Our Team

How We Work

How We Work

Our reasons for becoming financial professionals are deeply personal. We repeatedly saw many friends and family struggling to find the help they needed to map out their financial future. We are confident that with our understanding of personal finance, coupled with our training as financial professionals, we can help people better prepare for the future. After years in the business, we have developed a reputation for educating individuals in an easy-to-understand manner so they can grasp personal finance and use those concepts to pursue their financial objectives. We feel a commitment to our community.

Our team approach adds perspective to all we do and provides increased benefits to our clients.

Meet Our Team

Brad Johannes

816.820.8353

brad.johannes@premier.network

Brad Johannes is associated with our Kansas City branch operating under the name, Premier Network. Brad uses this phrase frequently in conversations with clients and his Premier Network team. Asking "Are we doing this on purpose?"...

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David Evans

816.519.6533

david.evans@premier.network

David is associated with our Kansas City branch operating under the name, Premier Network. One part sherpa. One part architect. 100% client focused. Each client's journey is unique. David embraces the opportunity to understand each...

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Justin Boggs, CFP®

COO

503.270.1314

Justin@OptimaCapitalLLC.com

I grew up in Tulare, a farming town in the heart of California’s San Joaquin Valley. Despite the region’s strong agricultural and dairy roots, my family forged a different path: my parents, Jeff and Shelley, ran their own business for...
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Robert Larsen

559.734.3409

rob@optimacapitalllc.com

Robert Larsen has more than 25 years of experience helping manage and grow wealth for clients across the Western United States. The president of Inheritance Management, Inc., Larsen is based in California’s Central Valley. He...

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