The power of the team approach.

Overland Park, Kansas

Overland-Park

Lawing Financial

6201 College Boulevard

7th Floor

Overland Park, Kansas  66211

Phone: 800-493-6226

Fax: 913-491-3214

Click here to contact us.

Map and directions

Meet our team:

A B C D E F G H J K L M N O P R S T V W Z

Tim Accurso

Photo of  Tim Accurso
Work Phone: 913-491-6226 x120
Biography

Tim is a Financial Advisor with Lawing Financial. Tim, along with the rest of the Lawing team, helps small businesses and individuals design and implement financial strategies for their unique situation.

Prior to becoming an advisor with Lawing Tim was active in the company in an administrative capacity. He managed to do this while completing his finance degree at the University of Missouri Kansas City. Tim has expanded his education by obtaining his FINRA Series 7 and 66 securities registrations. He is a registered representative with Cambridge Investment Research,Inc. and an Investment Advisor Representative with Lawing Financial Associates, Inc. Tim also has obtain a life, accident and health license with the States of Kansas and Missouri.

Tim lives in downtown Kansas City, MO and enjoys golfing, pickup soccer, and weekends with his family.

Rich Bartow

Photo of  Rich Bartow
Work Phone: 913-491-6226 x188
Biography

Rich Bartow has worked in the financial services industry since 2005. He began his career at another firm and joined Lawing Financial in March of 2009.He enjoys assisting clients with attaining their long-term investment objectives and goals.

Rich grew up in Southwest Missouri and attended college at Southwestern College in Winfield, Kansas.Southwestern was a great place to attend college because there he met his wife, Kara.After undergraduate,he attended and earned his Juris Doctor (law degree) from Washburn University School of Law.He did not enjoy the legal profession,so Rich sought a career he could enjoy and the financial services industry allows him to do what he loves.

Outside of work,his passions and free time are consumed first and foremost by his family. He and his wife are the proud parents of 2 boys and one more child on the way in December 2010.Rich also enjoys being very active in his kids’ lives, by going on field trips, coaching little league teams, and teaching them about the great outdoors.In his spare time,Rich enjoys fishing, golfing, watching the Royals, and competing in BBQ competitions.

Securities offered through Cambridge Investment Research, Inc., a Broker/Dealer, Member FINRA/SIPC

Hiren Bhakta

Photo of  Hiren Bhakta
Financial Advisor
Notes

Hiren Bhakta lives in Lenexa, Kansas with his family. Hiren graduated from the University of Kansas with a Bachelor’s degree.  He has furthered his education by earning his MBA degree.

Hiren joined Lawing in 2010 as a Risk Management
Specialist and now also offers full comprehensive
financial solutions. He  holds a  FINRA Series 7, 66
securities registrations and Life & Health Licenses in several states including KS, MO, NE, OK, & TX.

 

Hiren specializes in risk management and insurance planning as a key part of the firm’s overall Team Approach  of comprehensive financial planning services. Hiren’s business knowledge is grounded in his personal experience which stems from a variety of family real estate
investments and he specializes in family legacy planning, business succession coordination and mulit-generational planning. He also works closely with clients to develop  tax reduction strategies for high-net worth individuals and business owners.

In his spare time, Hiren’s passions and free time are consumed first and foremost by his
family. He and his wife have recently had their first child, a baby girl named Amaya.  An avid KU Jayhawk Fan, Hiren enjoys rooting on the KU Men’s Basketball team as an Alumni.

 

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 Lawing Financial Inc, doing business as Qualified Plan Advisors ( QPA)
Phone: 913-491-6226 Fax: 913-491-3214 http://www.lawingfinancial.com  Cambridge and Lawing Financial are not affiliated.

 

 

111691 CA 06/11/2014

Matt Brown

Photo of  Matt Brown
Work Phone: 913-491-6226 x112
Biography

Matt Brown has served clients in the financial services industry since fall of 2003. He began his career as a life insurance agent and continued his education becoming an Investment Representative then Financial Advisor and is now an Accredited Asset Management Specialist. Matt’s main areas of focus are Retirement Planning and Tax Reduction strategies for individuals, and Qualified Plan implementation for businesses. Matt has the training, capability, and resources to use a variety of different investments and insurance vehicles to help his clients reach their goals.

Matt graduated from Oklahoma State University in 2004 with a Bachelor’s degree in Business Administration. He majored in Finance with an emphasis on Portfolio Management. Matt earned his AAMS designation from the College for Financial Planning in 2007.

Matt is also actively involved in his community. He is a member of the Olathe Noon Lion’s Club and is a volunteer for the Olathe Meals on Wheels program.

Matt lives in Olathe, KS with his wife Ingrid and their two beautiful daughters Avery and Nora. Their hobbies include hiking, camping, sports, and the arts.

Brian Burwell

Photo of  Brian Burwell
Work Phone: 913-491-6226 x137
Biography

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.

