About Us
Understand your situation
The most important work we do is getting to know who you are. When we work with people as individuals, not dollars and stats, that’s when we deliver on our mission.
Respect your assets
There are reasons for the decisions you’ve made so far. We listen, learn and build on your existing assets — respecting choices you’ve made.
Educate you on your options
When you have personal and practical questions, we’ll be ready with answers about the options that can help you make the most of what you’ve earned and saved.
Provide clear recommendations
A fulfilling life can mean something different to everyone. With insight and clarity, we offer new ways to help you make your own life’s most important decisions.
Track your progress
We believe in giving you the knowledge and time you need to understand performance and, more specifically, progress toward the goals you’ve communicated to us.
Stay in touch
As the world and your goals change over time, your financial strategy should as well. With advice designed for you and products built to meet your needs at every stage of life, we help you secure your well-being, so you can live the life that’s most meaningful to you.
Our Core Values
Teamwork
Two are better than one. We are partners. A team will always outperform an individual. We seek ways for everyone to win.
High Trust
We are always trustworthy & dependable. We do what we say. We are worthy of the reliance of others.
Service to Others
We believe in servant leadership by putting others interests first. We see the best in others even when they do not. We are committed to exceptional client outcomes.
Humbly Confident
We always try to be gracious, humble and real. We are confident in our ability to add value. We express appreciation to clients, each other, and our business partners at every opportunity.
Unwavering loyality
We are loyal to our clients, our cause, each other and our Firm. We avoid chasing shiny objects.
Responsible Mindset
We always maintain a positive mindset. No excuses, high performance. We do not blame, and we own our response to circumstances.
Our Branch Leadership Team
Our Regional Vice Presidents
Our Culture
We provide a positive, productive, entrepreneurial, and collaborative sales environment for our team members – we are a family who cares about each other personally and professionally.Videos
Learn how we, and you could, impact clients livesA Financial Professional Career Video
Experienced Professional Career Video
A Client Experience Video
National recruiting video
Community and Organization Involvements
Our broad involvement in the community, both on the local and international level, have impacted many diverse cultures in a positive manner.Connect With Us
We love to hear from the communities we serve, so we hope you will get in touch with any questions, concerns, or suggestions for how we can continue to improve the ways that we support you! We also invite you to learn more about the office teams.Get in Contact with one of our Financial Advisors:
Our Office Locations
The following are our Equitable Advisors – Kansas Branch – offices.
KANSAS – Overland Park
7400 West 110th Street
Suite 700
Overland Park, KS 66210
Phone: (913) 696-2490
Fax: (913) 345-9604