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



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



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®




I grew up in the San Joaquin Valley farming town of Tulare. Located right in the middle of California. Oddly enough, my family was never involved in the ag or dairy industry like much of the citizens of Tulare County. I am the middle...

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Robert Larsen



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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