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
Josh Edens
"Financial peace of mind is not something that is just obtained, but more something you must continually work to maintain."
Primary Location: North Oak Branch
9310 N Oak Trafficway | Kansas City, MO 64155
Michael Foy, CFP®
"It’s my goal to build relationships with families through trust and confidence."
Primary Location: Rice Road Community Financial Center
825 NE Rice Road | Lee's Summit, MO 64086
Tysyn Hartman
"Success is accomplished by having a game plan you believe in that stays flexible when the circumstances change."
Primary Location: South Plaza Community Financial Center
5041 Main Street | Kansas City, MO 64112
Mike Keeton, CFP®, ChFC, 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
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
Daniel Wilkes, MBA
“If you don’t know where you’re going, any road will take you there. Let’s work together to set clear financial goals and plan the right course to reach them.”
Primary Location: Claycomo Branch
8100 Northeast US Highway 69 | Pleasant Valley, MO 64068
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
Securities and advisory services offered through CommunityAmerica Financial Solutions, LLC (“CAFS”), Member FINRA/SIPC. CAFS is a SEC registered investment advisor. Products offered through CAFS: are not NCUA/NCUSIF or otherwise federally insured, are not guarantees or obligations of the credit union, and may involve investment risk including possible loss of principal. CAFS is a wholly-owned subsidiary of CommunityAmerica Credit Union.