We are passionate about helping retirees and their loved ones achieve their financial aspirations.
Todd Schick*
EA, CFP™, CLU™ & ChFC™ President/Chief Financial Advisor
Brian Brown
Insurance Professional
Brett McMillan
Financial Representative
Kyle Gilbert, RICP
Paraplanner/ Service Representative
Service Representative
Danielle Ferguson
Client Services Coordinator
Megan Madsen
Client Services Administrator
Regan Matney
Executive Administrative Assistant
Susan Schick
Marketing & Business Director
Angela Lading
Client Services Coordinator
Lynn Markt
Tax & Accounting Professional
Teresa Morgans
Tax & Accounting Professional
Brandon Kleinmeyer
Tax & Accounting Professional
Stanley Monger, CPA
Tax & Accounting Professional
Bob Roberts
Tax & Accounting Professional
Diana Roberts, EA
Tax & Accounting Professional
Carolyn Lindsey
Tax & Accounting Professional
Kelly Petree, CPA
Tax & Accounting Professional
Choosing a financial firm is a big decision. Here are a few characteristics that set us apart:
This means that we are not beholden to any particular financial products, companies or carriers. We recommend what’s right for the client, every time.
We take licensing, designations and financial continuing education seriously and strive to make sure we are well-versed and up-to-date on the most current financial information.
Our financial professionals make investment recommendations that serve the client first and foremost. As a fiduciary, everything we do is in the client’s best interest.
Todd’s objective is to help you create a plan that is simple to follow and helps you make confident decisions with your money.
CFP® professionals create a tailored plan based on your needs. And with Todd’s experience, he can help create a plan that seeks to maximize your benefits while reducing your financial risks.
No matter what age you are, savings are important. You may need to create an emergency fund or plan for retirement. Whatever your savings needs are, we can work with you.
Our vision is to continue to grow, protect your assets, and help you achieve your dreams. We are committed to being a source of knowledge and leadership for our clients as well as our staff and community.
In addition to compeleting a comprehensive financial planning curriculum, candidates for CFP® certification must have a bachelor’s degree (or higher) in any discipline to successfully attain the credential. Once certified, CFP® professionals are required to complete continuing education coursework, including a CFP® Board approved ethics course.
Start the conversation by calling 913.322.3500 and let’s see how we can be of service to help you protect and grow your wealth.
EA, CFP™, CLU™ & ChFC™
President/Chief Financial Advisor
Todd’s extensive experience helps clients work toward their retirement dreams. He uses his expertise to develop unique solutions tailored to each client’s needs and goals. Todd has also conducted numerous seminars for large corporations including Sprint, Coors Light, Bayer and Cerner.
Todd has passed the Series 7 and 66 securities exams, holds life and health insurance licenses in Missouri and Kansas, is a CERTIFIED FINANCIAL PLANNER™ professional and has obtained the Chartered Life Underwriter and Chartered Financial Consultant designations. He holds three degrees from Missouri State University: two in computer information systems and one in finance.
A Kansas City native, Todd is dedicated to family values, personal initiative and changing his clients’ lives for the better. He enjoys playing golf, supporting charity events and exercising. Todd is also pursuing his lifelong dream of becoming a pilot. Todd has a loving wife, Susan, that holds down the fort, and is the backbone of many of Todd’s endeavors. They are busy outside of work raising their two children, Maverick and Maddison.
Todd helps clients work toward their retirement goals.
He holds three degrees from Missouri State University: two in computer information systems and one in finance.
Learn 10 more things about Todd by clicking the image below.
Insurance Professional
Brian joined Aspire Wealth Management in 2021, and has been in the financial industry for more than 20 years. Brian initially got a Bachelor of Science degree from Missouri Valley College in Biology. He had an interest in going into Physical Therapy but right out of college took a financial position at American Century and the rest is history.
Brian holds his Life & Health license. In all of Brian’s positions, he likes to consider himself the ‘client whisperer’ because of his ability to diffuse a challenging situation and helping to ensure clients are comfortable in their particular situation. Brian is a native Missourian and appreciates that clients need to be brought through the process by showing them instead of telling them, and seeks to build trust and rapport with clients in this way. Brian knows that the team is not only his colleagues, but the clients as well, he has a lifetime of sports background that taught him this early on.
Brian enjoys giving back to the community through his involvement in the Kiwanis Club, and Shadow Buddies. Brian lives in Kansas City, KS with his better half Nicole and their two felines, Princess and Nala. Brian is an avid sports fan, and you can catch him at anyone of the KC Chiefs, Royals or Sporting KC home games.
Financial Representative
Click the image below to reveal 10 interesting facts and get to know even more about Brett:
Paraplanner/Service Representative
Service Representative
Client Services Coordinator
Client Services Administrator
Executive Administrative Assistant
Marketing & Business Director
Susan joined the Aspire Wealth Management team in 2017 when they opened their doors. She has over 20 years of business development experience, and brings a vast knowledge of marketing. Susan has an extensive background in customer service, and this proves to be an invaluable resource to Aspire as we grow to ensure the clients feel like family. Susan is committed to providing outstanding customer service and organizing unique, memorable events that are of the highest quality.
Susan grew up traveling as an Army brat, which provides a great foundation for her love in meeting new people. Susan lived for 20 years in the Hampton Roads area of Virginia, but decided to move to Kansas City permanently in 2010, as her parents and family are from Kansas City. She loves all sports, but is especially loyal to the KC Chiefs. Although her golf game isn’t on par, it’s one her favorite pastimes to spend time with her husband Todd. As a family they are always busy entertaining while taking care of their fun loving 3 year old, Maverick and their very inquisitive 9 month old daughter, Maddison. Susan has 1 Mini-Goldendoodle, Bentley and enjoys a great mystery, and a wonderful Chardonnay.
Do you know the difference between V and H rated tires? Susan does! She was an account executive in the tire industry for five years.
Click the image below to reveal 9 more interesting facts and get to know even more about Susan.
Client Services Coordinator
Tax & Accounting Professional
Tax & Accounting Professional
Tax & Accounting Professional
Tax & Accounting Professional
Tax & Accounting Professional
Tax & Accounting Professional
Tax & Accounting Professional
Tax & Accounting Professional