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Cory M

Series 65

Topeka, KS

ProActive Capital Management, Inc.

Cory Mc Pherson is a Series 65-licensed financial advisor with nine years of industry experience. He is currently with ProActive Capital Management, Inc., where he has worked since 2018, following prior roles at Legacy Financial Strategies, LLC, AE Wealth Management LLC, and Advisors Excel. Outside of his advisory work, he is a co-owner of 1813 Properties, LLC, a company involved in residential real estate management. ProActive Capital Management serves individual investors, trusts, estates, charitable organizations, and employer-sponsored retirement plans by providing discretionary asset management and written financial planning. The firm offers tailored portfolios that incorporate various analytical approaches and provides specialized services for qualified retirement plans, including acting as a 3(21) advisor or 3(38) investment manager for ERISA plans.

General estate planning guidance Retirement income strategy Social Security optimization College savings (529s, UTMA, etc.) Retired Founder/Business Owner Mid-Career Professionals
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Kevin T

CFP®, Series 63

Topeka, KS

ProActive Capital Management, Inc.

Kevin Tucker is a CFP® with 47 years of industry experience. He is currently with ProActive Capital Management, Inc., where he has worked since 2021. His prior experience includes roles at Cambridge Investment Research advisors Inc. and Tucker Financial Services. He serves on the boards of two Catholic nonprofit organizations in Kansas. ProActive Capital Management provides discretionary asset management, financial planning, and consulting services to individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm offers both 3(21) advisory and 3(38) discretionary investment management for qualified retirement plans, using client-specific portfolios tailored by a mix of fundamental, technical, charting, and cyclical analysis.

General estate planning guidance Retirement income strategy Social Security optimization College savings (529s, UTMA, etc.) Retired Founder/Business Owner Mid-Career Professionals
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