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Luke D
Series 65
Overland Park, KS
Keen Wealth advisors
Luke Dandar is an advisor at Keen Wealth Advisors with a Series 65 credential and one year of industry experience. His prior work includes roles at Stepp & Rothwell, Central Trust, Central Bank of the Midwest, and the University of Kansas. Keen Wealth Advisors serves individuals, including high-net-worth households, trusts, pension and profit-sharing plans, and business entities with portfolio management, financial planning, and retirement plan services. The firm manages approximately $1.23 billion in assets, primarily on a discretionary basis, and employs a multi-method investment analysis framework using ETFs, mutual funds, stocks, and bonds.
Tyler J
Series 65
Overland Park, KS
Keen Wealth advisors
Tyler Jouret is a financial advisor at Keen Wealth Advisors with one year of industry experience. He holds a Series 65 designation and has prior experience at AGI Suretrack and PrairieStone. Jouret serves as a Staff Sergeant in the Kansas Army National Guard, where he trains and supervises a High Mobility Artillery Rocket System (HIMARS) crew. Keen Wealth Advisors provides comprehensive portfolio management and financial planning services primarily to individuals, trusts, and retirement plans. The firm manages approximately $1.23 billion in assets using a multi-method investment analysis framework and discretionary portfolio management.
Quinton V
Series 65
Overland Park, KS
Keen Wealth advisors
Quinton Vlach is a financial advisor at Keen Wealth Advisors in Overland Park, KS, holding a Series 65 credential with one year of industry experience. His prior roles include positions at Powercat Financial and Prosperity Planning Inc., as well as leading V&C Travel, LLC since 2026. He also managed Vlach's Lawn Care for six years. Keen Wealth Advisors serves individuals, trusts, pension and profit-sharing plans, and business entities with comprehensive portfolio management, financial planning, and retirement services. The firm manages approximately $1.23 billion in assets, primarily on a discretionary basis, and employs a multi-method investment approach using ETFs, mutual funds, individual securities, and periodic portfolio rebalancing.
Dione R
Series 65
Overland Park, KS
Keen Wealth advisors
Dione Ramos is a Series 65-credentialed advisor with Keen Wealth Advisors, based in Overland Park, KS, with experience spanning several roles since 2014, including positions in financial services and education. Prior to joining Keen Wealth Advisors, Ramos worked at Crosspoint Wealth Partners and Meritrust Credit Union and has been involved with Powercat Financial at Kansas State University. Keen Wealth Advisors serves individuals, trusts, pension and profit-sharing plans, and other business entities primarily focusing on retirement planning and comprehensive portfolio management. The firm manages approximately $1.23 billion in assets using a multi-method investment analysis approach and offers discretionary portfolio management integrated with written financial planning.
William K
Series 63, Series 65
Overland Park, KS
Keen Wealth advisors
William Keen is a financial advisor with Keen Wealth Advisors in Overland Park, KS. He holds Series 63 and Series 65 licenses and has 33 years of industry experience. Prior to joining Keen Wealth Advisors in 2014, he worked elsewhere in the financial sector. Outside of his advisory role, Keen is an author and volunteers as a pilot for the nonprofit Angel Flight, where he also serves as treasurer. Keen Wealth Advisors serves individuals planning for and in retirement, including high-net-worth clients, as well as trusts, pension and profit-sharing plans, and business entities. The firm provides comprehensive portfolio management, financial planning, and retirement-plan advisory services, managing approximately $1.04 billion in client assets with a discretionary approach that integrates written financial plans and active portfolio management.
Elijah F
Series 65
Overland Park, KS
Keen Wealth advisors
Elijah Fleming is a financial advisor at Keen Wealth Advisors in Overland Park, KS, holding a Series 65 designation. He has recently started his career in the industry and has prior experience working at the University of Missouri - Columbia and in concessions roles at state parks. Keen Wealth Advisors serves individuals planning for and in retirement, including high-net-worth clients, as well as trusts, pension and profit-sharing plans, and business entities. The firm offers comprehensive portfolio management, financial planning, and retirement-plan advisory services, managing approximately $1.04 billion in client assets with a focus on discretionary account management and a blend of fundamental and technical analysis.
Noah W
CFP®, Series 65
Overland Park, KS
Keen Wealth advisors
Noah Wildman is a CFP® and holds a Series 65 license with three years of industry experience. He currently works at Keen Wealth Advisors in Overland Park, KS, where he has been since 2022. His prior experience includes roles at Arrow Wealth Advisors and several positions outside the financial industry. Keen Wealth Advisors serves individuals, including high-net-worth households, trusts, pension and profit-sharing plans, and other business entities, focusing on retirement planning and comprehensive portfolio management. The firm employs a multi-method investment analysis framework and manages approximately $1.23 billion in assets, primarily on a discretionary basis.
