Wealth Management
Chris Strathman
Chris Strathman, CNC Fun Facts Your Desired Superpower… Cure childhood cancer The Best Thing in the Whole Wide World… Unconditional Love Guilty Pleasures… Dr. Pepper, Ice Cream, and Sporting Events (TV or in-person) Ideal Escape… An Alaskan Cruise to escape the KS July/August heat Two Interesting Facts… I have taught Business & Personal Finance for…
Read MoreAndrea Rumler
Andrea Rumler Fun Facts Your Desired Superpower… To be able to read minds The Best Thing in the Whole Wide World… My Family Guilty Pleasures… Sweet treats & any kind of cheese Ideal Escape… African Safari Two Interesting Facts… I played basketball at Emporia State University all 4 years that I was there I am…
Read MoreTim Kliewer
Tim Kliewer, CFP Fun Facts The Best Thing in the Whole World: Spending time with my incredible family. Ideal Escape: Take my wife, Lacey, to a beach with white sand, warm sun, and good food. Nothing on the agenda except feet in the sand – and maybe a cocktail or two. My Guilty Pleasure: French…
Read MoreMatthew Kindley
Matthew Kindley Fun Facts Desired Superpower… Teleportation Guilty Pleasures… Brownies Ideal Escape… All of Europe Two Interesting Facts… I played baseball for 17 years including 4 in college I hold the all time career triples record at my university My Favorite Things Include… Music: House music, Bad Bunny, and basically any kind of music Sport…
Read MoreNew Roth Catch-Up Contribution Requirement Under SECURE Act 2.0
New Roth Catch-Up Contribution Requirement Under SECURE Act 2.0 Learn how retirement plan updates may affect your long-term savings and planning strategies. November 2025 The SECURE 2.0 Act of 2022 introduced a major change for certain older, high‐earning retirement savers. Beginning January 1, 2026, participants age 50 and over who earn more than $145,000 in…
Read More