Our Team

JERRY WILLIS

Jerry Willis has a deep desire to help people make smart decisions about their money, especially in regard to retirement.  Jerry's desire to assist people with their financial situation was sparked right out of college when he worked at a lending company.  He saw people in many different stages of life, agewise, professionwise, and financially.

So Jerry committed his professional career - over 20 years ago - to this desire...creating strategies to grow, protect and transfer wealth.  Jerry focuses on bringing an approach to his clients so they can avoid the pitfalls of being trapped financially in retirement, with few choices.

Growing up in a rural area, Jerry enjoyed the independence and freedom of open spaces. He has a particular affinity for farmers and small business owners.  He has a good understanding of the unique challenges facing these individuals and can relate to them effectively.

Jerry has one daughter and three cats.  He loves the outdoords, particularly any type of hunting, and travel.

You can find Jerry on LinkedIn.

ARLENE GARDNER

Arlene Gardner loves to work, stay active and serve people.  Arlene has worked for multiple companies in the Kansas City area over the years-including Stadium Chair Company, Edward Jones and Deluxe Check Printers.  Her current role includes preparing client paperwork and providing client services.  Along with coordinating office responsibilities, she maintains the client database which helps the office run smoothly and ensure that clients' needs are responded to promptly.

Arlene was born and raised in Garnett, Kansas and today Arlene and her husband Dennis live in Lenexa, Kansas.  Whenever possible they enjoy time at their lake home with their three grown children and 11 grandchildren.