Scott Colangelo AIF

Photo of  Scott Colangelo AIF
Managing Director, Qualified PlansWork Phone: 913-491-6226 x113
Biography

Scott Colangelo is vice president of Lawing Financial’s Retirement Plan Division and an integral member of the management team. He actively participates in the Lawing Financial Investment Advisory Committee, which reviews and implements processes and procedures used by the firm, and he contributes to the review and reallocation recommendation of the portfolios on a monthly basis.

Scott offers over 16 years of experience in the financial services industry and specializes in qualified retirement plans and private asset management. Prior to joining Lawing Financial, he managed an office for a local brokerage firm where he was responsible for the daily operations, management, recruiting, training, and profitability of the office.

He earned a Bachelor of Science degree in marketing with a minor in finance from Kansas State University. He has furthered his education by obtaining the Accredited Investment Fiduciary (AIF®) designation and FINRA Series 6, 7, and 66 licenses. Scott has received several industry awards and is a Qualifying member of the Million Dollar Round Table* and the National Association of Insurance and Financial Advisors.

Scott enjoys spending time with his son Mason and daughter Morgan. He coaches various youth sports teams and also stays active in basketball.

*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.

Matthew J Eickman JD

Photo of  Matthew J Eickman JD
Director, ERISA ServicesWork Phone: 913-491-6226 # 170
Biography

Matthew has nearly nine years of experience in private legal practice focusing exclusively on employee benefits, most recently as a partner with Utz, Miller & Eickman, LLC.  While in private practice, Matthew worked closely with plan sponsors and fiduciaries of defined contribution and defined benefit plans of all sizes, from a few to over 34,000 participants and with plan assets as high as $1.3 billion.

He pursues three primary client goals. First, he improves fiduciaries’ confidence levels by training them, advising on the decision-making process, and memorializing that process.  Second, he strives to make life easier for the individuals administering plans by facilitating effective participant communication and assessing compliance with Federal Law.  Third, he aims for employers to focus on the value – rather than the challenges – of offering plans to their employees.  In doing so, Matthew has successfully defended clients in negotiations with the IRS, DOL and PBGC, and has extension experience with EPCRS applications.

Matthew is an active member of the Employee Benefits Committee of the American Bar Association Tax Section, serving as Vice Chair of the Defined Contribution Plans Subcommittee and has been honored as a Nolan Fellow.  He has spoken and written on a variety of topics, including plan distributions, Section 408(b)(2) and Schedule C reporting obligations, and other fiduciary duties.

Matthew graduated from the University of Nebraska-Lincoln (B.S.B.A., Highest Distinction) and Baylor Law School (J.D., magna cum laude), where he served as Editor-in-Chief of the Baylor Law Review and competed on National Moot Court and Mock Trial teams. He serves on the advisory board for REbel, Inc., a not-for-profit organization started by his wife, Laura.  When not spending time with their three boys ages 5 and under, Matthew is a volunteer consultant to the Blue Valley Center for Advanced Professional Studies.

Securities offered through Cambridge Investment Research, Inc., a Broker/Dealer, Member FINRA/SIPC. Investment Advisor Representative, Lawing Financial Inc., A Registered Investment Advisor, Lawing Financial, Inc., doing business as Qualified Plan Advisors (QPA) 6201 College Blvd – 7th Floor – Overland Park, KS 66211
Phone: 913.491.6226 Fax: 913.491.3214 http://www.lawingfinancial.com Cambridge and Lawing Financial Inc. are not affiliated.

Mark A Gash

Photo of  Mark A Gash
Certified Financial Planner®, JDWork Phone: 913.491.6226 ext 191
Notes

Mark Gash received his Bachelor’s degrees in Economics and Political Science in 1983 and his law degree in 1986 from the University of Missouri.  After practicing law for several years, Mark entered the financial services profession in 1992.  Mark is a Certified Financial Planner, is a member of the National Association of Insurance and Financial Advisors.

As part of the Lawing Financial Inc, ® team, Mark and his wife, Mary, who is also an Administrative Registered Representative, are business partners and provide financial planning and services to individuals, families, special needs families, and businesses.

Mark and Mary, who reside in Olathe, KS have two young children, Ian, age 16, and Quinn, age 12.  They are members of Hope Lutheran Church in Shawnee, Kansas.

Mark also serves as Vice-Chairperson of the Advisory Board to the Good Samaritan Communities of Olathe, which is part of the Evangelical Lutheran Good Samaritan Society, the largest not-for-profit care provider in the United States.  Mark and Mary have handicapped siblings and, because of his experiences with those family members, Mark volunteers his time with the City of Olathe as Chairperson of the City’s Persons with Disabilities Advisory Board.  For that service, Mark was awarded the first ever Olathe Mayor’s Cathedral Builder Award in 2009 for excellence in community service.

