Heidi Rae Lafave

Greater Than Financial is a fee-only, fiduciary financial planning firm built to serve families in Savannah & St. Joseph, Missouri at every stage of life. We stand as a beacon of trust for pre-retirees who are wary of traditional financial advisors. With over 16 years of experience, our founder Wakefield has crafted a firm that prioritizes your financial well-being without the influence of commissions or conflicts of interest. Our approach is simple yet profound: we believe that finance is not just about growing wealth, but about enriching life. We're here to help you navigate the complexities of financial planning with the wisdom and care that only a dedicated fiduciary can provide. Whether you're planning for college expenses, career transitions, or the nuances of retirement, Greater Than Financial is your partner in creating a strategy that reflects your aspirations. Understanding the unique values of folks in St. Joseph and Savannah, we're committed to helping you discover the 'greater than' life you deserve. Our firm is your resource for transparent, tailored advice that aligns with your unique journey. If you're looking for a financial advisor who truly understands the needs of families and pre-retirees in St. Joseph or Savannah, Missouri, look no further than Greater Than Financial. Let's embark on this journey together, crafting a future that's not just secure, but truly greater.

Patrick Kirwan is the sole advisor at Kirwan Capital in St. Joseph, Missouri, holding Series 63, 65, and 66 licenses with 22 years of industry experience. He serves as director of K Plus Angus Ranch, Inc. and K & K Farming, Inc., family-owned farming and land management companies. Kirwan Capital provides discretionary portfolio management and financial planning services to individuals, high net worth clients, charitable institutions, corporations, and other businesses. The firm employs an intrinsic value investment philosophy for individual stock accounts and a low-cost asset allocation approach for ETF accounts, with a long-term holding orientation and individualized tax considerations.

Max Nelson is the sole advisor at BN Investment, LLC, an independent firm based in Amazonia, Missouri. He holds Series 63 and Series 65 licenses and has 23 years of industry experience. Nelson has led BN Investment since 2012. BN Investment, LLC provides discretionary portfolio management to individuals, trusts, and small businesses, focusing on U.S.-listed equities, ETFs, and related derivatives. The firm employs a combination of fundamental and technical analysis, routinely uses options and derivatives for income generation and risk management, and applies margin and intraday trading techniques within managed accounts.

Michael Jones is a financial advisor at Jones & Co. Wealth Advisory in St. Joseph, MO, holding a Series 65 designation with two years of industry experience. Prior to his advisory role, he worked for the Social Security Administration and held positions at Express Flight, Inc. and Transwest DBA Yellow Frog Graphics. He continues to work as a contact representative at the Social Security Administration. Jones & Co. Wealth Advisory is an independent, single-advisor firm providing discretionary portfolio management and advisory services to individuals, families, and a diverse range of institutional clients. The firm follows a goal-oriented, generally conservative investment approach focused on value investing with complementary allocations to fixed income, high-dividend, defensive, and growth strategies.

Hi I’m Donovan! I'm a financial planner that serves Millennials that tend to be at least one of the following: • high earners • tech professionals • equity compensated • inherited/sudden wealth / high-net worth Because of the unique challenges the above groups face I've created my financial planning process to focus on, but not limited to: • cash flow planning • equity/stock compensation • investments and investment management • tax planning I'd love to talk with you if you're fit the above and are looking to prosper with purpose. Visit the link below to learn more about my complimentary analysis: https://www.prospurposewealth.com/free-financial-analysis

Sidney Davis is a financial advisor at Family Investment Center in Saint Joseph, MO, holding a Series 65 designation with four years of industry experience. Prior to joining Family Investment Center, Davis worked at Goetz Credit Union and Kohl’s Department Store. Family Investment Center serves a diverse client base including individuals, families, charitable organizations, and businesses, offering portfolio management and comprehensive financial planning with a focus on tax preparation, insurance review, and retirement and estate planning. The firm employs a fundamental, long-term investment approach and manages approximately $596 million across more than 800 clients through a multi-advisor team.