Kansas City Financial Planning & Wealth Management

Professional financial and retirement services

ChangePath helps clients reach their life and legacy goals 


We strive to provide financial and retirement strategy and product recommendations for our clients. We look at each client’s unique financial situation, focusing on their priorities and goals, while always staying true to what’s in their best interest. We strive to inform about the pros and cons of various options so clients can make confident decisions regarding their finances. 

Professional financial and retirement services

ChangePath helps clients reach their life and legacy goals 


We strive to provide financial and retirement strategy and product recommendations for our clients. We look at each client’s unique financial situation, focusing on their priorities and goals, while always staying true to what’s in their best interest. We strive to inform about the pros and cons of various options so clients can make confident decisions regarding their finances. 

Our five-step process

A step-by-step way to make progress

IDENTIFY

What’s your goal? This drives all of our work together.

ASSESS

Where are you now? We need to know where you are today so we can help you reach your future goals.

PLAN

What path do you want to take? We will outline various options and the pros and cons.

EXECUTE

Put the agreed upon plan in place. We will encourage you to follow through and make progress.

MONITOR

Life changes and your goals might too. We will monitor and adjust as needed.

Our five-step process

A step-by-step way to make progress

IDENTIFY

What’s your goal?

This drives all of our work together.

ASSESS

Where are you now?

We need to know where you are today so we can help you reach your future goals.

PLAN

What path do you want to take?

We will outline various options and the pros and cons.

EXECUTE

Put the agreed upon plan in place.

We will encourage you to follow through and make progress.

MONITOR

Life changes and your goals might too.

We will monitor and adjust as needed.

Our five-step process

A step-by-step way to make progress

IDENTIFY

What’s your goal? This drives all of our work together.

ASSESS

Where are you now? We need to know where you are today so we can help you reach your future goals.

PLAN

What path do you want to take? We will outline various options and the pros and cons.

EXECUTE

Put the agreed upon plan in place. We will encourage you to follow through and make progress.

MONITOR

Life changes and your goals might too. We will monitor and adjust as needed.

We have the know-how and the heart to help you

Meet the professionals behind the firm


We have the know-how and the heart to help you

Meet the professionals behind the firm


Brian Harrold

Partner, Financial Planner, ChFC, RICP

Brian Harrold is a graduate of the University of Kansas. He holds a degree in Economics as well as his life and health licenses and Series 7 and 66 registrations. Brian earned his Chartered Financial Consultant® designation from the American College of Financial Services in 2016 and his Retirement Income Certified Professional designation in 2021.

He started his career with Ameriprise Financial in 2004, working as both a financial planner and a manager. He later joined Cornerstone Financial Group and stayed with them as they transitioned to MetLife and then to MassMutual. Throughout those transitions he has been focused on gaining access to a greater set of solutions to help him address clients' most complicated problems. Throughout his career, clients have respected Brian’s ability to break down complicated topics and his unwavering philosophy that his clients come first.
​
When he isn't working, Brian enjoys Chiefs football, KU basketball, Formula 1 racing, and spending time with his wife Trish and their two boys, Jackson and Charlie. To Brian, business is important, but free time is family time.

Andrew Congleton

Partner, Financial Adviser, Investment Adviser Representative

Andrew is a graduate of Kansas State University. He holds a degree in Finance as well as his life and health licenses and Series 7 and 66 registrations.

Andrew started his career with Oppenheimer & Co. in New York City in 2008, working as a sales associate in the private client division. He joined Cornerstone Financial group as a Financial Advisor in 2011 and has maintained his focus of working with small business owners, young families, farmers, and individuals planning to retire as Cornerstone transitioned to MetLife and MassMutual. Andrew specializes in providing clients with advice on financial matters and making recommendations that will allow both businesses and individuals to best utilize their money. He is careful to ensure that clients understand their options and the products, services, and investment options that will best meet their needs.
​
Andrew resides in Lawrence with his wife Britani. In his free time, he enjoys traveling, watching KSU sports, and playing golf.

Joe Hoglund

Investment Advisor Representative

Joe Hoglund is a licensed financial advisor. As an investment advisor representative, he holds his life and health insurance licenses in addition to his Series 7 and 66 registrations.