 

Securities offered through Cambridge Investment Research, Inc., a Broker/Dealer, Member FINRA/SIPC. Investment Advisor Representative, Lawing Financial Inc, A Registered Investment Advisor. Lawing Financial, doing business as Qualified Plan Advisors ( QPA ) 6201 College Blvd – 7th Floor Overland Park KS66211 913-491-6226 Fax: 913-491-3214 http://www.lawingfinancial.com Cambridge and Lawing Financial Inc are not affiliated

105228 CA 03/19/14

Tim Hakes

Photo of  Tim Hakes
Managing Director, Investment ServicesWork Phone: 913-491-6226 x127
Biography

Tim Hakes is vice president of Lawing Financial. He joined the firm in 1997 as Director of Equity Products and currently oversees several aspects of business development including market research, management operations, client development, and asset management strategies.

As the founding member and president of the Lawing Financial Investment Advisory Committee, Tim is charged with reviewing market conditions, asset allocation models, and overall economic factors affecting investment returns. The majority of his time is spent educating clients and Lawing Financial representatives on the various strategies that the firm uses to invest clients’ assets.

Tim earned a Bachelor of Science degree in finance from Southwest Missouri State University. He has furthered his education by obtaining FINRA Series 7, 24, and 63 securities licenses. Tim has received several industry awards and is a Qualifying member of the Million Dollar Round Table, where he qualified for Court of the Table, and the National Association of Insurance and Financial Advisors.

Tim is married and has four 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.

Joe Hildebrand

Photo of  Joe Hildebrand
Work Phone: 913.491.6226 Work Phone: 800.493.6226
Biography

Credentials:
14+ Years in the Financial Services Industry / 11 years at Lawing Financial Focus: Wealth Accumulation and Management, Investment and Retirement Education.

Joe Hildebrand is an advisor with Lawing Financial, focusing on Qualified Retirement Plans and Wealth Accumulation. Joe’s approach to these services begins with a strong relationship with his clients by understanding their concerns, liabilities, and knowledge of retirement plans and investing.

There are many factors to consider when determining what makes a retirement plan successful. The end result is to have every participant retiring with adequate savings and education in order to enjoy their retirement. Lawing Financials many resources allows Joe to provide Fiduciary Support, Managed Investment Options, and a Team of professionals to provide face to face interaction and education to all plan participants, trustees and plan sponsors.

Joe attended Kansas State University. He holds FINRA series 7, 63, and 65 registrations as well as Life and Health insurance licenses in multiple states. He is a qualifying member of MDRT. Joe is a investment advisor representative with Lawing Financial, a registered investment advisory firm.

Mark Hogan

Photo of  Mark Hogan
Work Phone: 913-491-6226 x142
Biography

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.

Brad Holdhusen, AAMS

Photo of  Brad Holdhusen, AAMS
Work Phone: 913-491-6226 x140
Biography

Brad Holdhusen has worked in the financial services industry since 2002. After many years with a large, leading brokerage firm, he joined Lawing Financial in the summer of 2009. Lawing Financial is where Brad continues to focus on helping small business owners, investors nearing retirement and those currently enjoying their retirement years. Brad is a registered representative where he currently maintains the following registrations and designations: FINRA Series 7, 63, 66 as well as life/health licenses in multiple states. Brad has also earned the Accredited Asset Management Specialist ( AAMS) designation.

Brad was born and raised in Sioux Falls, South Dakota. Upon high school graduation, he moved to Minneapolis, Minnesota where he attended Bethel University and obtained his business degree with a marketing and finance emphasis. After graduating college, Brad took a job in the computer industry with a small consulting firm located in the western suburbs of Chicago, Illinois. In the Spring of 2002, Brad decided to pursue a career in the Financial Services industry, took a job with a leading brokerage firm and moved his family to Kansas City. Brad, his wife Kristin and their four children currently reside in Overland Park, Kansas.

Outside of the office, Brad enjoys spending time with his family When Brad gets alone time, he enjoys hunting, fishing, competing in and watching sporting events.

Keller Johnson

Photo of  Keller Johnson
Work Phone: 913-491-6226 x133
Biography

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.

Mark Kipp

Photo of  Mark Kipp
Biography

Since 1987 Lawing Financial Group focuses on the Team Approach to get our clients the best advice possible. 90% of our clients are served by more than one representative giving them broader exposure to options and expertise. We have 50 agents and 20 support staff waiting to serve you.

Mark founded a mortgage and real estate business in Denver in 1998 and moved to the company to Kansas City in 2001. Mark brings a passion for excellent client care and uses the vast resources of Lawing Financial Group Inc. to benefit his customers. Mark graduated from Bishop Miege High School and Kansas State University. He furthered his education with the FINRA Series 66 and Series 7 securities registrations. Mark also holds the Life & Health Insurance licenses. Outside of work, Mark spends time with his wife Cristie and daughter Audrey as well as family and community. Other past times include board director, chamber ambassador, community involvement, basketball, fishing and golf.

Eric Krause

Photo of  Eric Krause
Work Phone: 913-491-6226 x187
Biography

Eric is an advisor with Lawing Financial, focusing on Qualified Retirement Plan design and service.  He works with plan sponsors to create and implement effective strategies to enhance the participant experience and increase the success of the benefit that they are providing to their employees.   He has worked with thousands of participants from all walks of life in understanding their retirement plan, and how they can maximize it to achieve their personal financial goals.

