Author: Joe Yates

My practice focuses on helping members establish peace of mind by developing a comprehensive financial plan anchored by the member’s aspirations.

We will focus not only on the growth of assets but also the distribution of them once in retirement. My plan is to preserve your lifestyle for the long term. By creating a meaningful relationship with members, I can understand your needs and desires.

“My wealth management approach is a holistic one through integrating financial planning and risk management along with insurance strategies and retirement income planning.”

My roots have been and always will be here in Kansas City. My wife, Alisa, and our two sons live in Platte County, Missouri. I stay active in the community and have a passion to serve. Outside of faith, my biggest enjoyments are watching my boys grow up, traveling, cooking, winery-hopping and of course our Kansas City Chiefs!

Contact Joe today to set up a no-obligation conversation about your financial well-being.