Overland Park, KS Lighton Plaza Ii logo

Overland Park, KS Lighton Plaza Ii Office

Team
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Triune Financial Partners, LLC logo

Triune Financial Partners, LLC

Team

Firm-wide stats for Triune Financial Partners, LLC

Total advisors

16

Across 3 offices

Clients per advisor

48 Typical

Avg AUM per client

$1,598,886 High

HNW client ratio

46% High

About

Triune Financial Partners serves individuals (including high‑net‑worth clients), defined contribution and defined benefit retirement plans, charities, corporations, endowments and scholarship funds, offering discretionary individual portfolio management, model portfolio management, financial planning, retirement plan consulting/management and focused consulting services. The firm also provides client reporting and communications and publishes general educational materials, videos and newsletters while offering periodic educational seminars and workshops.

Its investment approach is grounded in Modern Portfolio Theory and typically favors passive, asset‑class exposure delivered through low‑cost mutual funds and ETFs — the brochure notes a particular reliance on institutional Dimensional Fund Advisors (DFA) funds — implemented with written Investment Policy Statements, annual reviews and discretionary execution for both individualized and model portfolios. Triune evaluates suitability by considering clients’ objectives, time horizon, tax considerations and allows for client‑imposed investment restrictions; it also offers retirement plan services under both ERISA 3(21) advisory and 3(38) manager roles.

What is noteworthy in the brochure are several dual‑role and publishing activities that are less common among multi‑team peers: certain firm personnel are licensed insurance agents/brokers and may receive commissions for insurance sales, an associated person is a licensed attorney who may provide legal services in a separate capacity, and the firm discloses referrals to accounting professionals. The firm also charges for authoring articles/white papers, publishes newsletters and runs paid seminars/workshops and uses model portfolios in client communications — all activities the brochure highlights and that are relatively uncommon for firms of this type.

Based on Triune Financial Partners, LLC

Expertise

Retirement plans for business owners (SEP, solo 401k) General estate planning guidance College savings (529s, UTMA, etc.)

Based on Triune Financial Partners, LLC

Location

Lighton Plaza Ii, 7400 College Blvd, Suite 300

Overland Park KS 66210

Advisors at this office

14

Advisors at this office

user avatar

Geoffrey H

CFP®, ChFC®, Series 63, Series 65

Overland Park, KS

Triune Financial Partners, LLC

Geoffrey Huber is a CFP® and ChFC® with 34 years of industry experience. He has been with Triune Financial Partners, LLC since 2009 and previously worked at Purshe Kaplan Sterling Investments, Inc. from 2011 to 2018. Huber is also an independent insurance agent for various companies. Triune Financial Partners serves individuals, retirement plans, charitable organizations, endowments, and corporate clients, focusing on discretionary portfolio management and financial planning. The firm employs a largely passive, asset-class investment strategy grounded in Modern Portfolio Theory and emphasizes client education and fiduciary compliance.

Retirement plans for business owners (SEP, solo 401k) General estate planning guidance College savings (529s, UTMA, etc.)
user avatar

John S

Series 65

Overland Park, KS

Triune Financial Partners, LLC

John Scherschligt is a Series 65-licensed financial advisor with Triune Financial Partners, LLC, based in Overland Park, KS. He has two years of industry experience and previously worked at Holy Family School of Faith and Flatco Telecommunications. Triune Financial Partners serves individuals, retirement plans, charitable organizations, endowments, and corporate clients. The firm employs a largely passive, asset-class investment approach grounded in Modern Portfolio Theory, managing accounts primarily with low-cost mutual funds and ETFs, including Dimensional Fund Advisors (DFA) funds.

Retirement plans for business owners (SEP, solo 401k) General estate planning guidance College savings (529s, UTMA, etc.)
user avatar

Robert C

CFP®, CFA®, Series 63, Series 65

Overland Park, KS

Triune Financial Partners, LLC

Robert Crew is a CFP® and CFA® with 34 years of industry experience. He has worked at Triune Financial Partners, LLC since 2009 and previously spent seven years at Purshe Kaplan Sterling Investments, Inc. He serves on the investment committee for the Church of the Nazarene and is a co-trustee of a family member's irrevocable trust. Triune Financial Partners serves individuals, retirement plans, charitable organizations, endowments, and corporate clients. The firm employs a largely passive, asset-class investment approach grounded in Modern Portfolio Theory, managing approximately $1.3 billion in client assets across its team of 13 advisors.

