• Grey Facebook Icon
  • Grey Twitter Icon
  • Grey LinkedIn Icon

Office: (913) 826-6982   Fax: (913) 948-9484 

tj@fpgkc.com or james@fpgkc.com 

 10925 Antioch Road, Ste 100, Overland Park, Ks 66210

Investment advisory services offered through Financial Partners Group, Inc., an SEC registered investment adviser. Custody and other brokerage services provided to clients of Financial Partners Group, Inc. are offered by Fidelity Brokerage Services LLC, Member NYSE/SIPC. 

 

Similarities do not sell, differences do

 

James Claiborne, CFS, ChFC

James is a native of Northeast Missouri and holds a Bachelor of Science degree in Finance from University of Central Missouri. James has earned three professional designations since entering the financial services profession in 1990, Certified Fund Specialist (CFS), Chartered Financial Consultant (ChFC) and Charted Life Underwriter (CLU). His certifications were awarded through the American College in Bryn Mawr, PA. The American College provided financial planners and others in the financial services industry with in-depth knowledge of the skills needed to perform comprehensive financial planning for their clients. Designees also must meet specified experience requirements, maintain ethical standards, and agree to comply with both The American College's Code of Ethics and Procedures and applicable continuing education requirements.

He is an active member of the Financial Service Professional society (FSP) where he has serves as President, board member on the Business Ethics Award Steering Committee and Chairman of the Board Election Committee. He also currently serves on the board of Directors and Investment Committee for the University of Central Missouri Foundation. He is a published author, has been selected to receive the FIVE STAR Wealth Manager™ Reward** in  2012, 2013 and 2014. He was also recognized in the January issue of KCB Magazine and is on the 2006 list of "The 10 Most Dependable"™ Wealth Managers of the Central Region as shown in the November 2006 addition of Southwest Airlines Spirit Magazine.*

james@fpgkc.com 913-948-9489

TJ McDermott, CFP, ChFC

TJ is a native of central Iowa and received his Bachelor of Science degree in Finance from Creighton University. After joining the wealth management industry in 1996, TJ earned his CFP® (Certified Financial Planner) and ChFC (Chartered Financial Consultant) professional designations through the American College in Bryn Mawr, PA.

 

After 19 years in the wealth management industry, TJ and his longtime friend and business associate, James Claiborne, founded the Registered Investment Advisory Firm, Financial Partners Group in the fall of 2017.  As an Independent Financial Advisor, TJ takes a comprehensive approach to wealth management providing clients with customized investment plans based on their lifestyle and financial needs. He values customer service, expertise in investment strategies and a positive working environment for his dedicated support team.

 

TJ and his wife Katie reside in Lenexa, KS with their three children- Nick, Ben and Ellie who keep them busy with school activities, sports, and girl scouts.

tj@fpgkc.com 913-998-6502

Derek McDermott

Derek is a native of central Iowa and received his Bachelor of Science degree in Finance from the University of Northern Iowa in 2003. Before joining his brother TJ’s financial practice in 2011, he began his career in the wealth management industry with ING in Des Moines, IA.

Derek serves as the Operations Manager providing clients technology support with their investment accounts and portfolio plans based on their lifestyle and financial needs. Derek takes an active role to ensure clients receive valued customer service and customized investment strategies with a comprehensive approach to wealth management.

 

Derek and his wife Valerie reside in Olathe, KS. During his free time, Derek enjoys golf, going to Royals games and spending time with his family.

derek@fpgkc.com

Josh Britton

Josh is a native of Western Kansas and holds a bachelor’s of Science degree in finance with an emphasis in Estate Planning from Fort Hays State University. Josh has over 10 years of experience in the financial service industry and has attained the designation of Chartered Mutual fund Counselor (CMFC.) The CMFC is designated to those professionals who demonstrate a thorough knowledge of mutual funds and their various uses as investment. The CMFC designation is awarded by the College of Financial Planning and is the only mutual fund designation recognized in the financial services industry.

Josh's extensive background and skills play a key role in his ability to build client relationships and providing the best service possible to all of FPG's client's. Prior to joining FPG Josh served as an Financial Advisor in Wichita, KS. Josh moved to Overland Park in 2005 where he became an advisor assistant and stock/mutual fund research associate for a local independent registered investment advisor. Josh went on to spend over 4 years with one of the largest independent advisor in the United States before moving to Camas, WA where he served as an Investment Counselor in the private client group for Fisher Investments.

josh@fpgkc.com

Matt Queen, JD, MBA

Matt’s is a wealth manager whose passion is to work with families, executives, professionals and small business owners helping them define, plan, achieve and enjoy their financial goals allowing them to focus on the other aspects of the their life including their family, friends, career, and health. Matt believes that every client is unique and deserves a customized strategy to achieve their financial goals.