 

Eric is also a member of the Lawing Financial Investment Advisory Committee.  In this capacity, he assists other team members in reviewing and managing risk-based allocations and portfolios for individuals and retirement plan participants.  Eric holds his FINRA Series 7 and 66 registrations, as well as his life and health insurance licenses in multiple states.  He is a Level II candidate in the Chartered Financial Analyst (CFA) program.  He is a registered representative with Cambridge Investment Research, Member FINRA/SIPC, as well as an Investment Advisor Representative with Lawing Financial, Inc.  Eric grew up in Springfield, Missouri, but currently lives in Overland Park, Kansas.  In his free time, Eric enjoys travelling with his wife Kelly, cycling, camping, and soccer.

 

Jeff Lahr

Photo of  Jeff Lahr
Work Phone: 913-491-6226 x126
Biography

Jeff Lahr is a financial advisor for Lawing Financial Group. As a member of the Lawing Financial team, his focus is to help high net worth professionals and small-business owners in the areas of retirement planning, asset accumulation, tax reduction and estate planning. He also works with business owners in the areas of qualified plan development and implementation as well as business succession planning.

Jeff is a registered representative with Cambridge Investment Research, Member FINRA/SIPC and an investment advisor representative with Lawing Financial Associates. Jeff is a member of Lawing Financial’s Investment Advisory Committee. In this capacity, he assists other team members in reviewing market conditions, individual client portfolios, asset allocation models and overall economic factors affecting investment returns.

Prior to entering the financial services industry, Jeff excelled in the technology industry, developing, selling and marketing complex technology solutions to Fortune 500 corporations. Jeff has been a key person in closely held companies and understands issues facing small-business owners.

Jeff is a native of Marshalltown, Iowa and has a Bachelor of Science Degree in Finance from Iowa State University and has furthered his education by obtaining his FINRA Series 7 and 66.

Jeff enjoys spending his spare time with his family and friends, hunting, fishing, and playing golf. Jeff, his wife Stacy and children, Grant and Lindsay live in Leawood, Kansas.

Brad Lawing

Photo of  Brad Lawing
Managing Director, Sales & RecruitingWork Phone: 913-491-6226 x186 Work Phone: 800-493-6226 x186
Biography

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.

Kerry L. Lawing

Photo of  Kerry L. Lawing
President & CEO; Managing Director Operations, Compliance and FinanceWork Phone: 913-491-6226 x105
Biography

Kerry is founder, president and CEO of Lawing Financial, Inc® and Qualified Plan Advisors®, respected firms that take a truly unique team approach to help you succeed in your quest for financial freedom.

Lawing Financial, Inc.® is a registered investment advisory firm named one of Forbes Magazine’s “fastest growing firms to watch in the Midwest.” Qualified Plan Advisors® offers the most comprehensive and fully integrated fiduciary services and participant services model in the industry today.

Lawing Financial® specializes in providing a team-based approach to full-service financial planning, including fee-based asset management, qualified plan design and implementation, and wealth management for the affluent. Kerry Lawing established the firm in 1985 and implemented The Power of the Team Approach™, which is Lawing Financial’s hallmark and premise for encouraging and mentoring financial professionals to specialize in the areas of finance they know and enjoy.  The firm is dedicated to taking the time to properly evaluate each client’s situation because this is critical to developing a solution that best meets the client’s individual objectives.

The firm’s overarching strategy is based on building out a greater presence in the central regions of the country given the positive demographic, economic health and stability in these key markets. Lawing Financial, Inc® has locations across the Midwest with approximately 90 investment advisor representatives and more than 35 staff.  Current offices include a presence in Overland Park, Kansas; Springfield, Missouri; Dallas, Texas; Denver, Colorado; Minneapolis, Minnesota; and Cedar Rapids, Iowa. The firm has over $3 billion in assets under advisement while doing business in over 40 states.

As founder, CEO and an active investment advisor representative with Lawing Financial, Inc®, Kerry is a recipient of the GAMA National Management Award (1996-2004). He currently holds FINRA Series 6, 7, 24, 63, and 65 securities registrations. Kerry continually furthers his education by completing industry courses relating to business development, management, and estate tax planning.

Kerry enjoys flying and spending time with his wife, children and grandchildren. Kerry is also actively involved with Kansas City charitable organization Higher MPact, an organization that raises hope and possibilities to transform high-risk urban youth into tomorrow’s leaders.

 

Registered Representative, Cambridge Investment Research, Inc., a
Broker/Dealer, Member FINRA/SIPC. Investment Advisor Representative, Lawing
Financial, Inc. a Registered Investment Advisor. Lawing Financial Inc, doing business as Qualified Plan Advisors (QPA) 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.

Adview #101392 CA 01/24/2014

Brandon T Lee

Photo of  Brandon T Lee
Work Phone: 913-491-6226
Biography

Brandon Lee joined Lawing Financial in 2013 with more than 5 years of experience in financial services.  For the past 3 years he worked for one of the nation’s leading retirement plan record-keepers, focusing on qualified retirement  and defined benefit plans.  He joins Lawing Financial as a Financial Advisor focused on helping individuals with retirement planning and long term investment strategies.

