Broker Check



The Beginning of Something Better

Kari Jo Thomann Bear, CFP®

126 Westwoods Drive
Liberty, MO 64068


We believe our teamwork approach adds a broader perspective to all we do and helps provide increased benefits to our clients.

Our team of financial professionals can help you address:

  • Investing principles and strategies
  • Retirement investing and distribution strategies
  • Estate conservation issues
  • Risk Management

We can also help answer your questions, including:

  • Can I retire early?
  • Are my investments working hard enough?
  • What's the best approach for college savings?
  • What are the elements of a sound estate strategy?
  • Do I have enough life insurance for my family?

Our financial professionals have helped many people with similar issues and concerns, and they can help you develop an approach which is geared towards your individual needs and objectives.

John was born on May 28, 1951, in Iowa City, Iowa to the late Norbert and Jeanette Thomann, the oldest of 4. John married his high school sweetheart and love of his life, Marilyn K. Kron on December 29th, 1971. Soon after, the couple...

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Kari Jo Thomann Bear began her career in the financial services industry in 2005 and is a CERTIFIED FINANCIAL PLANNER (™). She is honored to have had the privilege and opportunity to work with her mentor, father and 40 year...

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Katie L. Schilling

Administrative Assistant

(816) 781-8782

Katie Schilling joined our team in 2006. She currently assists with customer service, data management and special events. Katie’s passion is stage performance and pursuing her professional dance and choreography. She is also a...

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Marilyn Thomann has been the office manager since 1979. Along with managing our busy office, Marilyn finds time to enjoy greeting clients and the opportunity to meet new people. Marilyn frequently donates her time as a volunteer for...

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Sunni Hockensmith

Administrative Assistant


Sunni Hockensmith joined our team in 2013 and has been a wonderful addition to our office. She currently assists with customer service and data management. Sunni's true passion is her devotion to faith and family. She has a very active...

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