Why Affinity? 2017-12-06T15:43:42+00:00

Why Affinity?

Who We Are

Affinity Asset Management is a full service financial advisory firm, specializing in Money Management, Retirement Tax Strategies, Retirement Income Design, and Retirement Planning. We focus on strategy and service before product selection. Our unique approach has earned us the ultimate compliment clients can give: referrals

 

What We Believe

We believe it’s important to have a blueprint or design before you can focus on the wall colors and carpeting. We spend time working on your blueprint and help you design a strategy to meet your goals and expectations. Only then will we review the ‘carpet and color,’ the financial products you currently have and those that you might consider adding to complement your overall design.

What We Can Do

As an independent financial advisory firm, we are able to offer many options that clients might not otherwise have. We represent more than one company, which means more product choices for you! Using the strength that comes with choice creates an advantage you can count on. After we design a strategy, we’ll seek the products best suited for your goals. We have learned that the fastest way to help you create a workable plan is to focus on smart retirement tax strategies, not aggressive investment selection. Our goal and yours are the same, to provide you with the largest net income on the least gross income.

Questions to Ask Your Financial Advisor

How Does a Financial Advisor Get Paid

Introduction to Affinity Asset Management

Becoming a Client with Affinity

Our Valuable Team Members

Mark Roberts
Mark RobertsOwner/President
Phone: 913-381-4800
In addition to managing clients’ money and giving investment and diversification advice, Mark offers something that “the other guys” don’t – a unique approach to Retirement Tax Strategies and distribution. Time and time again, Mark meets with new clients who tell him they have a great relationship with their financial advisor but have never been offered information on this kind of approach to securing their financial futures. Mark has taken this feedback to heart and works tirelessly to ensure that his strategies focus on taxes and distribution.

Mark started selling insurance for a major insurance company right out of high school to help put himself through college. After graduating with a degree in finance, he dove into estate planning on the financial side to set himself apart from other financial advisors. However, as changes were made to estate tax laws over time, Mark shifted his focus to income tax strategies.

Mark’s philosophy is “the blue prints are more important than the wall paper or carpet.” The wall paper and carpet represent products like investments and insurance policies, whereas the blue prints represent the strategies. Once strategies that truly fit the client’s needs are put in place, our focus can shift to providing you with the right products. According to Mark, “It doesn’t matter what carpet we use if the walls are not in the right place.”

Our approach to money management is designed to generate the largest alpha (quality) with the lowest standard deviation and beta (risk). By doing this, we help provide clients with the highest return on the lowest risk. Generating income for our retirees is also very important. Because withdrawing money from your portfolio hurts the account rather than helping it, our goal is to design income strategies to harm the portfolio the least making the money last longer.

Mark Roberts was born and raised in the Kansas City area, and he’s spent 18 years in the financial services industry. He and his wife of 21 years, Amy, have three children: Garrett (13), Paige (10) and Savannah (5). In his spare time, Mark loves to play golf. However, his real passion is coaching his kids’ sports teams.

 Tom Strandell
Tom StrandellSenior Partner
Phone: 816-901-0581

Tom has always had a passion for helping his clients protect and grow their money. Tom’s approach is to treat every client in respect to their own individual needs- not the “cookie-cutter” approach others use. Establishing a strong relationship with his clients and understanding what their goals are, has been the cornerstone of his success.

Tom’s entry into the financial services business came after a successful corporate career in the medical industry, where he worked for several Fortune 100 companies. After five corporate mergers and two “downsizings” in thirteen years, Tom entered the financial services industry in 1999. With a degree in Electrical Engineering, Mathematics minor, and corporate experience, Tom has the analytical ability to put financial strategies together, while at the same time has the empathy to understand transition whether it is from Company A to Company B or from work to retirement.

“Strategy First, Products Second” has always been Tom’s philosophy about making recommendations. Once a strategy is in place, products like investments and insurance are used to implement the strategy. Tom strongly believes that everyone has their own unique needs and goals, and he tailors his recommendations for each unique client situation.

