Image
Account View
Image
  • Retirement Planning
  • Financial Planning
  • Business Wealth
  • Resources
    • Blog
    • Metcalf Money Moment
    • Test Your Retirement Knowledge
    • Test Your Investment IQ
    • Small Business Quiz
  • About Us
  • Contact

Starting Young: Setting up a Savings Account for Your Child

The Importance of Financial Literacy for Children’s Future Success. The importance of financial literacy for children cannot be overstated. One of the most effective ways to teach children about money management is by encouraging them to open a savings account. A savings account not only teaches children about the importance of saving money, but it also provides them with a …

Read More
savings account

Archives

  • March 2023
  • February 2023
  • January 2023
  • December 2022
  • November 2022
  • October 2022
  • August 2022
  • June 2022
  • May 2022
  • April 2022
  • March 2022
  • February 2022
  • January 2022
  • December 2021
  • November 2021
  • October 2021
  • September 2021
  • August 2021
  • July 2021
  • June 2021
  • May 2021
  • April 2021
  • March 2021
  • February 2021
  • January 2021
  • December 2020
  • November 2020
  • October 2020
  • September 2020
  • August 2020
  • July 2020
  • June 2020
  • May 2020
  • April 2020
  • March 2020
  • January 2020
  • December 2019
  • November 2019
  • October 2019
  • September 2019
  • August 2019
  • July 2019
  • May 2019
  • April 2019
  • March 2019
  • February 2019
  • January 2019
  • November 2018
  • October 2018
  • Retirement Planning
  • Financial Planning
  • Business Wealth
  • Resources
    • Blog
    • Metcalf Money Moment
    • Test Your Retirement Knowledge
    • Test Your Investment IQ
    • Small Business Quiz
  • About Us
  • Contact

6800 College Blvd Suite 320
Overland Park, KS 66212
Main: 913-214-3728

Disclosure

We take protecting your data and privacy very seriously. As of January 1, 2020 the California Consumer Privacy Act (CCPA) suggests the following link as an extra measure to safeguard your data: Do not sell my personal information.

Privacy Policy | Client Relationship Summary 

Securities offered through LPL Financial, a Member FINRA/SIPC. Investment advice offered through V Wealth Advisors, LLC a registered investment advisor.

The LPL Financial representative associated with this website may discuss and/or transact securities business only with residents of the states they are registered in or exempt from registration. The registered representatives associated with this site may only discuss and/or transact securities business with residents of the following states: AL, AZ, CA, CO, GA, IA, KS, MN, MO

V Wealth Advisors representatives provide investment advisory services through V Wealth Advisors, LLC under various business names including - Balzer Investment Management, Instrumental Advisors, Lucas Wealth Strategies, Metcalf Partners, Trimble Investment Group, Paschang & Associates, Wilborn Advisors, MTXE Capital Partners, V Wealth Management and V Wealth Advisors and the entities listed above are separate entities from LPL Financial. 

The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation.

Check the background of your financial professional on FINRA’s BrokerCheck.

Copyright 2020 Metcalf Partners

Image
  • Retirement Planning
  • Financial Planning
  • Business Wealth
  • Resources
    • Blog
    • Metcalf Money Moment
    • Test Your Retirement Knowledge
    • Test Your Investment IQ
    • Small Business Quiz
  • About Us
  • Contact

Mark Yount, CFA

Chief Financial Officer

As a seasoned financial professional with more than 20 years of experience, Mark brings expertise in investment advisory practices, investment banking, and corporate finance for firms ranging from start-up to Fortune 100 Financial Services companies.

Mark partners with advisors on developing financial metrics and reporting to measure performance, create efficiencies and drive growth. Mark is part of LPL Business Solutions, a service that provides industry-trained LPL professionals who can simplify operations and streamline LPL advisors’ practices.

Michael DiFrancesco

Admin Solutions Consultant

Michael DiFrancesco has worked with individual, institutional & high-net-worth clients for more than 20 years. Michael is an LPL Financial employee and is part of the Admin solutions program that supports multiple advisor’s businesses. Before joining LPL Financial in 2021, Mike worked for and is supported by some of the industry’s most respected firms including: Vanguard, Charles Schwab, Hartford Funds & First Niagara. Most recently, Mike was a Licensed Relationship Manager for Key Investment Services where he was responsible for the execution and oversight of customized planning and investment strategies.

