Broker Check

Team

Our team approach adds perspective to all we do and provides increased benefits to our clients.

Meet Our Team

Kari Jo Thomann Bear, CFP®

President

(816) 781-8782

(816) 781-9012

kari@thomannfinancial.com

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) 781-8782

(816) 781-9012

marilyn@thomannfinancial.com

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

816-781-8782

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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