Omnia offers business and executive tax consulting, exit planning, key person plan design, and pension administration and compliance services.

RISE offers tax consulting, financial planning, insurance, and pension administration services to closely-held businesses. Our consultative process is comprehensive and inclusive of fellow financial professionals. We specialize in fiduciary oversight, advanced plan design, executive carve out plans, succession planning, risk mitigation strategies, corporate tax minimization and fractional CFO services.www.riseconsultingus.com info@riseconsultingus.com(913) 363-7401

Retirement plan consultant, supporting institutional pension clientele with plan administration, participant education, and fiduciary due diligence matters. Provide advanced ERISA plan design and non-qualified benefits consulting.

Financial Advisor and Retirement Plans Advisor consultant for the states of CO, KS, MO, NE, IA, OK, and AR. Specialties include consulting on 401(k), 403(b), Non-ERISA 403(b) 457(b), 457(f), 457 Governmental, Defined Benefit, ESOP, MEP/PEOs and Nonqualified retirement plans.

Retirement Plans Consultant covering the states of KS and MO. Specialties included 401(k), 403(b), ERISA 403(b) 457(b), 457(f), 457 Governmental, Defined Benefit, ESOP and Nonqualified retirement plans. Coached and educated Financial Advisors and Retirement Plan Advisors in the following areas: • Sales consults/presentations to prospective clients• Business development strategies• Plan design analysis• Investment benchmarking and analysis• Employee education•… Show more Retirement Plans Consultant covering the states of KS and MO. Specialties included 401(k), 403(b), ERISA 403(b) 457(b), 457(f), 457 Governmental, Defined Benefit, ESOP and Nonqualified retirement plans. Coached and educated Financial Advisors and Retirement Plan Advisors in the following areas: • Sales consults/presentations to prospective clients• Business development strategies• Plan design analysis• Investment benchmarking and analysis• Employee education• Fiduciary Liability Show less

Advisor consultant for the state of MI. Relationship building within Territory Sales division. Provided consultative services to Financial Advisors by offering timely economic/financial markets updates, insights on investment advisory best practices and educating them on American Century's investment solutions.

Provided comprehensive financial planning services to affluent individuals ($1m or more in assets) which included tax, retirement, estate, long-term care, life and umbrella insurance, business succession, and cash-flow management strategies. On open-architecture platform, leveraged various asset types to build and manage customized investment portfolios tailored to each client. Inaugural member of Sales Initiative Team, charged with evolving the firm's sales culture and promoting collaboration… Show more Provided comprehensive financial planning services to affluent individuals ($1m or more in assets) which included tax, retirement, estate, long-term care, life and umbrella insurance, business succession, and cash-flow management strategies. On open-architecture platform, leveraged various asset types to build and manage customized investment portfolios tailored to each client. Inaugural member of Sales Initiative Team, charged with evolving the firm's sales culture and promoting collaboration between lines of business/seasoned and developing sales talent. Show less