Founder and Financial Advisor
Instrumental Advisors, Inc., (IA) strives to be an innovative, boutique financial services firm offering fee-based investment advisory services, fee-based financial planning services, as well as fee-based and/or commission-based risk management services. Our goal is to be instrumental in the financial and personal success of our clients and their families. We consistently strive to provide high quality, old-world service utilizing the most up-to-date technologies for the protection and convenience of our clients. We are based in Overland Park, KS (a suburb of Kansas City) but work with clients across the country in the states in which we are registered/licensed. We work with people of all backgrounds but especially enjoy working with small business owners with their unique challenges and opportunities. We also enjoy the opportunity to assist charitable organizations with their endowments and have years of experience serving this niche.