Matt’s experience as an attorney and a professional money manager is utilized to help each client from wealth accumulation to retirement planning and income distribution to finally, estate and legacy planning. Matt’s background assists him in developing investment portfolio design, tax planning strategies and multi-generational wealth transfer plans.

Matt attended Kansas State University where he earned a Bachelor of Science in Business Management. Matt then attended the University of Kansas where he earned his Juris Doctorate (JD) and Masters of Business Administration (MBA). After law school, Matt practiced law full time, before moving into the wealth management field 15 years ago. Matt continues to attend continuing educational events in both Estate and Financial Planning.

matt@fpgkc.com

Dick Mellinger, JD

Dick works primarily with small business owners and high net worth professionals with their broad and specialized needs in the areas of investments, tax reduction strategies, estate and legacy planning, and the wealth management needs from the accumulation phase through the distribution phase of retirement.

He brings more than 35 years of varied investment experience. He served on the investment oversight and monitoring group at a prior firm that was responsible for constructing and adjusting the firm's investment model portfolios used to manage several hundred million dollars of client assets.

Dick is a native of Emporia, Kansas and graduated college from the University of Kansas. After being discharged as a Captain from the U.S. Army, he returned to KU where he got his JD degree in 1975. He then practiced law in Emporia for 15 yrs, building his practice from a solo practice to a firm permitting him to focus his work on family business issues, estate and business succession planning; and corporate, tax, and real estate development law. Then, he served the next decade in public service positions at the federal, Kansas, and local levels. He began his career in financial services in 1999.

He has been selected to receive the Five Star Wealth Manager™ Reward in 2012.**

Dick is active in the community. He is a member of the Overland Park South Rotary Club and the Leawood and Olathe Chambers of Commerce and has served each in various capacities over the years.

dick@fpgkc.com

Mark S. Saper, CLTC

Mark is a seasoned Financial Advisor with 27 years of experience helping his clients with Business Planning, Investments, Estate Planning, Group Benefits and Property Casualty programs.

He is committed to the development of high quality products and services tailored to his clients’ needs.  Mark is focused on staying ahead of industry trends, financial concepts and client service analytics.

Mark holds a Bachelor of Science degree in Marketing from Drake University. He a native Kansas Citian and his wife Karen live in Leawood with two children.

mark@fpgkc.com

Rhonda Cooke

Rhonda brings more than 16 years’ experience to her role as Client Services Manager. With her prior experience in the legal profession and over 9 years in the financial services industry, she has the knowledge and expertise needed to provide a high level of client service to FPG. 

Rhonda grew up in Auburn, Nebraska and graduated from the University of Nebraska-Lincoln with a major in Criminal Justice and minor in Psychology. She enjoys spending time with her family, reading, playing softball and following the Huskers, Chiefs and Royals.

rhonda@fpgkc.com

Kelly Poje

Kelly joined TJ’s wealth management practice in 2008 and serves as the Client Service Manager, bringing more than 25 years of customer service experience. Her passion for life and to help others, provides a level of customer service that our clients have come to know and love.

 

Kelly grew up in Shawnee, Kansas and has lived in the Johnson County area her entire life.  She is very family oriented and enjoys spending time with the love of her life Tim and their amazing three boys.  Kelly also gives of her time freely as a volunteer at her church, helping the homeless and is a part of the Irish American Club of Johnson County.

kelly@fpgkc.com

Lorri Claiborne

As a Client Services Associate, Lorri is responsible for helping clients with various servicing needs for new and existing clients. She helps update and maintain client records and assists in setting up reviews and appointments. Other responsibilities include processing client distribution requests, servicing incoming calls and helping prepare the wealth management team for meetings. She also helps coordinate public speaking engagements for James and client appreciation events.

Lorri graduated from the University of Kansas with a major in Communications. After graduation she worked as a computer software trainer and Research Director for KCTV 5. 

lorri@fpgkc.com

Please reload

 
 
 
 
 
 
 
 
 
 
 
** 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.

Secure your future