Retirement plans for business owners (SEP, solo 401k) General estate planning guidance College savings (529s, UTMA, etc.)
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Anya G

Series 66

Overland Park, KS

Triune Financial Partners, LLC

Anya Grovenburg is a financial advisor at Triune Financial Partners, LLC with nine years of industry experience. She holds a Series 66 designation and has worked at Purshe Kaplan Sterling Investments and Get Smarter Prep. Triune Financial Partners serves individuals, retirement plans, charitable organizations, endowments, and corporate clients. The firm employs a largely passive, asset-class investment approach based on Modern Portfolio Theory, managing portfolios primarily with low-cost mutual funds and ETFs under discretionary agreements.

Retirement plans for business owners (SEP, solo 401k) General estate planning guidance College savings (529s, UTMA, etc.)
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Ashley D

Series 65, Series 63

Overland Park, KS

Triune Financial Partners, LLC

Ashley Daly is a financial advisor at Triune Financial Partners, LLC, based in Overland Park, KS, with six years of industry experience. She holds Series 65 and Series 63 licenses and has worked at ADP LLC and Sun Life Financial. Triune Financial Partners serves a diverse client base including individuals, retirement plans, charities, and corporations. The firm employs a Modern Portfolio Theory-based investment approach, emphasizing low-cost mutual funds and ETFs, and provides a range of services including discretionary portfolio management, financial planning, and retirement plan consulting.

Retirement plans for business owners (SEP, solo 401k) General estate planning guidance College savings (529s, UTMA, etc.)
user avatar

Rece D

CFP®, Series 65

Overland Park, KS

Triune Financial Partners, LLC

Rece Dawson is a CFP® with three years of industry experience and is currently an advisor at Triune Financial Partners, LLC. His prior roles include positions at Kompass Kapital Funding and Enterprise Bank. In addition to his advisory work, he serves as an Associate Director at Farmers and Merchants Bank and works as an independent insurance agent. Triune Financial Partners serves a diverse client base including individuals, retirement plans, charities, and corporations, offering portfolio management, financial planning, and retirement plan consulting. The firm employs a Modern Portfolio Theory-based investment approach, favoring passive asset-class exposure through low-cost mutual funds and ETFs, with services supported by written Investment Policy Statements, annual reviews, and discretionary execution.

Retirement plans for business owners (SEP, solo 401k) General estate planning guidance College savings (529s, UTMA, etc.)
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Blaine C

CFP®

Overland Park, KS

Triune Financial Partners, LLC

Blaine Cline is a CFP® professional with one year of industry experience, currently serving at Triune Financial Partners, LLC. Prior to joining Triune, he was with Buttonwood Financial Group, LLC for two years. Triune Financial Partners serves a diverse client base including individuals, retirement plans, charities, corporations, and endowments. The firm employs a Modern Portfolio Theory-based approach, favoring passive asset-class exposure through low-cost mutual funds and ETFs, and provides discretionary portfolio management, financial planning, and retirement plan consulting.

Retirement plans for business owners (SEP, solo 401k) General estate planning guidance College savings (529s, UTMA, etc.)
user avatar

Brandon B

CFP®, Series 66

Overland Park, KS

Triune Financial Partners, LLC

Brandon Blankenship is a CFP® certificant with 12 years of industry experience, currently serving as a financial advisor at Triune Financial Partners, LLC. His prior experience includes roles at Morgan Stanley, Bank of America, Merrill, LPL Financial, and Vectra Private Bank affiliated with Zions. Outside of his advisory work, he conducts occasional private sales of collectible items he personally owns. Triune Financial Partners serves a broad client base including high-net-worth individuals, retirement plans, charities, and corporations, providing discretionary portfolio management, planning, and consulting services. The firm’s investment approach is grounded in Modern Portfolio Theory, emphasizing low-cost mutual funds and ETFs, with particular use of Dimensional Fund Advisors (DFA) funds.

Retirement plans for business owners (SEP, solo 401k) General estate planning guidance College savings (529s, UTMA, etc.)
user avatar

Bryce M

Series 65

Overland Park, KS

Triune Financial Partners, LLC

Bryce Miller is a financial advisor at Triune Financial Partners, LLC with a Series 65 designation and eight years of industry experience. Prior to joining Triune Financial Partners in 2018, he worked at Envista Credit Union from 2015 to 2018. Outside of his advisory role, he serves as a deacon and audio and visual volunteer at Redemption Hill Church and provides transaction bookkeeping assistance through Reformation, Revival and Renovations, LLC. Triune Financial Partners serves individuals, retirement plans, charitable organizations, endowments, and corporate clients, offering discretionary portfolio management, financial planning, and consulting services. The firm’s investment approach emphasizes Modern Portfolio Theory and a largely passive strategy using low-cost mutual funds and ETFs, with accounts managed according to written Investment Policy Statements and regular reviews.

