Kari Jo Thomann Bear, CFP®
President
(816) 781-9012
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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Marilyn K. Thomann
Office Manager
(816) 781-9012
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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John A. Thomann CFP®, CLU, ChFC
Founding Principal
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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Heather Gibson
Assistant
816-781-9012
Heather Gibson is an alumni of William Jewell College, where she first met Kari Jo. After graduating college, she got her MBA at Rockhurst University and spent 15 years building an impressive career at Cerner Corporation in Kansas City...
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