Doug, Matt, Cory and Stacey are excited to announce that they have joined forces with Prosperity Advisors, headquartered in Overland Park, KS.
We have been part of Prosperity’s Network of Advisors for more than a decade, so we are very familiar with their associates, business practices and most importantly, how they care for clients. Our long relationship provides us with a high level of confidence and a strong sense of continuity. And our common affiliation with Cetera Advisors means a seamless transition so very little will change.
The integration with Prosperity Advisors will provide a deep bench of credentialed professionals that will allow us to provide a strong support system for you as our client not only today, but also for many generations into the future. The merging of our teams is expanding our experience and knowledge base in all the areas in which we have served you for years including retirement planning, tax planning, estate planning, insurance, college planning, and investments. In addition, we will have access to practice specialties that include employer retirement plan administration, small business succession, medical/dental practices, military/veterans, divorce, and more.
In addition, we will be adding a credentialed and experienced investment team, led by Brett Jergens, CFA, CFP® and Investment Adviser Representative. Brett and his investment team will provide frequent communication in various formats on market outlook, portfolio positioning, portfolio performance and contemplated changes. In addition, the team’s research will allow us to enhance our ability to continue to build unique portfolios that match your investment criteria and risk tolerance.
We, as part of Prosperity Advisors, will continue to provide your financial service's needs. In addition, you’ll also be introduced to other new team members from our planning team as they will assist us in serving you and helping you pursue financial confidence.
If you have any questions, please feel free to call us or visit www.prosperityadvisors.com to learn more.