Mike earned his B.S. degree from Drexel University. He holds FINRA® Series 7, 6 & 63 securities licenses with LPL Financial, as well as the PA Life, Accident & Health insurance licenses.

Born & raised in suburban Chester County PA, Michael also lived in Scottsdale AZ from 1995 – 2002. He now resides in South Carolina with his wife and two teenage sons. Outside of work Mike enjoys golf, music, sports and spending quality time with family.

Michael takes great pride in providing personalized attention and his dedication to helping guide others in pursuit of their financial goals.

Ethan Hutcheson, AAMS®

Partner/Wealth Manager

913-214-3728
ethan.hutcheson@metcalfpartners.com

Click here to schedule a time to meet or speak on the phone.

I hold a bachelors degree in Financial Services from Kansas State University. Go Cats! Prior to my role at Metcalf Partners I worked as a Wealth Consultant for a large National RIA headquarter in Kansas City where I worked with clients on a personal level helping design financial plans, asset allocation strategies and focus on new business development. I currently reside in Olathe, KS with my wife Shanna and our two Australian Shepherds, Harley and Koda.

The last book I read was: Goodnight Moon (I read this to my niece)

My sing along really loud in the car song is: Free Bird by Lynyrd Skynyrd

When not working, I am happiest doing: Hunting, fishing, snowboarding, hanging with the family and simply being outdoors.

When I retire, you will find me: In the mountains.

You’d be surprised that I: am a pretty decent cook.

My clients would describe me in three words as: reliable, accessible, honest

A charitable cause I care most about is: SASS-MoKan (Suicide Awareness Survivor Support)

The best and worst purchase I ever made was: I bought a Harley Davidson right out of college. I didn’t think that one through

If I could have a superpower, I’d choose: to fly

Someone should make an app for: The top rated Donut shop in every city. I love donuts.

Jeb Graham CFP®

Managing Partner/CEO

Direct   (913) 827-4618
Office (913) 214-3728
(913) 827-4640
jeb.graham@metcalfpartners.com

Click here to schedule a time to meet or speak on the phone.

I am a Kansas City native that grew up in the Blue Valley School System. I am married to my wife Alyssa and have two girls, Lydia and Lauren. I was active in high school athletics, playing basketball and tennis. After high school, I attended and graduated from K-State with a degree in Business Administration and an emphasis in Financial Services. I became a Financial Advisor in 2004 and achieved the CFP® (Certified Financial Planner) credential in 2009 at American College. In 2011, I decided to start my own company, using LPL Financial as my independent Broker Dealer.

The last book I read was: The Art of Happiness by Howard Cutler and the Dalai Lama.

My sing-along really loud in the car song is: I’m on Fire by Bruce Springsteen.

When not working, I’m happiest doing: Running, tennis, golf and lake activities.

When I retire, you’ll find me: In good weather all year long!

You’d be surprised that I: Wear ear plugs to bed every night.

My clients would describe me in three words as: Thorough, dependable, and sincere.

A charitable cause I care most about is: Helping underprivileged youth.

If I could have a superpower, I’d choose: Telepathy.

One thing I’ve done that I’m most proud of is: Being a father.

A life hack I’m surprised most people don’t know is: The Law of Attraction – thinking positively.

The person who inspires me most is: To name a few: Tiger Woods, Roger Federer, Steve Jobs, Henry Ford, Ghandi, and Martin Luther King, Jr.

My favorite family tradition is: Taking a summer vacation.

Eric Wymore

Partner/Wealth Manager

Direct   (913) 827-4609
Office (913) 214-3728
(913) 827-4640
eric.wymore@metcalfpartners.com

Click here to schedule a time to meet or speak on the phone.

I am originally from a small town in southeast Iowa and have been in the KC area for 13 ½ years. My wife, Becky, and I have 2 boys, Gabe and Nolan. I graduated from Iowa State University with a degree in finance. I began working with Banc of America Investments in 2002 until 2009 when I moved my practice to LPL Financial.

My sing along really loud in the car song is: I never shy away from a Tom Petty song, but I mostly listen to sports talk radio, NPR or a podcast.

When not working, I’m happiest doing: Spending time with my family. Playing sports with my boys in the backyard or binge watching our favorite show with my wife. I also love to golf.

When I retire, you will find me: On a warm beach during the winter and fishing in a canoe in Northern Minnesota during the summer.

You’d be surprised that I: Worked as a mascot for several professional sports teams while in college. Don’t ask me to do the Macarena dance.

