Keen Wealth Advisors

Luke Dandar is a financial advisor at Keen Wealth Advisors in Overland Park, KS. He holds a Series 65 designation and has under one year of industry experience. Prior to joining Keen, he held roles at Stepp & Rothwell, Central Trust, and Central Bank of the Midwest. Keen Wealth Advisors serves individuals, trusts, pension and profit-sharing plans, and other business entities with comprehensive portfolio management, financial planning, and retirement plan services. The firm employs a multi-method investment analysis framework and manages approximately $1.23 billion in assets, primarily on a discretionary basis.

Tyler Jouret is a financial advisor at Keen Wealth Advisors with one year of industry experience. He holds a Series 65 credential and has a background that includes service in the U.S. Army and the Kansas Army National Guard, where he is currently a Staff Sergeant and Field Artillery Section Chief. Keen Wealth Advisors serves individuals, trusts, pension and profit-sharing plans, and other business entities with comprehensive portfolio management and financial planning, focusing on clients planning for and living in retirement. The firm employs a multi-method investment analysis framework and manages approximately $1.23 billion in assets, primarily on a discretionary basis.

Quinton Vlach is a financial advisor with Keen Wealth Advisors in Overland Park, KS, holding a Series 65 credential and one year of industry experience. His background includes roles at Powercat Financial, Prosperity Planning Inc., and several positions related to Kansas State University. Outside of his advisory work, he manages a rental property. Keen Wealth Advisors serves individuals, trusts, pension and profit-sharing plans, and other business entities with comprehensive portfolio management and financial planning, focusing particularly on clients planning for and living in retirement. The firm employs a multi-method investment analysis framework and manages approximately $1.23 billion in assets.

Dione Ramos is a financial advisor at Keen Wealth Advisors with a Series 65 designation and no prior industry experience. Their work history includes roles at Crosspoint Wealth Partners and Meritrust Credit Union, as well as several positions affiliated with Kansas State University. 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 employs a multi-method investment analysis framework and manages approximately $1.23 billion in assets, primarily on a discretionary basis.

William Keen is a financial advisor with Keen Wealth Advisors, holding Series 63 and 65 licenses and 33 years of industry experience. He has been with Keen Wealth Advisors since 2014. Outside of his advisory role, he is an author of investment-related publications and volunteers as a pilot and treasurer for the nonprofit organization Angel Flight. Keen Wealth Advisors serves individuals, high-net-worth households, trusts, pension and profit-sharing plans, and other business entities with 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 analysis framework with portfolios consisting of ETFs, mutual funds, stocks, and bonds.

Elijah Fleming is a financial advisor at Keen Wealth Advisors with a Series 65 credential and one year of industry experience. Prior to joining Keen Wealth Advisors, he was affiliated with the University of Missouri - Columbia and held various roles including concessions positions at state parks. Keen Wealth Advisors serves individuals, including high-net-worth households, trusts, pension and profit-sharing plans, and other 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 utilizes a multi-method investment analysis framework implemented through ETFs, mutual funds, individual stocks and bonds.

Noah Wildman is a CFP® with three years of industry experience, currently serving as a financial advisor at Keen Wealth Advisors. His prior work includes roles at Arrow Wealth Advisors and various positions outside the financial sector, such as at Pepsi-Cola Manhattan and Blueville Nursery. Keen Wealth Advisors serves individuals, high-net-worth households, trusts, pension and profit-sharing plans, and other business entities with comprehensive portfolio management and financial planning focused on retirement clients. The firm manages approximately $1.23 billion in assets, primarily on a discretionary basis, using a multi-method investment analysis framework and institutional technology for client services.

Sherri Bliss is a CFP® with eight years of industry experience, currently serving as a financial advisor at Keen Wealth Advisors in Overland Park, KS. Her prior roles include positions at ERSI Wealth Management and Edward Jones. She also holds a Registered Representative role at Purshe Kaplan Sterling Investments and manages operations at Keen Wealth Advisors. Keen Wealth Advisors specializes in retirement planning and serves individuals, trusts, pension and profit-sharing plans, and business entities. The firm manages approximately $1.23 billion in assets, primarily on a discretionary basis, utilizing a multi-method investment analysis framework and offering comprehensive portfolio management and financial planning services.

William Mc Donald is a CFP® and holds a Series 65 license with four years of industry experience. He has worked at Keen Wealth Advisors since 2024 and previously held roles at Creative Planning, LLC and Security Bank of Kansas City. Keen Wealth Advisors serves individuals, trusts, pension and profit-sharing plans, and 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 uses a multi-method investment analysis framework combined with institutional technology for client reporting and account management.

Jeb Flynn is a CFP® with seven years of industry experience, currently serving at Keen Wealth Advisors since 2020. Prior to joining Keen, he worked at Sound Stewardship, LLC and American Lawn and Landscape. Since June 2024, he has been an adjunct professor at Kansas State University, teaching financial planning courses. Keen Wealth Advisors specializes in retirement planning and serves individuals, trusts, pension and profit-sharing plans, and other business entities with comprehensive portfolio management and financial planning services. The firm manages approximately $1.23 billion in assets, primarily on a discretionary basis, and employs a multi-method investment analysis framework.

Ryan Kohr is a CFP®-certified financial advisor at Keen Wealth Advisors with four years of industry experience. He has worked at Keen Wealth Advisors since 2022 and previously was affiliated with Powercat Financial. His background includes roles at Kansas State University and Chase County High School. Keen Wealth Advisors serves individuals, trusts, pension and profit-sharing plans, and other business entities with comprehensive financial planning, portfolio management, 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 combined with institutional technology platforms.

Joshua Hill is a CFP® and Series 65 licensed financial advisor with six years of industry experience. He has worked at Keen Wealth Advisors since 2019 and previously spent four years at EY. Hill also holds an active CPA designation but does not provide accounting or tax services to advisory clients. Keen Wealth Advisors serves individuals, including high-net-worth households, trusts, and retirement plans, offering discretionary portfolio management combined with comprehensive financial planning. The firm employs a multi-method investment analysis approach and manages approximately $1.23 billion in assets.

Hunter Smith is a financial advisor at Keen Wealth Advisors with a Series 65 designation and two years of industry experience. His prior roles include positions at Financial Avenues LLC and Central Bank of Warrensburg, as well as various educational and entrepreneurial activities. Keen Wealth Advisors serves individuals, trusts, pension and profit-sharing plans, 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, and employs a multi-method investment analysis framework.

Abel Bonga is a financial advisor with Keen Wealth Advisors in Overland Park, KS. He holds a Series 65 designation and has been in the industry since 2025. His prior work experience includes positions outside the financial services sector and a university education at the University of Missouri. Keen Wealth Advisors serves individuals, including high-net-worth households, trusts, pension and profit-sharing plans, and other business entities, providing 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 a range of investment vehicles such as ETFs, mutual funds, stocks, and bonds.

Matthew Wilson is a CFP® with 22 years of industry experience, currently serving as an advisor at Keen Wealth Advisors in Overland Park, KS. He previously worked at Wells Fargo Clearing and has been with Keen Wealth Advisors since 2014. Outside of his advisory role, Wilson is involved in several automotive-related ventures including ownership and operation of LLCs that manage vehicle ownership, racing, and driving events. Keen Wealth Advisors serves individuals, including 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, and employs a multi-method investment analysis framework utilizing ETFs, mutual funds, individual securities, and periodic portfolio adjustments.