Our Team

Barbara McMahon, CFP®, MBA, CMFC®, CRPC® is an active member and past president of the Financial Planning Association of Greater Kansas City and has served on an FPA national council. She is on the board of the Southtown Council after serving as an officer for several years on the Brookside Business Association. She has been quoted in The Kansas City Star, the Wall Street Journal and industry publications and is a regular contributor to KCUR’s Up-to-Date program as a member of the local FPA’s Public Awareness committee. She specializes in meeting the financial needs of individuals and couples nearing or in retirement, along with women and small business owners.

 

Brad Hemmer, CMFC®, is focused on assisting young families address needs like investments, college planning and life insurance. He also works to get them ahead of the curve with retirement planning.

 

 

 

 

Janine Bell, EA, MBA, joined the firm as an Advisor Assistant in 2011. She supports Barbara and Brad in meeting client needs, and expanded her duties to office management as well as accounting and tax preparation for individuals and small companies. In addition, Janine has her own accounting practice, J9 Accounting LLC.

 

 

 

 

Bruce Couch joined the firm as an Advisor Assistant in 2015.  He also supports Barbara and Brad in meeting client needs.