Broker Check

Specialists

Specialists

Greg Harvey, AIF

Agency Investment Director

913-948-7390

[email protected]

Greg5 is a consistent top-performer driven by a passion for helping people achieve their goals. Greg began helping people take full advantage of their wealth building opportunities in 1995 after leaving Emporia State University where he played football and graduated with a degree in Finance. Currently he owns his own practice and is the Investment Specialist and a registered principal at HighPointe Financial Group. Greg is a Top of the Table member(2007-2010), and has been a Million Dollar Round Table member since 2001. He consistently ranks in the top 100 of registered representatives with MML Investors Services, LLC. He is on the All-American team for American Funds. Greg received the Five Star: Best in Client Satisfaction Wealth Manager!;M award from KC and KCB magazines in 2012.

Greg grew up in Topeka, Kansas, and now lives in Overland Park, Kansas with his wife,Sunny and their three sons.

To receive the 2012 Five Star Wealth Manager Award,researched and managed by Five Star Professional,award candidates are evaluated against 10 objective eligibility criteria such as client retention rates,client assets administered and favorable regulatory and compliance history. Wealth managers do not pay a fee to be considered or placed on the finallist of 2012 Five Star Wealth Managers. The Five Star Award is not indicative of the wealth manager's future performance. For more information on the Five Star Wealth Manager and the research/ selection methodology go to: www.fivestarprofessional.com. Wealth managers may or may not use discretion in their practice and therefore may or may not manage their client's assets.

Katie Bennett, ChFC

Director of Medical Markets

913-234-0327

[email protected]

Since entering the financial services industry in 2007, Katie5 has had an active role working with the medical community. As a specialist within this market, she has assisted a number of large area hospitals and private practice groups in addressing their financial concerns. As a physician, your occupation, lifestyle, and personal expectations will set your needs apart from others. Katie’s process provides her clients with a realistic assessment of their current financial picture and guidance in key areas including asset protection strategies, risk management, and tax efficient wealth accumulation. As an advisor specializing in working with medical and dental professionals, Katie is frequently an educational speaker for physician groups in Kansas City.

Katie and her husband Brad met at Drury University in Springfield, Missouri where she played basketball and he played golf.  Together, they have 3 children.  When she isn’t in the office, Katie enjoys spending quality time with her family.

Aaron Hughes

Firm Business Development Director

[email protected]

James Warren

Agency House Account Specialist

913-234-0369

[email protected]