Designations and Licenses

Rusty is a CERTIFIED FINANCIAL PLANNER™ professional, a Certified Private Wealth Advisor^®, and maintains his life, health and variable annuity insurance licenses.

Experience and Education

Rusty provides comprehensive wealth management for high-net-worth families, business owners, executives and retired individuals. He offers a wide range of wealth solutions, including investment management, tax consulting, cash flow analysis, estate planning and wealth transfer strategies to help clients achieve their goals. Additionally, Rusty is part of the Midwest Leadership group that helps manage and oversee the firm’s Overland Park, St. Louis and Wichita offices.

Rusty has a bachelor’s degree in finance from the University of Kansas. He is a member of the board of directors and a past president of The Society of Financial Service Professionals.

Personal Interests

In his free time, Rusty likes to spend time with his wife Kelly and two boys, Jack and Leo. He also enjoys traveling, loves to golf and supports the charitable giving efforts of the Mariner Foundation.