SRG Financial Advisors specializes in meeting the needs of successful families and top-of-their-field professionals who, among other things, aspire to a work-optional lifestyle and have the desire to secure their investment legacy.
Our experience acquired over decades in business constantly reminds us of the fluid and dynamic nature of the journey to financial independence. With this philosophy in mind, we use our process, The Mile Marker FORMula, to craft individual plans for each of our clients, allowing them to have peace of mind as their lives unfold and their needs evolve.
We are an independent firm which means we don't have an ax to grind. It also means we have access to investment products and insurance companies from all over the nation so we can offer recommendations that are in our clients' best interests, not a one-size-fits-all approach that can sometimes happen with a captive financial advisor.
Wealth Advisor/Managing Partner
Bill coordinates the financial planning process and helps identify your goals, recognizing that some of those goals will change as your life unfolds and your needs evolve. He and his team implement customized strategies all as part of the proprietary process, The Mile Marker FORMula.
Director of Client Services/Managing Partner
Genise is responsible for following up on client requests. She is a registered tax preparer and assists with tax filing for all clients as well as tax planning throughout the year. She also holds her Investment Adviser Series 65 license. She keeps the front of the office running smoothly and ensures a warm, welcoming environment for clients as they engage with the team.
Tyler supports individuals and families at any stage of life including those close to retiring or who have retired. His areas of focus are income planning, wealth protection, asset preservation and growth, tax efficiency, and legacy planning. It is his goal to create and implement a comprehensive financial plan for you based on your individual situation.
Director of Insurance Services
Chris specializes in insurance planning strategies to meet the various needs of clients throughout their retirement journey. Insurance planning covers a wide scope ranging from long-term care protection to life insurance planning.
Director of Strategy and Technology
Dan leads the SRG Financial Advisors Omnichannel marketing and delivery program. This includes the selection, implementation, and operation of digital solutions like websites, video conferencing, and digital vaults for clients and office personnel, and the integration of these solutions with traditional channels like in-person meetings and print marketing. The goal is for clients, trusted advisors, and delivery partners to have the same high-quality experience across all communication or service delivery channels.
Director of Client Relations
Aubree is responsible for scheduling visits, assisting clients during the onboarding process including account technology, and providing administrative support. She handles all client events and marketing initiatives. She also ensures that the advisors have all the assistance necessary to create efficient, productive client interactions.
Director of Operations (Kansas City & Columbia Offices)
Maria provides operational support for our Kansas City and Columbia offices. From onboarding, to implementation and servicing, she oversees the execution of The Mile Marker FORMula for the advisors in these markets.