Managing money is as much about managing client’s expectations as it is the technical fundamentals of a portfolio. The rules for someone accumulating assets are way different than the rules for someone withdrawing income in retirement. Too often people are applying the wrong set of rules during a certain phase of their retirement. Tom’s goal is to help make sure you get a paycheck in retirement and that your money lives longer than you do.

Tom Strandell was born in South Dakota and has a degree in Electrical Engineering from South Dakota State University. He moved to the Kansas City area in 1998. He has 3 children: Shantelle, Jordan, Joshua and 4 grandchildren, 2 of which are twins! Tom enjoys the outdoors, golfing, fitness, and sports. Most of all, he loves to spoil his grandkids!

Kellie Banta
Kellie BantaVice President of Operations/Marketing Director
Phone: 913-381-4800
Kellie is responsible for the marketing vision for Affinity Asset Management. Her focus is on organizing client appreciation events, seminars, tradeshows, & workshops to help educate our clients on current market trends. Kellie also oversees the production of our website, social media, blog, promotional items and advertising events. Kellie’s other major responsibility is the supervision of Affinity Asset Management operations, providing leadership and guidance to our team. Kellie brought her marketing background and passion for serving clients to Affinity Asset Management in 2010. When she isn’t spending time with her husband and children, she enjoys playing tennis, listening to live music, and visiting with friends & family.
Josh Ornce
Josh OrnceAdvisor
Phone: 913-381-4800

Originally from Lee’s Summit, Missouri, Josh went to Baker University where he obtained his Bachelor’s degree in Education. He then attended graduate school at the University of Missouri-Kansas City and graduated with a Masters in Educational Administration. Josh has been in the financial industry for over 15 years and holds both his Life & Health insurance license and Property & Casualty license for Missouri and Kansas.

Josh has extensive personal and professional experience when it comes to helping with the financial planning of families and businesses. From strategic planning for the accomplishment of long term goals to insurance analysis and protection of assets, he brings a wealth of knowledge to the table. He recognizes that each family has different financial needs and builds a strong solution accordingly.

Josh is a proud Scout Master of Troop 33 in Lone Jack, Missouri where he and his wife of 19 years live with their 2 sons. He enjoys coaching both of his sons’ baseball and basketball teams, spending time with his family and mentoring the Boy Scout troops.

Mike Axelrod, CFP®
Mike Axelrod, CFP®Director of Financial Planning
Phone: 913-381-4800

Mike joined Affinity Asset Management in 2016 bringing more than 20 years of comprehensive financial analysis experience with him. He has a proven ability to explain complex financial strategies to individuals not well-versed in the industry. Mike is proficient in multiple financial planning and insurance illustration platforms, possesses a thorough knowledge of investment strategies, including mutual funds, fixed, variable and income annuities and takes great prides in structuring the right approach for each client to take. He holds his life, health and Series 7, 9, 10, 24, 63 and 65 licenses and is also a Certified Financial Planner™.

Mike graduated from Webster University with a B.A. in business administration. He lives in Overland Park with his wife and two children. When he isn’t spending time with his family he enjoys hockey, golf and baseball.

Angela Lyman
Angela LymanRegistered Representative
Phone: 913-381-4800

Angela believes in communicating with clients about their current financial position, discovering their financial goals and then providing the tools and strategies to accomplish those financial goals. Angela also supports our senior partners by performing investment research, client reviews & gathering the necessary information for the financial plans. Angela is a team member to Affinity Veterans and Financial Services and is committed to being part of a team that delivers a comprehensive client solution.

Outside of work, Angela enjoys spending time with her family and her cat, riding street bikes and volunteering with her local animal shelter.

Jaime Wigginton
Jaime WiggintonOperations Manager
Phone: 913-381-4800
Jaime’s core responsibilities include assisting in the organization and production of client paperwork. Jaime also makes time to sit down with the clients and walk them through the new account process; she takes great care in answering questions and making sure no detail has been overlooked. Jaime brought her 5 years of industry experience as well as a passion for serving clients to Affinity Asset Management.