Sherri B
CFP®, Series 66
Overland Park, KS
Keen Wealth advisors
Sherri Bliss is a CFP® professional with eight years of industry experience, currently serving at Keen Wealth Advisors in Overland Park, KS. She has held roles at several firms including Chinquapin Trust Company and Edward Jones. In addition to her advisory work, she holds insurance licenses for life, health, and variable lines but is not actively involved in insurance sales. Keen Wealth Advisors serves individuals, high-net-worth households, trusts, and business entities with comprehensive portfolio management, financial planning, and retirement plan services. The firm manages approximately $1.23 billion in assets, primarily on a discretionary basis, using a multi-method investment analysis framework and an institutional technology platform.
William M
CFP®, Series 65
Overland Park, KS
Keen Wealth advisors
William Mc Donald is a CFP® and holds a Series 65 license with four years of industry experience. He is currently with Keen Wealth Advisors, joining the firm in 2024 after working at Creative Planning, LLC and Security Bank of Kansas City. Prior to his financial services career, he was affiliated with the University of Kansas. Keen Wealth Advisors serves individuals, including high-net-worth households, trusts, pension and profit-sharing plans, and other business entities by providing comprehensive portfolio management, financial planning, and retirement plan services. The firm manages approximately $1.23 billion in assets, primarily on a discretionary basis, employing a multi-method investment analysis framework and utilizing institutional technology for client reporting and service delivery.
Jeb F
CFP®, Series 65
Overland Park, KS
Keen Wealth advisors
Jeb Flynn is a CFP® and Series 65-licensed financial advisor with six years of industry experience, currently with Keen Wealth Advisors. His prior roles include positions at Sound Stewardship, LLC and American Lawn and Landscape. Since June 2024, he has served as an adjunct professor at Kansas State University, teaching financial planning courses. Keen Wealth Advisors serves individuals planning for and in retirement, including high-net-worth clients, trusts, pension and profit-sharing plans, and business entities. The firm offers comprehensive portfolio management, financial planning, and retirement-plan advisory services, managing over $1 billion in client assets through discretionary account management and a blend of fundamental and technical analysis methods.
Ryan K
CFP®, Series 65
Overland Park, KS
Keen Wealth advisors
Ryan Kohr is a CFP® with three years of industry experience, currently serving as a financial advisor at Keen Wealth Advisors. Prior to joining Keen Wealth Advisors, he worked at Powercat Financial and has a background that includes roles at Kansas State University and Camp Wood YMCA. Keen Wealth Advisors primarily serves individuals planning for and in retirement, including high-net-worth clients, as well as trusts, pension and profit-sharing plans, and business entities. The firm offers comprehensive portfolio management and financial planning services, managing approximately $1.04 billion in client assets through discretionary account management and a combination of fundamental and technical analysis.
Joshua H
CFP®, Series 65
Overland Park, KS
Keen Wealth advisors
Joshua Hill is a CFP® with five years of industry experience, currently serving as a financial advisor at Keen Wealth Advisors since 2019. Prior to joining Keen, he worked at EY from 2015 to 2019. Hill holds an active CPA designation but does not offer accounting or tax services to his advisory clients. Keen Wealth Advisors primarily serves individuals planning for and in retirement, including high-net-worth clients, as well as trusts, pension and profit-sharing plans, and business entities. The firm provides comprehensive portfolio management, financial planning, and retirement-plan advisory services, managing approximately $1.04 billion in client assets through discretionary account management and a combination of fundamental and technical analysis.
Hunter S
Series 65
Overland Park, KS
Keen Wealth advisors
Hunter Smith is a financial advisor at Keen Wealth Advisors with a Series 65 designation and two years of industry experience. His prior work history includes roles at Financial Avenues LLC, Central Bank of Warrensburg, and the University of Central Missouri. Keen Wealth Advisors serves individuals, trusts, pension and profit-sharing plans, and other business entities, focusing on retirement planning and comprehensive portfolio management. The firm manages approximately $1.23 billion in assets, using a multi-method investment analysis framework and offering discretionary portfolio management alongside educational events and legacy third-party manager relationships.
Abel B
Series 65
Overland Park, KS
Keen Wealth advisors
Abel Bonga is a financial advisor at Keen Wealth Advisors in Overland Park, KS, holding a Series 65 credential with approximately one year of industry experience. His prior roles include positions at the Office for Financial Success and Kohl's, as well as work in various other sectors. Keen Wealth Advisors specializes in serving clients planning for and living in retirement, including high-net-worth individuals, trusts, and business entities, offering portfolio management, financial planning, and retirement plan services. The firm manages over $1.2 billion in assets, primarily on a discretionary basis, and employs a multi-method investment analysis framework incorporating fundamental, technical, cyclical, and money-flow techniques.
