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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

Edward Taylor, AIF®

Managing Partner, IAR, & Accredited Investment Fiduciary®


I served our Nation as a United States Marine and as a United States Army Officer.  It was during these years I developed a passion for helping others with their finances, including obtaining loans, preparing financial statements, and...

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Ryan Bargfrede

Managing Director of Training and Recruitment

(816) 728-7680

I was born and raised in Gladstone, Missouri and attended Oak Park High School.  I received a soccer scholarship at Texas Lutheran University upon graduation.  After my junior year, I married the love of his life, Liz Benyo.  After...

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