Team Corner

In Articles: Kansas City Office, Team Spotlights, Winter 2024 by Scott Dougan

Welcome to the Team

Joe Wild, Paraplanner

Joe graduated from Kansas State University in 2019 with a degree in History. He previously worked in the life insurance industry as well as in the banking industry. Joe prides himself on his ability to build strong personal relationships with clients to help them feel confident in their financial decisions. In his free time, Joe enjoys playing guitar as well as spending time with family and his two cats Eric and Claudia. 

Congratulations Lindsay Platt

Lindsay recently passed her Kansas Insurance Examination. We’re so proud of her.


Welcome Takshvi

Pratik and his wife, Amisha welcomed their third child on December 5th. Takshvi is a Sanskrit word that means “Goddess of Wealth.”


Tyler’s New Addition

Tyler and Hannah welcomed their first puppy on December 26th. His name is Willie.