate planning needs. Matt’s focus is on helping his client’s accumulate and maintain wealth by using sound investment and insurance advice, education funding, tax reduction strategies and legacy planning. With over a decade of legal experience and an MBA, Matt’s background helps clients to identify issues that may become estate planning or taxation concerns and to help formulate solutions to those issues.

While at Lawing, Matt has worked with the Investment Advisory Committee. Matt attended the University of Kansas, where he earned his JD and MBA with an emphasis in Economics. He earned his B.S. in Business Administration from Kansas State University. Since Law School, Matt has furthered his education by attending various seminars concerning small business and estate planning and has obtained his FINRA series 7, 63 and 65 registrations. Matt is an investor advisor representative with Lawing Financial Associates and offers securities through Cambridge Investment Research, Inc.

In his time away from the office, Matt focus is his family. He and his wife Mary Ann, a physician, enjoy spending their time coaching soccer, assisting with Boy Scouts Troop 395, working with their kid’s schools and installing in their kids a commitment to service. Matt is very active in his church and works with Catholic Charities, Operation Breakthrough, and Children’s Mercy Hospital and with K-State sports.

Stephanie comes to Lawing Financial with 14 years of experience in public accounting at Marks Nelson Vohland Campbell Radetic LLC. She graduated from Shawnee Mission North High School in 1992. She then went on to graduate from Pittsburg State University with a degree in accounting and finance in 1996 and Masters of Business Administration with a concentration in Accounting in 1997.

Stephanie was born in Garden City, Kansas, but spent most of her childhood in Shawnee, KS and currently resides in Olathe, KS with her husband, son Tyler, and twin boys Trenton and Trevor. In her spare time, Stephanie spends time with her family and the kids’ school and sporting events.

Organizations:

• American Institute of Certified Public Accountants
• Kansas Society of Certified Public Accountants
• Association of Certified Fraud Examiners
• Greater Kansas City Chapter of Certified Fraud Examiners
• Institute of Management Accountants

Stephanie has worked with Lawing Financial for the past three years as the outside certified public accountant for the company and its principals. She looks forward to being a part of the Lawing team to help the company with all financial aspects for the company as well as assist advisors and clients.

Stephanie’s years of experience in public accounting has given her opportunities to work with many industries and to provide a wide range of accounting and tax services to her clients. Her main focus has always been on great client service and being proactive with planning. Communication and relationship building skills always with a smile is what sets her apart and makes clients loyal and enjoy working with Stephanie.

Craig graduated from Bishop Ward High School in 1991. He went on to receive his Bachelor of Science degree in Economics from Kansas State University in 1995. He has furthered his education by receiving the FINRA Series 7 registration to become a Registered Representative and the FINRA Series 66 to become an Investment Advisor Representative. His hobbies include golfing, handball, boating, and spending time with his wife Angie, son Cade and daughter Alexis and Isla.

Prior to joining Lawing Financial, Craig owned a local mortgage company in Lenexa, KS where he initiated and completed all start-up transactions including hiring of staff and business plan development. He was responsible for selling services and products to the local realtor community as well as consumers. He developed and maintained relationships with wholesale lenders for sale of mortgages. Also, Craig ran an insurance brokerage agency specializing in Life, Health and Property/Casualty insurance.

Melissa has been a financial advisor with Lawing Financial since May, 1999. She enjoys serving the individual and small business market, with an emphasis on financial education and community service.

Prior to joining the firm, Melissa was an integral member of a regional office for a large, nationally recognized financial services brokerage company. With over 25 years of experience in the financial services industry including working closely with other brokers to educate and develop systems and processes for use in the industry, Melissa has seen many changes not only the way that business is conducted, but how important having a balanced holistic approach to financial planning can be. In her role at Lawing Financial , she acts as the transition and marketing liaison to the management team.

Melissa has furthered her education by obtaining a Fellowship from the Life Office Management Institute and the Chartered Life Underwriter designation from the American Collage. She also has earned her FINRA Series 6, 7 and 63 and 26 registrations.

In 2004, Melissa was award the David Hanschu Community Service Award by the Kansas City chapter of the National Association of Insurance and Financial Associates in recognition of her high level of community service.

Melissa, who lives in Tonganoxie , Kansas with her husband John, daughter Lacey and son Hunter. She is active in the local community including assisting the local boy scout troop and volunteering for school activities as a parent-teacher assistant. In her spare time, she enjoys photography, scrapbooking and computers.

With more than 12 years of industry experience, Gary has been a financial advisor with Lawing Financial since the summer of 2007. His primary focus when working with the individual and small business market is an emphasis on building, protecting and preserving their respective assets. He enjoys continuing his education through various means to keep up with the ever changing trends in the financial services industry.

Gary was born and raised in Tonganoxie where he currently resides with his wife, Terylan, of more than 37 years. Together, they enjoy time with their two daughters and their families, including three grandchildren. Jointly, Gary and Terylan are involved in a local church where they both serve in various leadership capacities.