Advisor

Alex Borgardts

CPA

After graduating with both a BS and MS in Accounting, my advisory experience became grounded in the accounting and tax world with a focus on assisting small business owners and entrepreneurs achieve their dreams and excel financially. My personal financial approach is simple: develop a plan, arrange your finances accordingly, and stick to your plan. I’m here to help clients test, utilize and adapt the plan when necessary.

“While we can’t predict the future, we can plan for it.”

I am an Army Reserve Officer with a passion for assisting Veterans, Department of Defense Civilians, military spouses and families achieve their dreams. I spend time volunteering with Army Reserve Family Readiness Groups and the annual WaterFire KC. In June 2019, I tied the knot with my beautiful wife and we look forward to building our future together in Kansas City.

Call today to set up a no-obligation conversation about your financial well-being and see how I could help you achieve your financial goals.

Primary Location

Special Needs Planning Center
10601 Mission Road
Suite 10617
Leawood, KS 66206

Securities and advisory services offered through CommunityAmerica Financial Solutions, LLC (“CAFS”), Member FINRA/SIPC. CAFS is a wholly-owned subsidiary of CommunityAmerica Credit Union. Wealth Management by CommunityAmerica is a marketing name used by CAFS. CAFS is a SEC registered investment advisor. For important disclosures from CAFS, please visit here. Investment and insurance products, including annuities:


Are Not Deposits

Are Not NCUA or otherwise Federally Insured

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May Lose Value

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