10925 Antioch Road Suite 100 Overland Park, KS 66210

(913) 826-6982
fpg@fpgkc.com
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Meet the Team

At our firm, we have the client—and only the client—in mind.

Our reasons for becoming financial professionals are deeply personal. We repeatedly saw many friends and family struggling to find the help they needed to map out their financial future. We are confident that with our understanding of personal finance, coupled with our training as financial professionals, we can help people better prepare for the future. After years in the business, we have developed a reputation for educating individuals in an easy-to-understand manner so they can grasp personal finance and use those concepts to pursue their financial objectives. We feel a commitment to our community.

Over the years, we have found that a team approach can be an effective method to help clients who have a wide variety of needs as they maneuver through a complex financial-services world. We invite you to discover and experience the power of our services. We believe it has far-reaching benefits for our clients to get opinions from several sources with diverse backgrounds, education, and experience.

No one strategy fits everyone, which is why every client gets our undivided attention—from planning to execution to follow-up. We take a proactive approach to helping you develop a strategy to address your financial goals and objectives, using the most efficient methods available.

James Claiborne

James Claiborne, CFS, ChFC

Managing Partner

(913) 948-9489

TJ McDermott

TJ McDermott, ChFC, CFP

Managing Partner

(913) 998-6502

Matt Queen

Matt Queen, JD, MBA

Wealth Manager

(913) 948-9489

Josh Britton

Josh Britton

Chief Investment Officer

(913) 948-9489

Derek McDermott

Derek McDermott

Chief Operations Officer

913-998-6502

Mark Saper

Mark S. Saper, CLTC

Wealth Manager

913-998-6502

Dick Mellinger

Dick Mellinger, JD

Wealth Manager

(913) 948-9489

Christian Dunker

Christian Dunker

Wealth Manager

913-998-6502

Connor Strouse

Connor Strouse

Wealth Manager

913-674-7630

Kelly Poje

Kelly Poje

Director of Operations

913-998-6502

Rhonda Cooke

Rhonda Cooke

Client Services Specialist

(913) 948-9489

Stephanie Farrand

Stephanie Farrand

Client Services Specialist

913-948-9484

** To receive the Five Star Wealth Manager award, individuals must satisfy a series of eligibility and evaluation criteria associated with wealth managers who provide services to clients. Recipients are identified through research conducted by industry peers and firms. Third party rankings and recognitions from rating services or publications are not indicative of past or future investment performance. For more information, go to www.fivestarprofessional.com.

*Leading Providers are determined by Goldline Research. Goldline Research strives to provide objective research on professional service companies. Goldline Research does not provide a ranking of companies and their listing should not be construed as a "Top 10" list. Goldline Research's evaluation of wealth managers is not based upon investment performance or client interviews. Fewer than 20% of the wealth managers in a given region typically qualify to be included on a list. Although Goldline Research confirms that at the time of initial publication of this listing that this company meets the general criteria, no promise is made that they will continue to do so, or that a particular service provider is appropriate for your individual circumstance.

Client Centered

Client Centered

Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses your needs, wants, and long-term goals.

Our team of professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you.