Beyond Wealth Advisors is a financial services firm driven by our purpose and passion to help clients navigate toward living a fulfilled life personally, professionally, financially and spiritually. It’s a responsibility we take very seriously. BWA offers a personalized and customized approach when serving its diverse mix of individuals, families, retirees, business owners and non-profit organizations, many of whom are area residents.
The BWA team is led by partner, chief investment officer and financial advisor Dennis Bacon CPA, CFP®, and partner and financial advisor John Kliewer CMFC®. The team also includes financial advisors JC Ganote, Kelley Manning and Steve Strader, CRPC® and director of product research, BWA and branch associate, RJFS Grant Goering. Client service associates Michell Hansen, Pam Kearney and Jessy Stoecklein round out the team and provide outstanding client service - a hallmark at Beyond Wealth.
Our BWA team lives, works, plays, worships and volunteers in the Lee’s Summit community. We enjoy serving and finding ways to make a difference in the lives of others. We pursue opportunities and support organizations that align with our values. Organizations that are passionate and pursue a mission of significance, those generous toward the clients they serve, and those with leaders who embody excellence and integrity.
Area community organizations we support through board & leadership positions and other volunteer efforts include: Abundant Life Food Pantry, Lee’s Summit Chamber, Summit Christian Academy, Lee’s Summit School District, Called to Greatness, Freedom Hoops, Hillcrest Transitional Housing, Kansas City Fellowship of Christian Athletes, Lake Lotawana Optimist Club and Resource Health.
To meet our team and learn more about us, please visit our website at www.beyondwealthadvisors.com.
Securities offered through Raymond James Financial Services, Inc. Member FINRA/SIPC. Investment advisory services are offered through Raymond James Financial Services Advisors, Inc. Beyond Wealth is not a registered broker dealer and is independent of Raymond James Financial Services.
Raymond James is not affiliated with and does not endorse the opinions or services of the community organizations listed above.