Connor is the owner of the Kelley Law Firm. Before founding the firm in 2022, he practiced at a boutique Kansas City law firm, gaining valuable experience in Estate Planning, Probate, and Trust Administration. Connor earned his law degree from the University of Missouri-Kansas City School of Law in 2019 after completing his B.S. at Southeast Missouri State University in 2016. …
Cortney Dale is a dedicated insurance professional and the founder of Sunflower Insurance Solutions (SIS)—an independent insurance brokerage specializing in health coverage for both seniors and individuals under 65. Since establishing SIS in 2015, Cortney and her team have helped hundreds of individuals navigate the complexities of insurance, ensuring they find plans tailored to their unique needs. With a Bachelor of Arts …
Investment Advisor Representative 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 …
Office Manager Bio coming soon.
Client Service Specialist Lindsay provides administrative support to our client accounts. She has nearly eight years of administrative experience working in financial services, and she truly enjoys building strong relationships with clients. Lindsay was born and raised in the Kansas City area and graduated from Pittsburg State University. She and her husband, Aaron, have two children, Stella and Truman. In …
CPA, Director of Tax Pratik is a graduate of UMKC and received both his Bachelor of Business Administration with an emphasis in Finance and Bachelor of Science in Accounting. He is a Certified Public Accountant licensed in the state of Kansas. Pratik has over 13 years of tax experience in the areas of state and local tax credits, individual and …
Client Services Specialist Katie is the friendly voice you hear when you call the office and the bright and cheerful face you’ll see when you walk in. Katie was born and raised in “The Good Life” of Nebraska, go Huskers! She has an extensive background of over 8 years in Pediatric Dentistry, as a dental assistant. She moved to Kansas …
Technology & Finance Director Adam joined our firm in 2015 after obtaining his Bachelor of Science in business with accounting focus from Emporia State University. Adam enjoys spending time with family, camping and kayaking. He also enjoys watching football and baseball. Adam resides in Topeka, Kansas, with his wife and their two sons.
Senior Director of Client Services Jacque joined our firm in July 2013. Jacque provides complete administrative support and takes a proactive role in developing deeper relationships with the families that we serve. Jacque’s attention to detail allows her to efficiently process applications in an accurate and timely fashion. She executes client service requests in regard to their custom retirement plan, …
Director of Operations Jennifer serves as the director of marketing and oversees daily operations in the office. As the team has grown, Jennifer has taken on additional roles that ensure smooth daily operations. Jennifer loves planning all the fun and exciting events we host. She is an avid fitness instructor and enjoys spending time with family in Portland, Oregon, and …
