Kelly

Van Deusen

CMFC™

picture of a planner

Here to act in your best interests

About me

As a financial planner for over two decades, I’m very passionate about helping my clients and their families achieve their financial goals and dreams. I work closely with my clients in areas of financial planning, and post-retirement income strategies.

Certifications

Chartered Mutual Fund Counselor™

Education

Attended, - Community College of the Air Force

Visit one of our Locations

Kansas City III - Lee's Summit (Appt Only)

210 SW Market Street

Lee's Summit, MO 64063

Kansas City I - Overland Park

10950 Grandview Drive

Suite 600

Overland Park, KS 66210

Working with Us

The further you go in your financial life, the more complex it becomes. That’s why you need a partner who can help you plot a course. Whether you’re accumulating wealth, transitioning into retirement or strengthening your legacy, your financial planner is by your side along the way. From tax planning to estate planning, your planner can also tap into our in-house experts for an extra layer of financial planning insight as well as our client service associates who can provide you with additional resources and support.

 

Certain services provided on an educational and guidance basis only.

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