Jaime graduated from the University of Kansas. She resides in Olathe with her husband, cat named Lola and dog named Peyton. She enjoys cooking, reading and taking Peyton for walks around the lake.

Pat Rice
Pat Rice Portfolio Research Manager/Registered Representative
Phone: 913-381-4800

Pat is insurance licensed and a Registered Representative. Pat joined Affinity Asset Management with over 10 years experience in the financial industry. He works diligently to provide outstanding service to our clients, portfolio management, client reviews and client accounts management. His wealth of knowledge and rapport with others reinforce his dedication to caring about our clients, their families and their stories.

In his spare time, Pat likes to spend time with his children and attending their activities but he also enjoys going for long bike rides and cheering on the Royals.

Tamika Reine
Tamika ReinePlan Coordinator
Phone: 816-901-0581
Tamika’s core responsibilities include gathering information necessary for financial plans and coordinating the input, scheduling client meetings, processing client paperwork and client service work. She also oversees the daily functions of the office to ensure a great service for clients. Tamika joined forces with Tom Strandell in 2006 bringing her expertise in organizational skills, attention to detail, and exceptional customer service skills.

Tamika graduated from NWMSU with a bachelor’s degree in accounting. She enjoys spending time with her fiancé and their beautiful daughter, along with 2 dogs and a cat! When she isn’t spending time with her family, she enjoys reading, sand volleyball, camping and boating!

Missy Tullis
Missy TullisBusiness Manager
Phone: 913-381-4800
As the Business Manager, Missy oversees our IT department, accounts payable/receivable and online access for our clients. She also manages our client database, making sure that it is accurate and up to date. Additionally, Missy coordinates all office and lease agreements. Missy joined Affinity Asset Management in 2007 and continues to help us provide exceptional service.

Missy graduated in 2005 from ENC in Boston, MA with Bachelor’s degree in Psychology & Social Relations. Missy and her husband have 3 pets: their two loveable cats Mittens & Daisy and their energetic Papillion Ellie. They also enjoy taking care of the school of saltwater fish. Missy enjoys photography, and is involved at her local church.

Amy Roberts
Amy RobertsHuman Resource Manager
Phone: 913-381-4800
Amy joined Affinity Asset Management in 1994 and has conscientiously strived to support every employee by providing information on policy changes, vacation scheduling and compensation. She generates payroll for the company, manages office expenses, and prepares and supervises the budget. Amy enjoys selecting client gifts throughout the year and takes pride in adding just the right touches to show our appreciation.

Amy graduated from UMKC with a bachelor’s degree in psychology. She enjoys spending time with her husband and three beautiful children.

Stacy Drake
Stacy DrakeMarketing Manager
Phone: 913-381-4800

As the marketing manager, Stacy is responsible for developing the market strategy for the company and in line with the company objectives. She manages and improves our lead generation campaigns and measures those results. Additionally, Stacy is dedicated to greeting our clients both in person and on the phone to ensure their experience is seamless and comfortable.

Stacy is an Overland Park native, living in Western Shawnee with her three children. Stacy’s background includes event planning, marketing, sales and she has a true passion for client satisfaction. In her free time she enjoys CrossFit, golfing, going to concerts and sporting events.

Lindsay Peoples
Lindsay PeoplesClient Relationship Coordinator
Phone: 913-381-4800

As Client Relationship Coordinator, Lindsay guides clients through each office visit, phone review and opportunity for correspondence with a dedication to service excellence. She welcomes visitors by greeting them, in person or on the telephone; answering or referring inquiries. Additionally, she documents account objectives & researches current and historical performance reports for client reviews.

Lindsay loves spending time with family and friends, especially during football season. Lindsay and her husband enjoy listening to live music, canoeing and hiking in Eureka Springs, Arkansas. However, her greatest passion is her two dogs! She is dedicated to volunteering at her local animal shelter and Furry Kids Refuge.

