Overland Park, Kansas
Retirement planning,
rooted in Kansas City
A Kansas City team guiding retirees and high-net-worth families through the shift from building wealth to living on it, backed by the planning, investment and tax resources of a national firm.
A familiar team for
the years that matter most
For more than two decades, retirees and high-net-worth families across Johnson County and greater Kansas City have leaned on this team for straightforward, unbiased advice, the kind that comes from advisors who know your name, your family and the plan you have been building for years.
As part of WealthPlan Group, that same personal relationship now carries the integrated planning, investment and tax resources of a national organization, without changing who answers the phone.
Built for retirement and the wealth behind it
Most of the families this team serves are at or near retirement, with real questions about income, taxes and what they will leave behind.
Retirees & Pre-Retirees
Turning a lifetime of savings into dependable income, with a clear answer to “can I retire, and will it last?”
High-Net-Worth Families
Coordinated planning across investments, tax and estate, often spanning two or three generations.
Business Owners
Preparing for the transition out, so the sale of what you built funds the retirement you want.
Comprehensive planning, coordinated as one
Retirement income, investments, taxes and legacy, handled by one team so no decision is made in isolation.
Retirement Income Planning
Distribution strategies built to last as long as you do.
Learn moreWealth Management
Coordinated oversight of your complete financial picture.
Learn moreInvestment Management
Disciplined, objective portfolios matched to your income needs.
Learn moreTax Planning
Withdrawal sequencing and strategies to reduce lifetime taxes.
Learn moreEstate Planning
Passing on what you have built, to family and the causes you love.
Learn moreInsurance Solutions
Risk management and long-term care considerations for retirement.
Learn moreThe people behind your plan
Kansas City team members backed by the full depth of WealthPlan Group.
Randy Coble
Senior Wealth Advisor
With more than 30 years in the advisory industry, Randy helps clients across the country navigate investment portfolios, financial planning, insurance strategies and tax solutions. A Kansas State University finance graduate who completed the University of Missouri’s financial planning program, he is also committed to mentoring future advisors and supporting education in his community.
Brent McCune
Senior Wealth Advisor
Brent helps individuals and families pursue their goals through thoughtful financial planning and long-term strategies. A Kansas native and former University of Kansas football player, he began his financial-services career in 1985 and remains deeply involved in Kansas City-area civic and youth organizations.
Allison Davis
Associate Wealth Advisor
Allison focuses on creating meaningful client experiences through clear communication, organization and careful follow-through. A lifelong Kansas City resident and University of Kansas graduate, she brings experience across client service, operations, events and marketing.
Drew Coble
Associate Wealth Advisor
Drew helps individuals and families build confidence in their financial future through strong relationships and thoughtful guidance. A University of Kansas finance graduate, he holds a life insurance license and is working toward the CFP® certification.
Alissa Nest
Director of Operations
Alissa keeps the client and advisory experience running smoothly through organized, attentive operations. With nearly two decades in financial services, she supports client service, compliance, licensing, scheduling, fee processing and office operations.
Visit the Kansas City office
Overland Park, KS 66210
Begin a conversation with the Kansas City team
Whether you are a year from retiring, already drawing income, or thinking about what you will pass on, we would be glad to talk.
Schedule a ConversationWealthPlan Group Overland Park
9001 West 110th Street, Suite 280 Overland Park, KS 66210