Specialists

Greg Harvey, AIF
Director of Investment Services

Greg 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.

Greg Harvey is a Registered Representative of and offers securities,investment advisory services and financial planning through MML Investors Services,LLC. Member SIPC. Supervisory Office: 10975 Benson Drive, Suite 350, Overland Park, KS 66210. (913-234-0300)

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

Since entering the financial services industry in 2007, Katie 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. After being married for two years, Katie and Brad were blessed to welcome a new addition to the Bennett family. Their son Jackson Bennett was born in 2012. The Bennetts are thrilled to be expecting a daughter in June of 2015. When she isn’t in the office, Katie enjoys spending quality time with her family.

Katie Bennett is a Registered Representative of and offers securities and investment advisory services through MML Investors Services, LLC. Member SIPC. Supervisory Office: 10975 Benson Drive, Suite 350, Overland Park, KS 66210. (913-234-0300)


Chad Glover CLU, ChFC
Director of Disability Sales

Since entering the financial services industry in 2003, Chad has had an active role working with succesful individuals, families, and business owners. Chad’s process provides his 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. Once a strategy has been designed and implemented, Chad encourages his clients to meet at least once a year so that the strategy can be adjusted based on life’s situational changes.

Born and raised in the Kansas City metropolitan area, Chad attended Baker University on an athletic and academic scholarship. He was an Academic All-American his senior year and graduated cum laude with degrees in finance and management and a minor in accounting. Chad and his fiancée, Kelli, reside in Kansas City, Missouri. In his spare time, Chad enjoys spending time in his lake home in the Ozarks and is active in the community with the BMA Foundation.

Chad Glover is a Registered Representative of and offers securities and investment advisory services through MML Investors Services, LLC. Member SIPC. Supervisory Office: 10975 Benson Drive, Suite 350, Overland Park, KS 66210. (913-234-0300)


Tim Merchant, JD*
Director of Life Sales

Tim is a consistent top-performer driven by a passion for helping his clients maximize their retirement income.

Tim holds his Bachelor's degree and Juris Doctorate from Washburn University in Topeka, KS. Shortly after law school he began his financial services career and has been diligently serving his clients for the last 18 years. He is a licensed attorney* and the LEAP Ambassador for the Kansas City area. LEAP is a financial planning system using a macroeconomic approach to coordinating and integrating a client's financial assets. Tim joined HighPointe Financial Group in 2012 and is Director of Life Sales.

Tim grew up in Kansas City, Kansas and now lives in Overland Park with his wife, Julie, and their 3 children. He enjoys the Kansas City Royals, playing basketball, and fishing.

Tim Merchant is a Registered Representative of and offers securities, investment advisory services and financial planning through MML Investors Services, LLC. Member SIPC. Supervisory Office: 10975 Benson Drive, Suite 350, Overland Park, KS 66210. (913-234-0300)

*Not practicing on behalf of MassMutual or its affiliated companies.