Joe started his career in the financial services industry with Mass Mutual in 2017, initially focusing on insurance products and then graduating into securities work. During his time at Mass Mutual he implemented insurance benefits and investment management for individuals plus presented and established benefits programs for area small and medium-sized businesses. In 2020, Joe transitioned to a fee based Registered Investment Advisor firm in Overland Park where his main fiduciary focus was wealth management and employer sponsored retirement plans. In addition to his work with clients, Joe assumed responsibilities for firm level administration. His core philosophy is influenced by the quote, “Integrity is doing the right thing even when no one is looking.” Joe is driven by his purpose of helping his clients find sensible and efficient paths to achieve their financial goals.


Joe has been a resident of the Kansas City area for 25 years and is grateful for his trips back home to Minnesota to visit family and clients. He currently lives in Overland Park with his wife Amy. When not working, he enjoys tinkering on mechanical things and attempting to make his wife and daughter laugh.

Nate Geist

Investment Advisor Representative

Nate Geist graduated from Kansas State University with a degree in Finance and Economics. As an investment advisor representative, he is licensed in life, health, and long-term care insurance, and holds Series 7 and 66 registrations. With over 12 years of experience, Nate has advised clients in investment planning, insurance, and financial strategy.


His primary goal is to ensure each client attains financial security, whether it's building a retirement fund or safeguarding assets. He excels at assisting small businesses with their fluctuating financial needs and helping individuals by crafting and implementing tailored plans to achieve their financial goals.


Nate resides in Olathe with his wife, Ashley. In his leisure time, he enjoys outdoor activities, watching sports, and a casual round of golf.

We offer a variety of services customized for each client

Your specific goals determine services and products

We are an independent firm located in Overland Park, Kansas. We are committed to always working in the client’s best interest and helping them understand how managing assets today can build a better future.

We offer a variety of services customized for each client

Your specific goals determine services and products

We are an independent firm located in Overland Park, Kansas. We are committed to always working in the client’s best interest and helping them understand how managing assets today can build a better future.

Financial and Wealth Planning
Once we know your goals, and we know the current state of your finances, we can make recommendations and create a plan for you. There are usually many paths to reaching your goal. We can help you discover the pros and cons of each to develop a comprehensive wealth management plan.
Investment Management
Aligning portfolio allocations with risk tolerances to help ensure you’re comfortable with wealth management choices is always the first step. After that, constant monitoring, review and assessment gives us the right information to stay the course or course-correct if needed.
Portfolio Management
Financial and retirement assets can be held in a variety of accounts, each with its own level of complexity and maintenance. We can help make sure all of your accoun ts are in sync and handle the ongoing monitoring and adjustment required. 
Retirement Income Planning
We believe an enjoyable and lasting retirement depends on having a stable retirement income. After looking at your unique financial situation, we aim to design a retirement plan that helps you create an income you won’t outlive—one that maximizes the value of your assets and preserves a legacy.
Estate and Legacy Planning
Legacy planning can be an emotional and complex series of decisions. If you want to leave your assets to heirs, a charity, or want to develop a business succession plan, we can help design a strategy to accomplish this goal.
Tax Strategies
Taxes will always be a part of life. We can review your assets and see if strategies to reduce taxes might apply in your situation. Every dollar saved today can work for you in retirement.
Insurance
People often talk about insurance as “protection,” but it’s really a form of risk mitigation. It ensures that, no matter what twists and turns come with life, clients have a safety net in place. Whether it’s life, long-term care, disability, or an annuity – insurance can provide resources when most needed.
Social Security Maximization
Choosing when and how to draw Social Security can be a tough decision. Factors including marriage status, can impact your options. We can help you navigate the possibilities, so you get the most from your hard-earned benefits.
Workplace Benefits and Pension Maximization
It can be difficult to know how your benefits and pension will align with other assets and Social Security in retirement. It’s important to review what’s in place and see if all income streams will work together to support your goals. We also help business owners with various strategies for employee benefit options. 

Resources, knowledge and tools for you

Get to know your own numbers


​Here, you’ll find a variety of calculators to help you plan and estimate your retirement income.

Monthly Market Commentary

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Your farm's future

is in good hands


Introducing the Land As Your Legacy team


Learn about some of the great

companies that we work with.


LEARN MORE
Are you ready to take a look at your financial future? We are here for you! Let’s schedule a time to talk about your goals. 

Contact Us


Don't be a stranger!

7400 W. 130th Street, Suite 130, 
Overland Park, KS 66213
Are you ready to t ake a look at your financial future? We are here for you! Let’s schedule a time to talk about your goals. 

Contact Us


 Don't be a stranger!

7400 W. 130th Street, Suite 130, 
Overland Park, KS 66213
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