Brandon was born in Kansas City, MO growing up and graduating from high school in Lee’s Summit.  From there he went on to obtain his B.S. in Business Administration from WilliamJewellCollege.  He currently holds his FINRA 6 and 63 registrations as well as his Life and Heath Licenses in multiple states.

Prior to entering the world of Financial Services Brandon spent 13 years in the marketing department of a large private company in Kansas City.  His thirst for knowledge combined with his client-centered focus provides a unique blend of competence and compassion that allow him to serve high net worth individuals and families. He specializes in the areas of investment management and retirement planning.

Brandon seeks to help individuals and families navigate through the complex world of their personal finances. His belief is that financial independence and peace of mind can be reached by all with the right discipline, determination, and good advice. Brandon has furthered his education by obtaining his FINRA Series 6, 7, 63 and 65 registrations.

His hobbies include golf, softball, attending KC Royals and Sporting KC games.  He is also actively involved with his local church

Securities offered through Cambridge Investment Research, Inc., a Broker/Dealer, Member FINRA/SIPC. Lawing Financial, doing business as Qualified Plan Advisors ( QPA ) 6201 College Blvd – 7th Floor Overland Park KS66211 913-491-6226 Fax: 913-491-3214 Cambridge and Lawing Financial Inc are not affiliated.   http://www.lawingfinancial.com

Terri Lewis, CLU, ChFC

Photo of  Terri Lewis, CLU, ChFC
Work Phone: 913-491-6226 x130
Biography

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.

Scott Liggett JD

Photo of  Scott Liggett JD
Director, ERISA OversightWork Phone: 913-491-6226 x159
Biography

Scott Liggett is an attorney with Lawing Financial’s Qualified Plan Division. As a member of the 401(k) team, Scott offers over 20 years of financial services legal experience and provides legal and consulting services for 401(k), profit sharing, pension, ESOP, KSOP, cash balance, and non-qualified executive benefit retirement programs nationwide. Scott’s retirement plan clientele have ranged from 1 to 2,500 participants, with plan asset sizes ranging from a start up plan to those with over $300 million in assets.

Scott’s experience includes preparing and presenting quarterly and annual retirement plan reviews together with plan modification studies and recommendations; negotiating and preparing plan documentation, including trust documents, adoption agreements, resolutions, amendments, and related correspondence; reviewing nondiscrimination testing results and making applicable recommendations to plan sponsors; researching and interpreting IRS, DOL, and ERISA statutes, regulations, and precedent; presenting annual actuarial valuation study results to defined benefit pension plan sponsors; conducting enrollment and educational meetings with plan sponsors and participants; and preparing and reviewing requests for proposal submissions (RFPs). In addition, Scott has made numerous retirement plan related presentations at trade conventions, conferences, seminars, and working groups.

His areas of experience beyond retirement programs include business continuity issues such as corporate structure, succession plans, and mergers and acquisitions. He has successfully worked with a variety of business entities on various legal and financial matters.

Scott earned a Bachelor of Arts degree in business from Chadron State College and a Juris Doctor degree from the University of Nebraska College of Law. He currently holds FINRA Series 6, 63, and 65 securities licenses and the American Association of Pension Actuaries PA-1 and PA-2 designations. In addition, Scott is a member of the Kansas Bar Association.

Scott is active with their three children, Maggie, Nolan, and Carly. In his free time, he enjoys following college sports.

Doug Lode

Photo of  Doug Lode
Biography

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.

Jasen Mangrum

Photo of  Jasen Mangrum
Financial AdvisorWork Phone: 913.491.6226 # 168
Notes

Jasen earned an Associate in Arts degree from Johnson County Community College in Overland Park, Kansas, and graduated with Distinction from the University of Kansas with a Bachelor of Business Administration degree. In recognition of his academic achievement, Jasen was inducted into Beta Gamma Sigma, the honor society for collegiate schools of business. He currently holds the FINRA Series 7 and 66 securities registrations and his life and health insurance licenses in Kansas and Missouri. Jasen’s mix of educational and business experience enable him to provide multi-faceted solutions for clients and the firm.

 

Jasen has several hobbies and interests including writing, golfing and traveling, just to name a few. Most of all, he enjoys spending time with his wife Annette and their family and friends.

 

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

 

Mike Mickelson, CLU, ChFC

Photo of  Mike Mickelson, CLU, ChFC
Work Phone: 913-491-6226 #181
Biography

Mike has been a member of the Lawing Financial team since 2008 and has been in the financial services industry for more than 23 years. He is a current member of the Lawing Financial management team and serves as a specialist for the disability income and long term care insurance product division. Mike also provides risk management and investment services to his clients throughout the Midwest region. Mike was born in Storm Lake, IA and grew up in Aurelia, IA where he graduated from high school in 1971. Upon entering the financial services industry, he went on to receive his industry credentials from the American College in Bryn Mawr, PA. His certifications include Chartered Life Underwriter, Chartered Financial Consultant and Chartered Leadership Fellow. Mike offers Lawing Financial and its clients a wealth of knowledge and experience. Mike believes that everyone can benefit from financial planning assistance and welcomes the opportunity to work with people from all walks of life and in various financial positions.

