Grabner, Joshua Agt

Midwestern Financial Group Inc. is a trusted financial planning firm based in Overland Park, KS, with over 47 years of experience in helping individuals and families achieve their financial goals. Their wholistic and simplified approach to financial planning ensures that clients receive the education, coaching, and guidance they need to make informed decisions. With a small office by design, Midwestern Financial Group treats clients like family, providing an authentic and intimate atmosphere. Specializing in investment coaching, financial planning, wealth management, retirement planning, and estate planning, Midwestern Financial Group takes the time to understand each client's unique needs and goals. Their team of dedicated professionals, led by President Jeffrey Jenkins, is committed to helping clients navigate the complexities of the planning process and monitor their financial plans for long-term success.Generated from the website

Meritage Portfolio Management is an institutionally based investment management firm providing asset management for families, foundations, endowments, corporations and qualified retirement plans. Meritage offers five distinct, proprietary equity strategies managed by a seven person investment team comprised of Chartered Financial Analysts. Clients tell us they value working directly with portfolio managers making the investment strategy decisions, our transparent fee structure, and the accessibility of our client service team. The firm manages $1.7 billion in assets for local, regional, and national clients from its base in Overland Park, Kansas, and has been operational for more than 25 years.