Team

 

Ann Case

President and CEO

(816) 630-1170

(816) 630-1174

Ann Case, a life-long resident of Missouri entered the financial services industry in 1981. Ann works with clients from all walks of life, helping to improve their lives by addressing financial goals and continuing to plan (continues)...

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Paul B. Tipton

LPL Financial Consultant

(816) 630-1170

(816) 630-1174

Paul Tipton is a wonderful addition to our team; after working in the baking, manufacturing and distribution industry for over 25 years, in 2008 he decided to retool his career in order to pursue a career as a financial planner....

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A life-long resident of Excelsior Springs Diane lives in the family home that her parents built. She concentrated on business courses at ESHS and the area Vocational School. Diane obtained her Bachelor’s Degree from CMSU with a double...

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Cleo is in charge of meeting all or our clients and making them feel welcome. She loves to visit everyone and make sure all of the cookies they make are well taken care of--in her cookie jar.

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