Mike recognizes each individual’s planning needs are unique and strongly believes that there is nothing more important that doing what is right for each client’s personal situation. Prior to joining the Lawing Financial team, Mike served in management positions with two major nationally recognized insurance carriers. He has also served as President of the Kansas City National Association of Insurance and Financial Advisors.

In addition to assisting individuals with their financial planning needs, Mike also works with business owners and high net-worth executives to assist them with the needs of their company’s qualified retirement plans. Through Lawing Financial’s Qualified Plan Advisors division and Fiduciary Complete program, Mike is able to offer comprehensive integrated fiduciary plan level and on-site participant level services. In addition, Mike is able to offer additional services such as Gap Analysis and “Do-it-for-Me” Managed Model strategies to plan participants who are looking for an alternative to traditional qualified plan assistance.

Mike and his wife, Deb reside in Blue Springs, MO. He and Deb have three grown children and four grandchildren. His hobbies include fishing, boating and landscaping. He is a member of Timothy Lutheran Church in Blue Springs, MO where he has served as Chairman of the Stewardship and Endowment Boards.

Steve Nelson

Photo of  Steve Nelson
Work Phone: 913-491-6226 x129
Biography

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 AIF

Photo of  Tyler Olson AIF
Director, Outside RelationshipsWork Phone: 913-491-6226 x160
Biography

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.

David Pickett

Photo of  David Pickett
Work Phone: 913-491-6226 x156
Biography

As a Financial Advisor, David enjoys working with individuals and business owners to develop customized solutions to help them achieve their specific financial goals.  David specializes in long term wealth management and retirement planning strategies.

Prior to joining Lawing Financial, David had a 20 year career with a fortune 100 company.  David was a Senior Manager in the Los Angeles and San Diego areas.  As a Senior Manager, he had full Profit and Loss responsibility and managed an annual operating budget of over $18 million. David also managed over 275 employees and used his 25 years of private investing experience to help coach and mentor his employees on investment strategies.

David also served on the Board of Directors for a non-profit business that helped underprivileged children in the Kansas City area for five years.  David was on the executive committee and held the positions of Treasurer and Chairman of the Board of Directors.  In 2011 David was recognized by Associated Youth Services and the United Way of Wyandotte County Kansas for his volunteer efforts.

David has been with Lawing Financial since 2008. He has earned his FINRA Series 7, Series 66 registrations and Life Accident and Health Licenses.

 

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. Cambridge and Lawing Financial Inc.  are not affiliated.  Adview 109204 CA 05/05/14

Dawn Potts

Photo of  Dawn Potts
Work Phone: 913.491.6226 # 147
Biography

Dawn Potts has been a financial advisor with Lawing Financial since the spring of 2007.  Her main areas of focus involve developing a strong relationship with her clients and creating custom, proactive financial strategies given today’s ever-changing economy. Qualified retirement plan design and implementation, tax reduction strategies and discriminatory planning for key employees are just a few of the tools that Dawn and her team use to help business owners accomplish their goals.

In addition, Dawn focuses on the education and development of relationships to top women executives looking for strong, effective financial strategies by providing enjoyable educational and social events.  Through a published newsletter, she shares her experiences as well as those of many of her clientele to help them understand that each person’s planning is unique and can be enhanced by taking advantage of a team approach to financial planning.

Dawn received her Bachelors of Science degree in Education in 1983 from the University of Wisconsin Stout and holds multiple FINRA registrations, including FINRA Series 6,7, and 66. She is also licensed for risk management products in multiple states.

As a business owner herself, Dawn is involved with National Association of Women Business Owners (NAWBO). When not working, she loves spending time with her husband, 5 children and 4 grandchildren. She enjoys volunteering with her church. Raised in Wisconsin, Dawn has a deep appreciation for the outdoors and loves to bike, swim, golf and go fishing as time allows.

 

Heather Renfro CLU

Photo of  Heather Renfro CLU
Work Phone: 913-491-6226 x117
Biography

As a team member since 1998, Heather oversees Lawing Financial’s Risk Management Division and is the Co-Chair of the Executive Benefits Division.

Heather specializes in educating individuals and business owners on how to bridge the gap in their retirement plan.  She helps to identify the specific needs of each client which could include: Executive Bonus Programs, Corporate Owned Life Insurance or other various non-qualified plans.

Her professional affiliations include being an active member of National Association of Insurance and Financial Advisors, (NAIFA) including being a board member of NAIFS’s Young Advisor Team.

Heather attended Kansas City Kansas Community College and the University of Kansas.  She has earned her FINRA registration Series 6 and 63 and her Chartered Life Underwriter.  (CLU) designated from the American College.

Heather resides in Shawnee, Kansas with her son Caden. In her spare time, she enjoys watching Caden play sports, traveling and is an active fundraiser for her favorite charity, Operation Breakthrough.

