Jordan Rehagan

Leveraging my years of experience in the financial services industry, my passion for helping individuals in all stages of life prepare for their financial future fuels my drive as a wealth advisor. I am deeply committed to making the complex world of wealth management easier to understand and accessible to my clients, whether they’re individuals, families, young professionals, or those entering or enjoying their retirement years. My aim is to craft not just a financial plan that you’re comfortable with, but one that excites you.

“At the heart of my practice is understanding your ‘why’. This enables us to work together to shape a financial strategy that aligns with your unique needs and aspirations.”

My approach to wealth management is rooted in empathy and personalized guidance, turning the ever-changing world of financial planning into an empowering journey of achieving financial milestones. I strive to serve as an extension of your family and to be a trusted advisor you can rely on to navigate the wealth accumulation and management process.

Outside of work I enjoy spending time with my corgi puppy, going for runs, or cheering on my favorite sports teams – all things Kansas City, the Nebraska Huskers (Go Big Red!), and the Boston Celtics. I am also extremely invested in supporting and uplifting the Kansas City community I am privileged to call home.