Why Affinity?2019-08-13T10:16:46-05:00

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 21 years in the financial services industry. He and his wife of 24 years, Amy, have three children: Garrett, Paige and Savannah. In his spare time, Mark loves to play golf. However, his real passion is coaching his kids’ sports teams.

Mark Roberts ADV

Amy Roberts, CPFA
Amy Roberts, CPFAChief Managing Partner
Phone: 913-381-4800

Amy has worked in the financial industry with her husband for over 20 years doing various aspects of the business and is a Certified Plan Fiduciary Advisor. She has always had a passion to help people whether that is in her personal or business life. On the business side, she enjoys helping educate, advising and empowering people on financial topics that are important to them as well as providing them knowledge on financial strategies they may have not thought about to help meet their financial goals in their lifetime. She is an Investment Advisor Representative and also specializes in 401(k)s and small business planning.

Amy and her husband, Mark really wanted to give back to the community on a bigger scale. That’s when they decided to partner up with F3E: The Foundation for Financial Education, a national nonprofit that provides educational workshops and resources for financial literacy. Amy finds it rewarding going out to the community and talking with companies, libraries, community centers and so forth about how their Kansas City F3E branch can help educate their employees and the public.

On the personal side, Amy loves volunteering for SafeHome as a court advocate helping victims of domestic abuse by educating them on the different signs of abuse and what resources are out there for them to help empower them to make a change. She also spends time volunteering for CASA as a court-appointed special advocate for children.

Amy has spent her whole life here in Kansas City and is married to Mark, and has three amazing kids, Garrett, Paige and Savannah. She graduated from UMKC with a bachelor’s degree in Psychology. In her free time she also is a travel agent. She enjoys traveling, golfing and hanging out with family and friends.

Amy Roberts ADV

 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!

Tom Strandell ADV

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.
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 are very proud parents to Hailey who was born in 2016. They also enjoy taking care of the school of saltwater fish. Missy enjoys photography, and is involved at her local church.

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.

Mike Axelrod ADV

Angela Lyman
Angela LymanAdvisor/Registered Representative
Phone: 913-381-4800

Licenses & Registrations:

  • Series 7 General Securities Representative
  • Series 66 Uniform Investment Advisor Law
  • Life & Health Insurance Agent License

Angela joined the Affinity team in early 2013. She believes that communication, understanding one’s financial goals and risk comfort level are the key to retirement success. Being a fully licensed advisor gives her the unique ability to assist and educate individuals on the pros and cons of their securities investments as well as insurance products. Angela is able to identify the ideal mixture and structure needed to sustain the longevity of their assets and retirement comfort. She has completed extensive training to build a strong knowledge base of income tax strategies. This allows her to help pre and post retirees incorporate tax efficient growth and withdrawals into their retirement strategy.

Outside of her advisor role, she continues to deepen relationships with current clients by performing account reviews and makes necessary updates to client financial plans as changes happen in their life. She is also very active in our not-for-profit program. She donates her time to educating the public on important aspects and strategies pre and post retirement. She also donates her time to our Affinity Veterans program. She helps Veterans receive and incorporate a government pension for their income and health care needs.

Angela grew up in the country and you’ll hear her say that is where her determination, hard work and core values were instilled within her at a very young age. In her free time she loves outdoor adventures, golfing, and spending time with her family and friends. You might even catch her at an educational seminar on personality traits or communication styles because she finds the human mind and thought process fascinating!

Angela Lyman ADV

Jaime Wigginton
Jaime WiggintonOperations Director
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 and her husband are proud pet parents to a cat named Lola and dog named Nina. She enjoys cooking, reading and taking Nina for walks around the lake.

Pat Rice
Pat Rice Senior Operations Specialist
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 Washington
Tamika Reine WashingtonPlan 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!

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.

Sarah Lee
Sarah LeeOperations Specialist
Phone: 913-381-4800

Sarah joined Affinity Asset Management with over 10 years experience in the financial industry. She is a graduate of UMKC and holds her Series 7, 63, 65, & 24. She works meticulously to provide clients with an understanding of their accounts and acts swiftly to distribute information they may need. Sarah’s focus is on client reviews and clients account management. Additionally, she will assist with our financial planning team to generate comprehensive financial plans and provide options for each client to take. Her depth of knowledge and attention to detail will serve our clients and their families. 

In her spare time, Sarah likes to spend time with her daughter Emerson who loves to play soccer, volleyball and lacrosse. She enjoys redecorating her home and spending time baking. 

Christi Vanhorn
Christi VanhornClient Relationship Coordinator
Phone: 913-381-4800

As Client Relationship Coordinator, Christi 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 to the right team member. Additionally, she maintains and coordinates all advisors calendars, updates our CRM information, schedules client meetings, documents account objectives & researches current and historical performance reports for client reviews.

Christi has always been a south Kansas City resident except for years at University of Missouri in Columbia getting her education degree. Currently lives in the Red Bridge area. She has spent all of her working career as a teacher until now and is enjoying using her customer service and hospitality skills here at AAM. Christi has a grown son still living in Columbia since college and has retired her Cub & Boy Scouting leadership career after his Eagle award. After enjoying husband and family time, frequenting family at The Lake of The Ozarks, she enjoys time with music, baking, photography, reading, and keeping up with friends.

Strategic Partners

Glenn Stockton
Glenn StocktonManaging Partner at Stockton and Stern, LLC
Phone: 913-856-2828
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
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
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
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
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.


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.


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.