Retirement plans for business owners (SEP, solo 401k) General estate planning guidance College savings (529s, UTMA, etc.)
user avatar

Melissa F

Series 66

Overland Park, KS

Triune Financial Partners, LLC

Melissa Figeac Nanez is a financial advisor at Triune Financial Partners, LLC with 13 years of industry experience. She holds the Series 66 designation and has previously worked at Purshe Kaplan Sterling Investments. Triune Financial Partners serves individuals, retirement plans, charitable organizations, endowments, and corporate clients. The firm employs a largely passive, asset-class investment strategy based on Modern Portfolio Theory, managing accounts primarily through low-cost mutual funds and ETFs with discretionary oversight.

Retirement plans for business owners (SEP, solo 401k) General estate planning guidance College savings (529s, UTMA, etc.)
user avatar

Robert S

CFP®, Series 66

Overland Park, KS

Triune Financial Partners, LLC

Robert Sparrow is a CFP® professional with 26 years of industry experience, currently serving as an advisor at Triune Financial Partners, LLC since 2005. He previously worked at Purshe Kaplan Sterling Investments, Inc. from 2011 to 2018. Outside of his advisory role, he serves as Vice President of the College Church of the Nazarene Foundation, focusing on opportunities related to estate planning and testamentary giving. Triune Financial Partners serves individuals, retirement plans, charitable organizations, endowments, and corporate clients, offering portfolio management, financial planning, and retirement plan consulting. The firm employs a largely passive investment approach based on Modern Portfolio Theory, utilizing low-cost mutual funds and ETFs, with discretionary management guided by written Investment Policy Statements.

Retirement plans for business owners (SEP, solo 401k) General estate planning guidance College savings (529s, UTMA, etc.)
user avatar

Kyle K

CFP®, Series 63

Overland Park, KS

Triune Financial Partners, LLC

Kyle Krull is a CFP® with 13 years of industry experience, currently serving at Triune Financial Partners, LLC since 2016. He is also president of the Law Offices of Kyle E. Krull, P.A., focusing on estate planning, and works as a legal editor for Blind Squirrel, Inc. Additionally, he is a certified instructor for Walk Thru the Bible. Triune Financial Partners serves a diverse client base including high-net-worth individuals, retirement plans, charities, and corporations. The firm employs a Modern Portfolio Theory-based investment approach, emphasizing passive, low-cost funds and tailored investment policy statements, with services including portfolio management, financial planning, and educational seminars.

Retirement plans for business owners (SEP, solo 401k) General estate planning guidance College savings (529s, UTMA, etc.)
user avatar

Thomas E

CFP®, Series 66

Overland Park, KS

Triune Financial Partners, LLC

Thomas Elms is a CERTIFIED FINANCIAL PLANNER™ professional with seven years of industry experience. He has worked at Triune Financial Partners, LLC since 2024 and previously spent six years with LPL Financial. In addition to his advisory role, Elms is an independent insurance agent for various companies. Triune Financial Partners serves individuals, retirement plans, charities, corporations, endowments, and scholarship funds by offering portfolio management, financial planning, and consulting services. The firm’s investment approach is based on Modern Portfolio Theory, favoring passive asset-class exposure through low-cost mutual funds and ETFs, with a focus on institutional Dimensional Fund Advisors (DFA) funds.

Retirement plans for business owners (SEP, solo 401k) General estate planning guidance College savings (529s, UTMA, etc.)
user avatar

Jefferey J

CFP®, Series 63, Series 65

Overland Park, KS

Triune Financial Partners, LLC

Jefferey Jaworski is a CFP® with 33 years of industry experience, currently serving at Triune Financial Partners, LLC. He previously worked at Purshe Kaplan Sterling Investments, Inc. from 2011 to 2018. Outside of his advisory role, he serves as an advisory board member for Legacy of Faith, Inc., a ministry based in Overland Park, KS. Triune Financial Partners serves individual and institutional clients, including high-net-worth individuals and retirement plans, using a primarily passive, asset-class investment approach grounded in Modern Portfolio Theory. The firm manages accounts on a discretionary basis and offers a range of services such as portfolio management, financial planning, and retirement plan consulting.

Retirement plans for business owners (SEP, solo 401k) General estate planning guidance College savings (529s, UTMA, etc.)
View complete list of advisors at this office
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