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Our Team

How We Work

How We Work

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.

Our team approach adds perspective to all we do and provides increased benefits to our clients.

Meet 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, age wise, profession wise, and financially.

So Jerry committed his professional career - over 35 years ago - to this desire...creating strategies to grow, preserve 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, Brooke who has joined his business in July of 2023. He loves the outdoors, particularly any type of hunting, and travel.

Brooke Willis

Brooke received her bachelor’s degree at Rockhurst University with a double major in Finance & Economics and Spanish. She was a proud member of the cross-country team. She then worked in Financial Reporting and Mutual Fund Accounting at State Street, as well as a Senior Financial Analyst in Financial Planning & Analysis at G.E.H.A. After several years in the Financial Services industry, in July 2023 Brooke joined the family business. 

While Brooke appreciates the details and particularity involved in finance, her true passion is servicing her community and the connections she makes along the way. She is an advocate of financial literacy and she endeavors to support the financial professionals who educate clients to help them understand their financial choices and reach their financial goals.

Brooke resides in Overland Park, Kansas. She enjoys traveling, being outdoors, reading and hiking in Colorado. She is a people person and loves visits with friends and family.

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 lives in Lenexa, Kansas. Whenever possible she spends time visiting family in Garnett, and enjoys traveling with her dear friends and family.