Strategic Partners

Glenn Stockton
Glenn StocktonManaging Partner at Stockton and Stern, LLC
Phone: 913-856-2828
www.stocktonlaw.com
Glenn A. Stockton, J.D, is the principal and managing attorney of the firm, has been engaged in the private practice of law in the Kansas City area for 14 years. With his wealth of knowledge and experience, Glenn is able to design custom estate plans on behalf of clients that preserve wealth, protect personal and family assets and afford clients the comfort and peace of mind that comes from knowing that their loved ones are protected. Glenn is a member of Wealth Counsel, a national alliance of estate planning attorneys as well as the Probate Law Bench/Bar Committee of the Johnson County Bar Association. Glenn is also an accredited attorney with the Veterans Administration (VA), is a member of the Sons of the American Legion, the American Legion Riders, the Gardner Rotary Club and is a Paul Harris Fellow of the Rotary Foundation of Rotary International.
Don Childers
Don ChildersPublic Accountant, Childers Tax Services LLC
Phone: 913-341-4829
www.childerstaxservice.com
Don entered the financial services industry in 1972 as a field rep, and served as an independent insurance broker before going into business for himself. Don started Childers Tax Service LLC in 1982, specializing in Individual and Small Business Tax Preparation. He formed a relationship with Affinity Asset Management in 2008 to extend tax preparation services to our clientele. Don works primarily with small businesses, corporate executives and retirees, specializing in business planning with an emphasis on employee benefits and tax planning using fixed insurance.

Don has been a member of the Kansas City Chapter of the Society of Financial Service Professionals for 17 years, having served on its board for three of them. He and his wife, Linda Brady, have four wonderful children and 10 grandchildren.

Christian Toman
Christian TomanHead of Private Banking at First Option Bank
Phone: 913-592-3811
www.firstoptionbank.com
Christian Toman is Head of Private Banking at First Option Private Banking and has worked with First Option Bank since 2009. Christian works with a team of professional advisors to develop strategies tailored just for you; Deposit Accounts, Credit Services, Trust Services & Financial Advisory Services.
James Varhall
James VarhallV.P of Personal Lines
Phone: 913-451-0020
www.bvia.com
James Varhall has been with the Blue Valley Insurance Agency for over 17 years. He specializes in auto, home, and small business insurance. James spends most of his free time coaching youth sports with his wife and two children. He is active in local schools as a volunteer WatchDawg.
Elizabeth Hill
Elizabeth HillFamily Law Attorney, Hill Law Firm
Phone: 913-381-1500 X 103
Elizabeth is trained as a collaborative family law attorney and has been a family law mediator for many years. Her experience litigating high-conflict family law cases means she recognizes that the adversarial nature of trial can be overwhelming, expensive, and inefficient, especially for families that are already hurting. Alternative dispute resolution methods such as collaborative law and mediation encourage cooperation between divorcing spouses by allowing parties to take control of the process. Her role as a mediator or collaborative family law attorney is to improve the decision-making process and to assist couples in reaching an agreement that they can accept and embrace as their own.
Scot Johansen
Scot JohansenSr. Mortgage Loan Officer, First Federal Bank
Phone: 913-927-1008
www.scotjohansen.com
Scot Johansen has been helping families like yours buy homes for over 19 year. Scot’s background has allowed him to become a leader in working with First Time buyers and can assist you with affordable mortgage options, including FHA, bond down payment programs, as well as community second programs, including MHDC and KC Dream. Scot can also help you decide if it’s a good time to refinance your current mortgage.

Charities

Being part of the Kansas City area, we want to give back to our community. Supporting local charities through services, golf tournaments and hands-on help is just a start. In addition, we provide scholarships for our local community college to support those young adults entering our business community.

Community

We have a commitment to our client community and want to get to know them and their families as we want them to get to know the Affinity Asset Management family. To provide that opportunity, we host different events throughout the year to encourage our clients to come out and share in the informative workshops, golf tournaments, social events and other gatherings. We value our clients and want to show them appreciation.