In other wonderful personal news from our team. Our advisor, Dallin Bunnell, and his wife, Rachel, are expecting their first child this July. It is an exciting milestone for their growing family, and we could not be happier. As Dallin prepares for this new chapter, please be assured that our team has planned accordingly to ensure continuity of service. Should …
Cory’s daughter, Ava, is a senior at Copper Hills High School and was accepted to continue her education at the University of Kansas, starting in the fall of 2026. She plans to major in Sports Management and has applied to be a team manager for the men’s basketball team at KU. It’s a big transition for her, but with the …
Have you ever witnessed an accident, whether it was a car crash, someone collapsing, or a sudden medical emergency? For a split second, your instincts tell you to help… but then another thought sneaks in: “Someone else will take care of it.” That quiet hesitation is so common that psychologists have a name for it: the bystander effect. It describes how, when …
How can another year have come and gone so quickly? It seems like yesterday we were making sense of 2025, another year full of surprises, resilience, and reminders that the world (and the markets) rarely follow a script. Inflation cooled but not without a few bumps. Interest rates stayed higher than we’d grown used to, testing patience and portfolios alike. …
Born November 22nd Tyler and Hannah Moison welcomed Thomas James into the world on Saturday, November 22nd. Mommy, baby and daddy are all doing great.
Fewer Emails. Greater Financial Impact. If you choose to remain on our VIP list, you’ll hear from me less often—but with far more purpose behind every message. Your time and your inbox are important, and I want to ensure each communication you receive directly supports your financial clarity, confidence, and long-term goals. Going forward, my updates will focus on what …
A Thoughtful Start to 2026 Winter has a way of slowing things down. The calendar turns, the pace softens, and there’s a natural invitation to pause, especially as we step into a new year. While January often comes with pressure to make bold resolutions, I’ve found that the most meaningful progress usually starts with quieter reflection. As we enter 2026, …
Friday, March 6th: 10:30 am – 12:30 pm 3801 Topping Avenue, Kansas City MO 64129 Light refreshments served Please follow these instructions to register online for your reserved event(s): 1. Visit the Harvesters Community Food Network event registration page: https://cerv.is/0015rERG 2. Select your desired event and follow the on screen instructions to access the CERVIS registration system. If this is …
For many retirees, the home is more than a place to live, it’s one of the largest assets on the balance sheet. Yet home equity is often overlooked or underutilized in retirement planning. When thoughtfully integrated into a broader financial strategy, home equity can provide flexibility, resilience, and peace of mind throughout retirement. The key isn’t viewing your home as …
Talking with Adult Children About Aging Plans: Why the Conversation Matters Over the holidays, Marsha found herself packaging up Christmas dinner leftovers with her adult daughter to feed the grandkids for days to come. What she didn’t expect was the conversation they had about the future and what may come next for Marsha after she can no longer continue to …