My clients would describe me in three words as: Trustworthy, likable, transparent, also a good listener.

A charitable cause I care most about is: I have two. I sit on the board and am the chairman of the investment committee for El Centro Inc. I am active in the Kansas City Plaza Rotary Club, where I serve as a board member and sit on the KC Games for Good committee. The KC Games for Good is sort of like a corporate challenge for nonprofits. My role is to create the games that the teams compete in.

The best and worst purchase I ever made was: Worst purchase was a cheap charcoal grill. I used it twice and will never use it again. Best purchase was my Cole Haan dress shoes. I could run a marathon in these shoes.

If I could have a superpower, I’d choose: My favorite superhero is Superman so I have to go with the ability to fly.

One thing I’ve done that I’m most proud of is: I made it through my 30s. Transitioning my business to a new firm, my wife starting a new career as an attorney, the birth of my boys, my youngest having brain surgery at seven months old, moving to a new neighborhood and school district. A client told me once, “No one makes it through their 30s without challenges.” She was spot on.

A life hack I’m surprised most people don’t know is: You can open a bottle of wine with just a shoe.

The person who inspires me most is: I love a good underdog story.

My favorite family tradition is: Decorating the Christmas tree on the Friday after Thanksgiving.

Alyssa Morgan

Marketing Consultant

Alyssa Morgan handles all digital marketing initiatives for Metcalf Partners Wealth Management. Alyssa is an LPL employee and is part of the Marketing solutions program that supports multiple advisor’s businesses.

Alyssa was born and raised in Queens, NY. She moved to Charlotte, NC to finish up her degree at UNC Charlotte. Alyssa has 11 years of graphic design and marketing experience. Prior to becoming an employee with LPL Financial and working alongside Metcalf Partners Wealth Management, she worked for a wide variety of companies helping them expand their brand awareness and digital footprint.

When not working, I’m happiest doing: Cooking new recipes or hiking

My sing along really loud in the car song is: The Power of Love by Celine Dion

If I could have a superpower, I’d choose: Super Speed

When I retire, you will find me: Traveling to various Islands

My favorite family traditions are: Our annual family reunion

Victoria A. Loveall (Vicky)

Licensed Administrative Assistant/Operations Manager

(913) 214-3728
victoria.loveall@metcalfpartners.com

I was born in Missouri, and raised in Leawood, KS. However, since I was a child, every weekend was spent at our family farm. It is where I was so grateful to have been able to raise my two boys.

Education/Credentials:

High School: St. Teresa’s Academy

College: BS Journalism-University of Kansas

I have held a Series 6 and 63 licensing since 1994

After college graduation, I worked numerous years in public relations, and direct mail advertising

Through my twenty-five years in the industry, I have been able to gain experience in life insurance, investments, financial/retirement planning, estate planning, and tax preparation.

Registered license with LPL Financial since 2004

The last book I read was: Not My Father’s Son by Alan Cumming

When not working, I’m happiest doing: Nurturing my flower, herb, and vegetable gardens

When I retire, you will find me: Still trying to learn new things, and create new recipes with what I grow in our garden. And yes, you can be sure I will be traveling cross country to see our children and grandchildren!

You’d be surprised that I: Am a bee keeper!

My clients would describe me in three words as: Reliable, knowledgeable, tenacious

A charitable cause I care most about is: Alzheimers and Breast Cancer

If I could have a superpower, I’d choose: Teleportation, who likes wasting time traveling in a car or airplane!

Mae Christenson

Wealth Manager

(913) 214-3728
mae.christenson@metcalfpartners.com

I am originally from Indonesia, but also a long time resident of Lenexa, KS. I attended the University of Kansas where I received a Bachelor degree in Allied Health and Nursing and spent most of my young adult life in a hospital setting as a caregiver. It was here that I developed a deeply rooted understanding of the stresses and joys as a caregiver. Most caregivers fail to care for themselves first, which motivated me to study financial planning. Ultimately, this led to a decision to change careers. In 2007, I completed the Certificate in Financial Planning Program from the University of Missouri-Kansas City. In my free time, I enjoy spending time with my husband, Craig, and our dog, Ozzie.

The last book I read was: Finding Your Own North Star by Martha Beck. This book transformed my life and gave me the courage to be me in a totally different environment than my upbringing.

My sing along really loud in the car song is: Sober Up by AJR, a group from NYC. Its urban sound resonates with my childhood memory of growing up in the busy city of Surabaya.

