Distance Metro area (25 miles)
- CFA = Chartered Financial Analyst
- CFP = Certified Financial Planner
- ChFC = Chartered Financial Consultant
- CIMA = Certified Investment Management Analyst
- CDFA = Certified Divorce Financial Analyst
- CPA = Certified Public Accountant
- PFS = Personal Financial Specialist
- Firm founded in 1976
- Team of 9 professionals
- Fee-Only, NAPFA Registered Financial Advisors
- Searcy Financial Services, Inc. is an independent Registered Investment Advisor (RIA) with the U.S. Securities and Exchange Commission
I assist retirement plan sponsors and other stewards with their leadership, stewardship and governance responsibilities in managing well-run retirement plans and helping employees retire with dignity. I also have a robust understanding of formalized best-practice processes.
Searcy Financial Services, Inc. is a fee-only Registered Investment Advisory firm. We help business...
Bryan Gum (CRD# 6517530) is an Investment Advisor Representative working at Triune Financial Partners, LLC in Overland Park, KS and has over 4 years of experience.
As a financial planner, Bryan knows you can’t out-earn your problems. “Obtaining financial freedom is about using money as a tool to provide for the life you want, with an intentional focus on what really matters.” That’s why Bryan loves helping clients make planning decisions that benefit a client's whole self: financial life, personal life, and marital life. “When you can get everything clicking together, amazing things happen.”
Learning there were really only four uses for money—live, give, owe and grow—was pivotal for Bryan. “Getting these in the right priority order absolutely changed my life, my relationship with money, and my relationship with my wife.”
Bryan joined Triune in 2014 and loves working with on-the-move clients who are making an impact in their fields and leading their teams and organizations (or will be soon). His dream clients are eager to learn, responsive and collaborative. He’d like to work with even more business owners. “I find that there are more ‘moving parts’ and more value that we bring to the table helping them to organize and simplify their financial lives.”
Bryan received his Bachelor of Science in Business, with an emphasis in Marketing and Economics from Kansas State University. The second born of four boys, he enjoys spending time with his family and friends. He and his wife, Jillian, play music during worship with Jacob’s Well Church and The Open Table. When he’s not at Triune, Bryan is likely shooting photography, cheering on Sporting KC or staying active on an indoor soccer team.
Vestana Ahlen (CRD# 1398029) is an Investment Advisor Representative working at Ameriprise Financial Services, Inc. in Overland Park, KS and has over 34 years of experience in the finance industry. Vestana Ahlen has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.