CommunityAmerica Financial Advisors
Scott Adams, CFP®, CTFA, ChSNC™, ChFC
“Together, I have confidence that we can create a plan that’s suitable for you and your child.”
Primary Location: Special Needs Planning Center
10601 Mission Road, Suite 10617 | Leawood, KS 66206
Taylor Ahern, MBA
“The choices you make today determine your financial future. Make the right choices and you will be well on your way to financial success.”
Primary Location: 64th Street Branch
6390 N Cosby Avenue | Kansas City, MO 64151
Alex Borgardts
“While we can’t predict the future, we can plan for it.”
Primary Location: CommunityAmerica Corporate Office
9777 Ridge Drive | Lenexa KS 66219
Trent Brining
“Financial planning is an opportunity to serve clients with an investment strategy that is tailored to their specific needs.”
Primary Location: Hidden Valley Branch
3100 S M-291 Highway | Independence, MO 64057
Heath Burch, CFP®, CTFA, ChSNC™
“I have the insight and experience needed to help develop a plan that’s suitable for both you and ultimately your loved ones."
Primary Location: Special Needs Planning Center
10601 Mission Road, Suite 10617 | Leawood, KS 66206
Rance Carlson, CFP®
“With the right plan in place providing the right solutions, there’s nothing you can’t do.”
Primary Location: Briarcliff Financial Planning Center
1251 NW Briarcliff Parkway, Suite 95 | Kansas City, MO 64116
Ashley Dickson
“I take pride in building a holistic life plan that offers peace of mind.”
Primary Location: Todd George Community Financial Center
1720 SE Blue Parkway | Lee's Summit, MO 64063
Mike Keeton, MBA
“Everyone has different needs, which is why it’s important to listen and be able to choose specific products to address their situation.”
Primary Location: North Oak Branch
9310 N Oak Trafficway | Kansas City, MO 64155
Joe Kraemer
“Financial peace of mind isn't just the credit union's purpose--it's my goal for you.”
Primary Location: Blue Springs Outer Road Branch
1800 S Outer Road | Blue Springs, MO 64015
Scott Pfeifer, CFP®
“It’s all about helping people build, manage and transfer their wealth in a way that reaches their goals.”
Primary Location: Tiffany Springs Branch
9060 NW Skyview Ave | Kansas City, MO 64154
Brett Rogers
“Understanding the importance of life insurance, disability insurance and long-term care planning not only protects you and your loved ones, but also the lifestyle your family expects.”
Primary Location: Nall Hills Branch
5601 W 95th Street | Overland Park, KS 66207
Todd Salzman, CFP®
“I believe in the credit union philosophy of building financial peace of mind.”
Primary Location: Olathe Branch
13590 S Black Bob Road | Olathe, KS 66062
Jason Seehusen
“It’s never too early or too late to get started.”
Primary Location:
10601 Mission Road, Suite 10617 | Leawood, KS 66206
Jason Tucker
“There is a strong relationship between success and having the right plan in place.”
Primary Location: Shawnee Station Branch
16110 W. 65th Street | Shawnee, KS 66217
Jeff Vineyard
“Closeness and familiarity is what helps me understand the unique needs, dreams and desires of the CommunityAmerica members I serve.”
Primary Location: Briarcliff Financial Planning Center
1251 NW Briarcliff Parkway, Suite 95 | Kansas City, MO 64116
Ron Yount, CFP®
“The best part of my job is helping people accomplish their financial goals.”
Primary Location: Shoal Creek Branch
8450 NE Flintlock Road | Kansas City, MO 64157