Brad Skluzacek CFP® CPWA®

Senior Vice President | Wealth Advisor | Kansas City -- Brad is a Certified Financial Planner who has been in the financial services industry for over a decade. Having served clients in many roles, ranging from Personal Banker to Financial Advisor, Brad brings a vast level of expertise providing a truly elite wealth management experience for his clients.

Looking for guidance on your investments, retirement plans, or anything regarding financial planning? Schedule an introductory call with our wealth managmeent team today.

Articles By:

Brad Skluzacek CFP® CPWA®

The ABCs (and Ds) of Medicare

Healthcare costs are a major concern in retirement, but Medicare can help. With nearly 97% of seniors covered by Medicare, understanding your options is crucial whether you’re already retired, planning ahead, or helping family members. This informative video...

What It Takes to Reach the Summit

Our special guest is Joel Schauer, a member of our GreenUp community and one of only 47 people in the world to achieve the Explorers Grand Slam by climbing the highest mountain peaks of all seven continents. Joel shares how he went from a philanthropist starting...

Investment Hierarchy (Which Accounts to Fund First)

When a person gets started with investing, it can be a challenge knowing where to begin. What type of accounts should you consider and in what order should you fund them? Watch this video to learn some general guidelines for the “investing hierarchy” that can help...

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