When I retire, you will find me: Doing more volunteer work as Johnson County Master Gardener, which I started doing in my 30’s with the thought, “it requires so much knowledge, I’d better start when I still have all my faculties intact.” My favorite activity was giving gardening classes and having conversations with area gardeners on how to improve our air, water and soil quality via gardening and composting.

You’d be surprised that I: Am an introvert.

A charitable cause I care most about is: Physicians Committee for Responsible Medicine, a well run non-profit led by Neal Barnard, MD, who has the ability to execute my dreams of healthcare in America with global influences. I consider him the model of success.

Greg Bond

Partner

(913) 214-3728
greg.bond@metcalfpartners.com

Education/Credentials: CPA

My sing along really loud in the car song is: Christmas music (with my son).

When not working, I’m happiest doing: Traveling / Family

My clients would describe me in two words as: Always committed

Charitable causes I care most about are: Unbound

If I could have a superpower, I’d choose: Flying

The person who inspires me most is: President Truman

My favorite family traditions are: Family Vacation

Victoria Loveall (Vicky)

Partner

(913) 214-3728
(913) 827-4640
victoria.loveall@metcalfpartners.com

I was born in Missouri, and raised in Leawood, KS. However, when I was a child, every weekend was spent at our family farm. It is where I was so grateful to have been able to raise my two boys. I went to St. Teresa’s Academy then University of Kansas for a Bachelor of Science in journalism. After college, I worked numerous years in public relations and direct mail advertising for our industry and gained experience in life insurance, investments, financial/retirement planning, estate planning, and tax preparation. I have held a Series 6 and 63 licensing since 1994, plus a registered license with LPL Financial since 2004.

The last book I read was: Not My Father’s Son by Alan Cumming

When not working, I’m happiest doing: Nurturing my flower, herb, and vegetable gardens

When I retire, you will find me: Still trying to learn new things, and create new recipes with what I grow in our garden. And yes, you can be sure I will be traveling cross country to see our children and grandchildren!

You’d be surprised that I: Am a bee keeper!

My clients would describe me in three words as: Reliable, knowledgeable, tenacious.

Charitable causes I care most about are: Alzehimers and breast cancer.

If I could have a superpower, I’d choose: Teleportation, who likes wasting time traveling in a car or airplane?

Susan Friend

Administrative Assistant/ Office Manager

  (913) 214-3728
 (913) 827-4640
susan.friend@metcalfpdev.wpengine.com

I grew up in Spring Hill, Kansas and graduated college from Emporia State University with a Bachelor of Fine Arts in communication. I am married and live in Olathe, Kansas. I’m a mother of three boys (and two dogs) who I absolutely adore, and they keep me busy.

The last book I read was: Either Sisters Like Us by Susan Mallery or All Fall Down by Jennifer Weiner.

My sing along really loud in the car song is: Christmas music (with my son).

When not working, I’m happiest doing: Being at home with my boys and dogs, making handmade cards, wreaths, and no-sew blankets, and reading.

When I retire, you will find me: Hopefully, relaxing and finally doing a bit of traveling.

My clients would describe me in three words as: Kind, friendly, and helpful.

Charitable causes I care most about are: Pet rescues and St. Jude’s Children’s Hospital.

If I could have a superpower, I’d choose: Two of them, healing and a mimic power to mimic others powers and skills.

One thing I’ve done that I’m most proud of is: My children because they bring so much to my life.

A life hack I’m surprised most people don’t know is: Chapstick heals papercuts and stops the pain. Use foam spray window cleaner to clean car and home upholstery and carpet.

The person who inspires me most is: My parents.

My favorite family traditions are: Mom/son date nights, our annual family and friends Christmas party, Christmas eve church, dinner, movie and opening one present.

Alyssa Graham

LPL Registered Sales Assistant

I live in Overland Park with my husband, Jeb, two daughters, Lydia and Lauren, and our dog, Oliver. In 1999, I graduated from Kansas State University with a Bachelor of Science degree, emphasis on marketing. I spent 17 years at another financial firm working in several different departments, including Compliance and Municipal Bond Sales. I hold the Series 7 and 63 registrations with LPL Financial.

My sing along really loud in the car song is: Free Fallin by Tom Petty.

When I retire, you will find me: On the beach.

If I could have a superpower, I’d choose: To fly.

A life hack I’m surprised most people don’t know is: Spoons make great kiwi peelers.