Matthew W
CFP®, Series 66
Overland Park, KS
Keen Wealth advisors
Matthew Wilson is a CFP® with 21 years of experience, currently serving as an advisor at Keen Wealth Advisors. He has been with Keen Wealth Advisors since 2014 and holds a Series 66 license. Outside of his advisory role, Wilson is involved in several automobile-related ventures, including ownership and operation of racing and driving event LLCs. Keen Wealth Advisors primarily serves individuals planning for and in retirement, including high-net-worth clients, as well as trusts, pension and profit-sharing plans, and business entities. The firm offers comprehensive portfolio management, financial planning, and retirement-plan advisory services, managing approximately $1.04 billion in client assets through discretionary account management and a blend of fundamental and technical analysis.
James F
Series 65
Overland Park, KS
Keen Wealth advisors
James Forsyth is a financial advisor with Keen Wealth Advisors in Overland Park, KS, holding a Series 65 credential. He has recently transitioned to the financial industry following a 20-year career in the United States Army and two years as a military retiree. Forsyth also has experience operating Open Petal Farm. Keen Wealth Advisors serves individuals, including high-net-worth households, trusts, and business entities, focusing on retirement planning and comprehensive portfolio management. The firm manages approximately $1.23 billion in assets using a multi-method investment analysis framework and offers discretionary portfolio management combined with financial planning.
Matthew M
CFP®, Series 65
Overland Park, KS
Keen Wealth advisors
Matthew Miller is a CFP® and holds a Series 65 license, currently serving as a financial advisor at Keen Wealth Advisors with two years of industry experience. His prior work includes roles outside of finance, such as positions at You Move Me and MCCARTHY CHEVROLET. Keen Wealth Advisors primarily serves individuals planning for and in retirement, including high-net-worth clients, as well as trusts, pension and profit-sharing plans, and business entities. The firm provides comprehensive portfolio management, financial planning, and retirement-plan advisory services, managing approximately $1.04 billion in client assets through discretionary account management and a combination of fundamental and technical investment analysis.
Lisa B
CFP®, Series 63, Series 65
Overland Park, KS
Keen Wealth advisors
Lisa Brummett is a CFP® professional with six years of experience in financial advising, currently with Keen Wealth Advisors since 2019. Prior to her advisory role, she worked at Northwest Missouri Psychiatric and Rehabilitation Center for four years and was involved with the Kansas City YMCA for fifteen years. Outside of financial advising, she is also a licensed real estate agent with Keller Williams, occasionally showing open houses on weekends. Keen Wealth Advisors serves individuals planning for and in retirement, including high-net-worth clients, as well as trusts, pension and profit-sharing plans, and business entities. The firm provides comprehensive portfolio management, financial planning, and retirement-plan advisory services, managing approximately $1.04 billion in client assets with a discretionary approach that integrates written financial plans and active portfolio management.
Raquel W
CFP®, Series 66
Overland Park, KS
Keen Wealth advisors
Raquel Wheeler is a CFP® and holds a Series 66 license with three years of industry experience. She currently works at Keen Wealth Advisors and previously held positions at Northwestern Mutual Wealth Management Company and several other firms. Keen Wealth Advisors serves individuals, high-net-worth households, trusts, pension and profit-sharing plans, and other business entities by providing comprehensive portfolio management, financial planning, and retirement plan services. The firm manages approximately $1.23 billion in assets, primarily on a discretionary basis, and employs a multi-method investment analysis framework.
Noah C
CFP®, Series 65
Overland Park, KS
Keen Wealth advisors
Noah Camfield is a CFP® with two years of experience in financial advising, currently serving at Keen Wealth Advisors. His prior experience includes roles at Mariner Wealth Advisors and various positions at Kansas State University and other organizations. Keen Wealth Advisors provides comprehensive financial planning and portfolio management primarily to individuals planning for or living in retirement, including high-net-worth households, trusts, and business entities. The firm manages approximately $1.23 billion in assets, employing a multi-method investment analysis framework and discretionary portfolio management that incorporates written financial plans for clients.
Emma G
Series 65
Overland Park, KS
Keen Wealth advisors
Emma Gustin is a financial advisor at Keen Wealth Advisors with one year of industry experience. She holds a Series 65 designation and has worked previously at Stifel and Clayton Wealth Partners, as well as multiple roles associated with Kansas State University. Keen Wealth Advisors serves individuals, high-net-worth households, trusts, pension and profit-sharing plans, and other business entities with retirement-focused portfolio management and financial planning. The firm manages approximately $1.23 billion in assets, primarily on a discretionary basis, and uses a multi-method investment analysis framework implemented through ETFs, mutual funds, individual stocks, and bonds.
Paul H
CFP®, Series 63
Overland Park, KS
Keen Wealth advisors
Paul Hefferon is a CFP®-certified financial advisor with six years of industry experience. He has worked at Keen Wealth Advisors since 2022 and previously held roles at Financial Avenues, LLC and Northwestern Mutual. Keen Wealth Advisors serves individuals planning for and in retirement, including high-net-worth clients, as well as trusts, pension and profit-sharing plans, and business entities. The firm provides comprehensive portfolio management, financial planning, and retirement-plan advisory services, managing approximately $1.04 billion in client assets through discretionary account management and a combination of fundamental and technical investment approaches.
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