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: Green Hills Financial Planning Center
8640 N Green Hills Road, Suite 41 | Kansas City, MO 64154
Ashley Dickson
“I take pride in building a holistic life plan that offers peace of mind.”
Primary Location: South Plaza Community Financial Center
5041 Main Street | Kansas City, MO 64112
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
Mike Persell, CFP®
“With the right financial planning, you can accomplish more than you ever thought possible.”
Primary Location: Blue Valley Branch
6280 W 135th Street | Overland Park, KS 66223
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: CommunityAmerica Corporate Office
9777 Ridge Drive | Lenexa, KS 66219
Ryan Smarr
“I truly love the peace of mind that my clients share with me when their financial lives make sense.”
Primary Location: Todd George Community Financial Center
1720 SE Blue Parkway | Lee’s Summit, MO 64063
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: Green Hills Financial Planning Center
8640 N Green Hills Road, Suite 41 | Kansas City, MO 64154
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