 

92338 CA 09/26/13

Stephanie S. Rogers C.P.A., C.F.E., C.M.A., M.B.A.

Photo of  Stephanie S. Rogers C.P.A., C.F.E., C.M.A., M.B.A.
Director, Finance
Biography

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.

Christopher T. Roper

Photo of  Christopher T. Roper
Work Phone: 913-491-6226 x145
Biography

Chris is from the Kansas City area and attended Raymore-Peculiar High School. He attained his bachelor’s degree from Missouri State University, graduating Cum Laude. Chris further expanded his education by obtaining FINRA series 7, 66 and is an investment advisor representative with Lawing Financial Inc as well as a registered representative with Cambridge Investment Research, Inc., Member FINRA/SIPC. He also holds his Life, Accident & Health and Variable license in Missouri and Kansas.

Chris enjoys working with various advisors in the team environment that Lawing provides to solve clients needs.

Chris now lives in downtown Kansas City and enjoys photography, watersports, and golf.

Craig Scherzer

Photo of  Craig Scherzer
Work Phone: 913-491-6226 x144
Biography

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.

Andrew F. Stafford

Photo of  Andrew F. Stafford
Work Phone: 913.491.6226
Biography

Andrew transitioned 16 years of Executive Leadership success to Lawing Financial in April 2013 for the opportunity to assist clients in building a secure future.   As a Financial Advisor, Andrew consults with Businesses and Individuals to strategically design, implement and achieve their financial objectives of dealing with wealth accumulation, tax reduction strategies, executive compensation, risk, corporate capital and qualified plan management.

Andrew draws on his vast experience and many life lessons to build strong, trusting relationships with his customers.  His approach is customer centric, focused on understanding clients needs, listening to their concerns and utilizing Lawing’s “Power of the Team Approach” to present a custom tailored plan designed to attain financial stability for the client.

Andrew is entrepreneurial and passionate about accelerating improvements financially.  From “Zero-Base” Start-Ups to Multi-Million dollar corporations Andrew has a proven track record.  As the Vice President of Sales, Andrew earned Chairman’s Club Honors,* the highest award given,  as “Executive of the Year” in 2008 for attaining double digit revenue growth in a $100 Million dollar professional sales organization each year from 2007 – 2009 in addition to the “Outstanding Sales Leadership” Chairman’s Club award in 2006.

Lawing’s Team Approach to client management combines the expertise and skill-set of Andrew plus the entire Lawing team, working together on your behalf to provide better than expected customer service, support, communication and strategic financial planning.

A Kansas City native in love with this area, Andrew grew up attending RockhurstHigh School.  He moved on to the University of Kansas and quickly married his High School Sweetheart Amy in 1998.  They are married with two children, a son Andrew II and daughter Lilly both who are very active in sports.  Family, friends and building longstanding relationships mean the world to Andrew.    When he isn’t traveling around the Midwest to one of Andrew II or Lilly’s sporting events, you’ll find him surrounded by friends and family.

 

*Chair’s Club award is a sales achievement award for the top 5% within the Factory Motor Parts Companies organization in regards to performance vs. budget, gross profit dollars, and net profit contribution of representative’s division.  There is not a nomination process, but winners are determined by outstanding sales and executive leadership.

Michael Stolberg

Photo of  Michael Stolberg
Work Phone: 913-491-6226 x118
Biography

Michael is a Financial Advisor with Lawing Financial. His integrity, self-motivation and love for his career are just a few of the valuable assets he delivers to his clients daily.

Michael offers services in a wide spectrum of the financial arena with a focus in Investment and Retirement Planning, Fee Based Asset Management and Risk Management

Michael grew up in Las Cruces, NM and now makes his home in Raytown, MO. He attended Avila
University where he graduated Summa Cum Laude with a BFA in the arts. Since then he has furthered his education by obtaining his Life and Health Licenses and both his Series 7 and 66 FINRA Registrations.

In his spare time he enjoys spending time with his wife, writing and recording music and golf.

Melissa K. Sturgis, CLU, FLMI

Photo of  Melissa K. Sturgis, CLU, FLMI
Work Phone: 913-491-6226 x110
Biography

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 awarded 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.

Andrew Surber

Photo of  Andrew Surber
Biography

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

He assists clients in areas involving business and retirement planning solutions. His experience includes working with individuals to find custom solutions with their qualified retirement plans, risk management services and fee based asset management. This diversity in financial services allows Andrew to provide many solutions for his clients.

Andrew was born and raised in Gladstone, MO. He attended Baker University graduating with a Bachelor’s degree in Business Administration. Andrew further expanded his education by obtaining FINRA series 7, 66 and is an investment advisor representative with Lawing Financial Inc as well as a registered representative with Cambridge Investment Research, Inc., Member FINRA/SIPC. He also holds his Life & Health license in Missouri.

Andrew currently lives in Kansas City, MO with his wife Melissa. He enjoys the outdoors, biking and Royals baseball.

