Our experienced staff of financial professionals are here to help ensure you receive responsive service and that your financial strategies are executed flawlessly, every step of the way.

Kathy Elbert | Staff Associate

Phone: 816-333-2334
Fax: 816-333-2335

Kathy can help you with:

  • Preparing and processing all product line service request forms and correspondence
  • Processing additions and withdrawals for all insurance and investment accounts
  • Preparing letters of authorization for all product lines
  • Scheduling paramed exams

Roseanna Dillon | Staff Associate

Phone: 816-333-2334
Fax: 816-333-2335

Roseanna can help you with:

  • Accounts receivable and payable
  • Schedule appointments for Katheigh Degen and Raleigh Lang
  • Financial planning agreements, payments, delivery extensions and delivery receipts

Debra Windham | Staff Associate

Phone: 816-333-2334
Fax: 816-333-2335

Debra can help you with:

  • Placing investment trades
  • Answering any investment questions
  • Preparing investment recommendations and applications
  • Coordinating annual reviews


Marlene Volz | FLMI, PCS, AIAA, AIRC | Staff Associate

Phone: 816-333-2334
Fax: 816-333-2335

Marlene can help you with:

  • Answer any insurance /underwriting questions and requirements
  • Prepare insurance applications
  • Prepare insurance recommendations

Tina Spellman | Staff Associate

Phone: 856-305-2160

Tina can help you with:

  • Resetting eConnect™ website passwords
  • Connecting accounts to client websites and keeping them properly connected