Robert Wright CFP

President & CEO

(816) 630-1170

(816) 630-1174

Series 7, 24, 63, 65 Life and Health, Certified Financial Planner

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Diane Teegarden

Service Manager



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...

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