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1741 NE Douglas Street Suite 100 Lee's Summit, MO 64086

816-548-4113
lifegoals@wradvisors.com
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Our Team

Kevin Wood

Kevin Wood

Partner

John Cuddy

John Cuddy

Financial Advisor

Nikki Weatherby

Nikki Weatherby

Office Manager

Peggye Turner

Peggye Turner

Administrative Assistant

Rodney Loesch

Rodney M. Loesch CFP®

Partner

Steven Stringberg

Steven Stringberg

Partner

David James

David James

Partner

Wiebke Rupard

Wiebke Rupard

Advisor Support Specialist

Jesse Snow, RICP®

Jesse Snow, RICP®

Partner

Cameron Pumphrey, CPFA®

Cameron Pumphrey, CPFA®

Partner

Vanessa Barrett

Vanessa Barrett

Marketing and Client Relations Coordinator

Austin Buck

Austin Buck

Advisor Assistant

Steve Rodewald

Steve Rodewald

Financial Advisor

William Mears

William Mears

Financial Advisor

Greg Miller

Greg Miller

Financial Advisor

In our practice, we always have the client in mind.

Our reasons for becoming financial professionals are deeply personal. We repeatedly saw many friends and family struggling to find the help they needed to map out their financial future. We are confident that with our understanding of personal finance, coupled with our training as financial professionals, we can help people better prepare for the future. After years in the business, we believe we have developed a reputation for educating individuals in an easy-to-understand manner so they can grasp personal finance and use those concepts to pursue their financial objectives. We feel a commitment to our community.

At our firm, we have the client—and only the client—in mind.

Over the years, we have found that a team approach can be an effective method to help clients who have a wide variety of needs as they maneuver through a complex financial-services world. We invite you to discover and experience the power of our services. We believe it has far-reaching benefits for our clients to get opinions from several sources with diverse backgrounds, education, and experience.

No one strategy fits everyone, which is why every client gets our undivided attention—from planning to execution to follow-up. We take a proactive approach to helping you develop a strategy to address your financial goals and objectives, using efficient methods available.

Client Centered

Client Centered

Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses your needs, wants, and long-term goals.

Our team of professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you.