Born in Wichita, KS, moved to Evergreen, CO. then to where I live now, Lenexa, KS., a suburb of Kansas City. I attended the University of Kansas, where I studied Business and Political Science. My first job out of college was in mortgage banking. By the end of my first summer I was on track to do better than 3 of the 4 other loan officers I was working with. By the end of the first 1 1/2 years in the business I made more than my Mother and Father – combined. However, I sson found out that mortgage banking is extremely susceptable to the economy based on increasing or decreasing interest rate environments and decided I did not want to tie my future to the industry.
Finance always intrigued me. In 1990 joined The New England, otherwise known as New England Mutual Life Insurance Company. The company was great and so was my General Agent, Terry Mykins. I worked primarily in Corporate Plans (401ks, Pensions, Profit Sharing), Employee Benefits and Individual Financial Planning. We helped many people and companies design financial plans for their future utilizing, investment and insurance strategies. The emphasis was on insurance however I liked investments best.
In 1997 I became an independent Registered Representative with Tower Square Securities, a Citigroup company. As an Independent Representative, I was completely responsible for my own business, as long as I did what the big company told me I could do to, I mean, for my clients… Over the next nine years I was an “independent representative” for some of the largest, most well known firms in the business, SunAmerica was owned by a large insurance group, AIG. Vestax was bought by Multi-Financial Securities and owned by a huge banking conglomerate, ING. Fortune Financial Services was a smaller more individualized company. All of them had one thing in common: They tell you how to run your “independent business” and they tell you what to do to your clients….
Quite sincerely, I was sick of being told what to do “for” my clients in a thinly guised veil of what was truly only best for the company!
Also, in 2006 I started doing what is now the Career Financial Transitions workshop for one of the largest outsourcing company’s in the nation, Lee Hecht Harrison.
Other than referrals, our client base is almost 100% career transition clients seeking the best and fastest path to retirement.
Today, the Reed Financial Group serves primarily clients who are employees of Fortune 1000 companies with comprehensive wealth management including investment, retirement planning, tax planning, estate planning, insurance planning, budgeting, education planning and more. Yes, comprehensive! Our investment prowess goes beyond ETF’s and Mutual funds. We help clients assess these investment options as well as stock, bond, real estate (physical real estate as well as REIT’s and LP’s) and other alternative structures.
For clients that don’t meet our minimum of $250,000, AmericasRetirementPlan.com from the Reed Financial Group, is an online resource where they can access professionally designed, monitored and re-balanced ETF and Mutual Fund portfolios with a do it yourself financial planning option. Clients may easily set up their accounts in five minutes day or night and enjoy institutional style investment management.
We are always looking for innovative ways to grow and manage wealth. That being said, we are in the process of implementing NvestBates, an online shopping portal that offers cash back not only on your shopping, but also on the shopping of everyone you introduce into your “community”. Members may then invest 100%, 50% or 0% automatically into an investment account for growth. If so desired, members may also receive the funds back as a check or through Paypal.
Yep, innovation, in the name of what’s best for the client and for the people we become involved with. That’s the way we do business and that’s the way it should be.
OK, now that’s what I call full disclosure!
Feel free to contact me. Let me know how I can help you create a better destiny for your future!