Gary Walker

Photo of  Gary Walker
Work Phone: 913-491-6226 x150
Biography

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.

Matt W Waters

Photo of  Matt W Waters
Financial AdvisorWork 6201 College Blvd 7th Floor Overland Park KS 66211 United StatesWork Phone: 913.491.6226 ext # 131
Notes

After almost 10 years of executive level sales and solution building success, Matt transitioned to Lawing Financial in April 2014 for the opportunity to assist clients in building a secure future. He has a proven track record in team oriented environments by leading, implementing and managing innovative solutions for his clients.

Matt’s background in managing complex client solutions in many different industries has helped to prepare him for his role in working with individuals and business owners as part of Lawing Financial’s team of financial advisors. His primary objective is to consult with Businesses and Individuals to design, implement and achieve their financial objectives of dealing with wealth accumulation, tax reduction strategies, executive compensation, risk, corporate capital and qualified plan management.

Matt graduated from the University of Kansas in 2003. He has continued to further his education by obtaining his FINRA Series 7, 63 and 66 registrations and is a registered representative offering securities through Cambridge Investment Research, a Broker/Dealer, Member FINRA/SIPC. Matt also holds life and health licenses in several states.

Matt splits his time between Kansas City and Denver and is the father to two kids, Bronx and Brekhan. When not on the go with those two, Matt enjoys golfing, skiing, hiking and running.

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

Adview 109651 CA 05/13/14

Darren Watson

Photo of  Darren Watson
Director, Investment Advisory CommitteeWork Phone: 913-491-6226 x128
Biography

With over 15 years of industry experience, Darren Watson has been a financial advisor with Lawing Financial Inc (LF) for 13 years. He has been a member of the LF management team and takes great pride in advisor development and training and the creation of new processes and procedures.

Darren offers LF and its clients a breadth of diverse knowledge. From manufacturer to plant manager to publishing and financial management, Darren offers unique experience that has successfully catapulted his career into the financial world.

Before joining LF, Darren was a financial representative with a leading multinational brokerage firm for four years. And prior to entering the financial services industry, he was general manager for an international publishing company, a $15 million plant as well as managing a multi-million dollar family art business. He enjoys working with all levels of people, from seamstress to CEO — there is nothing more important to Darren than doing what is right for the client.

Darren Watson graduated from Belmont Abbey College with a degree in business. He believes in continuing his education and is studying to obtain additional financial industry certifications.

Darren’s hobbies include photography, reading, and fly fishing.

*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.

Anthony Woodard

Photo of  Anthony Woodard
Chief Compliance OfficerWork Phone: 913-491-6226 x139
Biography

Anthony Woodard serves as chief compliance officer for Lawing Financial. As CCO, Anthony is responsible for ensuring that Lawing Financial is compliant with all regulatory and industry requirements. He is the Supervisor of Trading Operations and is a member of the Lawing Financial Executive Committee and the Investment Advisory Committee.

Throughout his tenure with Lawing Financial, Anthony has implemented numerous tax leveraged discriminatory benefit plans for business owners and was integral in the formulation of several succession plans for small and medium-sized businesses.

Prior to entering the financial services industry in early 2002, Anthony owned a small software development and IT services corporation, where among other things he gained personal insight into the particular needs and concerns of small business owners. He is a published author and developer of financial and tax planning software used in the financial services industry (TaxAlyzer® Pro, IRA Optimizer(TM)). His unique background has provided him with experience not only in the quantitative aspects of finance, but also in marketing. In turn, Anthony also lends his expertise to our firm as an active member of Lawing Financial’s Marketing Committee.

Anthony earned an Associate in Arts degree from Longview Community College in Lee’s Summit, Missouri, and graduated with Distinction from the University of Missouri – Kansas City with a Bachelor of Business Administration degree. In recognition of his academic achievement, Anthony was inducted into Beta Gamma Sigma, the honor society for collegiate schools of business. He currently holds FINRA Series 7, 24, and 66 securities licenses and is an insurance agent with Ohio National Financial Services. Anthony’s educational experience and diverse background enable him to provide multi-faceted solutions for clients and the firm.

Anthony has several hobbies and interests including playing guitar and soccer. Most of all, he enjoys spending time with his wife and children

Joe Zdeb

Photo of  Joe Zdeb
Work Phone: 913-491-6226
Biography

Joe is an advisor with Lawing Financial, focusing on Qualified Retirement Plan Participant service and implementation.  He works with Plan Participants to help them understand the investment selection choices and ease of monitoring processes at Lawing Financial.  In addition, he helps design and implement effective strategies to enhance the participant experience through face-to-face service and education.

 

Joe has worked with several retirement plan participants from every walk of life in understanding their company-sponsored retirement plan, and how best to use it to accomplish their financial goals.  He is effective at communicating with participants and providing a comfort level with the topic of retirement planning which many people view as difficult or intimidating.

 

Joe holds his FINRA Series 6, 7 , 63 and 65 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, as well as an Investment Advisor Representative with Lawing Financial, Inc.  Joe is active in his church and enjoys hunting, fishing and spending time with family.