My favorite family tradition is: Decorating for Christmas and seeing the Plaza lights.

John D. Jespersen

Financial Planner & Wealth Advisor

(913) 214-3728
john.jespersen@metcalfpdev.wpengine.com

My undergrad degree is from the University of Nebraska at Omaha Business Journalism. My graduate degree is from Benedictine College in Atchison, Kansas, Masters of Business Administration. To demonstrate to my commitment to always serving my clients best interest, I became credentialed as an Accredited Investment Fiduciary (AIF®).

The last book I read was: Mastering the Market Cycle: Getting the Odds on Your Side.

When not working, I’m happiest doing: Cycling, hiking or ice skating with family and friends.

When I retire, you will find me: Most likely not retired, but working fewer hours each week. I enjoy working with people too much to walk away entirely. Besides, those clients I see who continue to stay engaged and work at something they deem important last longer in life than those who stop finding purpose on a day-to-day basis.

You’d be surprised that I: Love living in downtown Kansas City. An urban lifestyle can actually be less stressful than suburban life once you get the hang of it. Living closer to people and sharing more means my family has less stuff and more fun.

My clients would describe me in three words as: Available, trustworthy, and nerdy.

A charitable cause I care most about is: The Kelley Lynn Lutz Memorial Scholarship Foundation, which provides college scholarships to students who have lost a parent to cancer.

The best and worst purchase I ever made was: My best purchase is my MacBook Air® or iPhone X®. My worst purchase was a truck that turned out to be a major lemon.

If I could have a superpower, I’d choose: My side-hustle superpower is driving a Zamboni® for making great ice for ice skaters, so I humbly admit that I already have a superpower. They call me John the Zamboni-Mon.

One thing I’ve done that I’m most proud of is: Simply being a solid husband for my wife, Katherine, and a dedicated father to Christian. I am a good son to my mother, helping her to age-in-place.

A life hack I’m surprised most people don’t know is: It’s about people. I think most people are awake and realize our purpose is to serve each other with as much authentic joy as possible. For those who don’t know it yet, this is the primary life-hack for finding happiness.

The person who inspires me most is: My wife, Katherine. We make a great team, and she continues to surprise me with the new things she learns and puts to use. She is incredibly humble, and I am so lucky to have her in my life. There is no one I am more comfortable spending time with than her. We can be together in complete silence and manage to have a splendid time. We don’t always have to be planning what’s next. We can be in the here-and-now most of the time. This quality is oh so precious and rare.

My favorite family tradition is: Reading aloud stories or books to each other. Also, watching old movies together.

Someone should make an app for: Ha…finding the nearest toilet when you are away from home and nature urgently calls. With the “Internet of Things” and G5 wireless on the way, we should even have an app that tells us stall-seat availability <wink>

Terry Garrett

Certified Public Accountant (CPA)

785-856-8291
Click Here to Learn More About How Terry Can Help You

Terry is a resident of Lawrence KS with over 14 years of professional accounting experience. He graduated from the University of Kansas in 2002 and became a licensed Certified Public Accountant in 2003.

His firm, Terry M Garrett CPA, was established in 2004. Terry specializes in business / individual tax planning and preparation and small business start-up consulting. He is actively involved in several professional and local public service groups. He is also the Treasurer of Cooper’s Cause Foundation, a local charity.

Allen Smith

Insurance Agent, Blue Valley Insurance Agency

913-451-0020
Click Here to Learn More About How Allen Can Help You

We are licensed professionals who are not limited to placing your insurance with just one carrier. We have the flexibility to choose the insurance company that can best serve your individual needs. Having choices for the protection of your interests is the practical advantage we offer you over other companies. Dedicated to providing the lowest cost options with the highest level of protection for local home and business owners.

Jason Salinardi

Estate Planner

816.627.5549
Click Here to Learn More About How Jason Can Help You

Bringing over fifteen years of experience in estate planning, business and tax law, Jason Salinardi joined Sandberg Phoenix in 2016. He focuses his practice on providing comprehensive, personalized estate planning counsel to couples, families, individuals and businesses. Jason has created an estate planning practice that not only helps families plan for their financial capital (what they own) but also for their human capital (who they are) and intellectual capital (what they know).

  • Over 15 years specializing in Estate, Trust and Tax Law
  • University of Missouri – Columbia and Kansas City Graduate (M.A. in Accountancy, J.D. and LL.M. in Taxation)
  • Specializes in Estate Planning for Special Needs