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.
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.
A step-by-step way to make progress
What’s your goal? This drives all of our work together.
Where are you now? We need to know where you are today so we can help you reach your future goals.
What path do you want to take? We will outline various options and the pros and cons.
Put the agreed upon plan in place. We will encourage you to follow through and make progress.
A step-by-step way to make progress
What’s your goal?
This drives all of our work together.
Where are you now?
We need to know where you are today so we can help you reach your future goals.
What path do you want to take?
We will outline various options and the pros and cons.
Put the agreed upon plan in place.
We will encourage you to follow through and make progress.
A step-by-step way to make progress
What’s your goal? This drives all of our work together.
Where are you now? We need to know where you are today so we can help you reach your future goals.
What path do you want to take? We will outline various options and the pros and cons.
Put the agreed upon plan in place. We will encourage you to follow through and make progress.
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.
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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.
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.
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Andrew resides in Lawrence with his wife Britani. In his free time, he enjoys traveling, watching KSU sports, and playing golf.
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.
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 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 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.
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Introducing the Land As Your Legacy team
Licensed Insurance Professional. This material has been prepared for informational and educational purposes and should not be construed as a solicitation of for the purchase or sell of any investment. The content is developed from sources believed to be providing accurate information. The information is not intended to be investment, legal or tax advice. Different investments involve varying degrees of risk, including and up to the loss of principal. Any references to protection, guarantees or lifetime income refer to insurance products, never securities products. Insurance and annuity products are backed by the financial strength and claims-paying ability of the issuing insurance company.
Securities offered though CreativeOne Securities, LLC member FINRA/SIPC/ Investment advisory services offered through CreativeOne Wealth, LLC a Registered Investment Adviser. ChangePath, CreativeOne Wealth and CreativeOne Securities, LLC are separate entities.