About

I can help you address:

  • Investing principles and strategies
  • Retirement investing and distribution strategies
  • Estate conservation issues
  • Risk management

I can also answer your questions, including:

  • Can I retire early?
  • Are my investments working hard enough?
  • What’s the best approach for college savings?
  • What are the elements of a sound estate strategy?
  • Do I have enough life insurance for my family? 

Patti Payne

Administrative Assistant

913-322-2100

913-322-2101

Patti.payne@instrumentaladvisors.com

Patti brings over 15 years of office experience in various industries including construction, appraisals and special education. She enjoys working with clients and brings her enthusiasm and strong work ethic to the office every day....

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R. Brook Menees, CFP®

Founding Partner & Financial Advisor

913-322-2100

913-322-2101

Brook.Menees@InstrumentalAdvisors.com

Brook is a CERTIFIED FINANCIAL PLANNER TM  professional with over 25 years of experience as a financial advisor. He works tirelessly to assist business owners and individuals who have the financial resources to build and preserve their...

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