Finding a financial professional you can trust is key to achieving a successful retirement.
Certified Financial Fiduciaries® are sworn to uphold the highest moral, ethical and fiduciary standards of service when providing advice to potential or existing clients. By choosing to work with a Certified Financial Fiduciary® you can be confident that your best interests will always come first!
MOKAN FINANCIAL has served the greater Kansas City and Wichita area with retirement planning and insurance services for about 6 years. MOKAN FINANCIAL has become widely known for providing “cutting edge” Educational classes on topics ranging from the Federal Employee Benefits, to Social Security and Retirement and Tax Advantaged planning. They have an A+ rating with the Better Business Bureau, and proud member of the National Association of Certified Financial Fiduciaries.
There are a lot of things that a retiree cannot control like life expectancy, or the fluctuation of the stock market on a year over year basis. However, math and science have proven that there are dozens of things that a proactive investor can do to substantially increase Social Security benefits, while reducing their risk, and controlling things like taxes, fees and the harmony between growth and income producing assets.
After age 50 you need more than a pie chart (of assets), you need a plan. The goal of retirement planning as defined by MOKAN FINANCIAL is to create the greatest amount of net (after tax) income to fund your quality of life, for the rest of your life. MOKAN FINANCIAL likes to consider itself as big enough to do the job yet small enough to care, as they continue teaching and specializing in this type of retirement planning.
With over 24 years’ experience in the industry, Brandon has seen his clients through both bull and bear markets. With an expertise in retirement planning, he draws on this industry experience to develop and manage financial strategies for high net worth individuals.
Personal Life & Education
Brandon grew up in Northern Virginia where he is currently raising his three very active children. He graduated from James Madison University with degrees in Finance & Marketing. He enjoys staying fit, outdoor activities, watching movies and charitable endeavors related to underprivileged children.
Giving Back to the Community
As a CASA (Court Appointed Special Advocate), Brandon has been appointed by the court system to advocate for the best interests of abused and neglected children. www.casaforchildren.org
David Afraimi began his financial services career in 1999 as an insurance account executive in Northern California. His ability and desire for growth quickly moved him into a sales management position, providing him with the skills and knowledge he would need to expand the company and move into a new market.
After five years of consistent success, David moved his efforts and expanded the company to Denver, Colorado in 2005 where he is currently the principal of BAM Advisory Group.
David is a highly energetic financial professional with 22 years of industry experience. He is passionate about providing sound advice to clients and appreciates the opportunity and unique challenge of working with and forming long-lasting relationships with a variety of people. David’s expertise includes retirement income planning, Social Security maximization, estate planning and tax mitigation.
David is able to build portfolios with objectivity, having no proprietary business obligations for himself and BAM Advisory Group. Being an independent advisor allows him to strictly focus on the needs of the individual. David’s licensing and certifications include the Series 66, Life & Health, Long-Term Care, Registered Investment Advisor, Registered Financial Consultant®, Certified Tax Specialist™, Certified Financial Fiduciary® and National Social Security Advisor®.
Outside of helping family, friends, and community members plan for the future, Davis also enjoys all the beauty and adventure Colorado has to offer with his wife, Kristy, and sons, Jordan and Ty. When away from the office, David enjoys traveling and visiting his family in Reno, NV, as well as mountain biking, snowboarding, yoga, and working out. The Afraimi family also love their 2 French bulldogs, Manny and Dre.
Tim Fallon is a dedicated Financial Educator and Owner of Fallon & Associates, LLC in Madison, WI. With a life-long focus on civic service, Tim prides himself on educating his students on the basic concepts of financial management. His goal is to ensure that individuals understand the opportunities and potential rewards that are available when taking a proactive approach to personal finances.
Before forming Fallon & Associates, LLC, Tim Fallon was a proud member of the law enforcement community. Tim graduated with a degree in Criminal Justice from the University of Wisconsin-Platteville in 1990. During school, he joined the Army and served as a Military Policeman for five years. After graduating, Tim worked as a civilian Police Officer for ten years.
Upon retiring from law enforcement, Tim received his Life, Accident, and Health license and became a financial planner. In 2002, Tim formed Fallon and Associates, LLC. The company now offers a full-service financial planning firm to include: retirement planning, asset protection, estate planning, and Medicare supplements.
Gary Hurt is an Investment Advisor Representative with Wealth Watch Advisors, an SEC Registered Investment Advisory Firm, and the Owner / CEO of Hurt & Associates Financial Services LLC.
With over 19 years of experience in the Financial Services industry, Gary has been able to help many hundreds of couples, individuals and business owners in working towards and achieving their financial and retirement goals.
Gary is based in Twin Falls, Idaho, and serves his clients across the state and nation in the areas of Investment and Insurance Solutions, Retirement and Tax Planning, Wealth Preservation and Protection Strategies, and 401K / IRA Implementation/ Rollovers and Administration.
Michele Lendermanhas over 25 years of financial experience and specializes as an Independent Retirement Income Specialist. Michele’s personalized approach focuses on taking the time to get to know her clients and creating long-term relationships. Through a comprehensive step-by-step process, she demonstrates to her clients how they can obtain a lifetime, guaranteed income stream in retirement – which they can never outlive – all while protecting their principal.
As a Certified Financial Fiduciary and Registered Member of the National Ethics Association, Michele dedicates herself to providing the highest standard of service by always putting her client’s best interest first. By providing unbiased information and easy-to-understand explanations, her clients become excited and confident in taking a more active role in their retirement planning and decision-making process. “Take control and stay in control of your future wealth and protect your loved ones that may survive you".
As an “Independent” Financial Professional, Michele does not work exclusively with one company rather utilizes resources from multiple top-rated companies to provide the best solutions for her client’s specific needs. She provides independent guidance and recommends optional products which contribute to overall more independent solutions to her clients.
-Retirement Income Planning
-Federal Employee Benefits
-Long-Term Care Planning
-Maximizing Taxes in Retirement
Michele (personally and financially) supports Children's Mercy Hospital in Kansas City, Missouri where she helped develop and continues to support the “Same Day Bear Program” where children are told they may take a “Friend” into surgery with them. Michele enjoys gardening, cooking, traveling, and spending time with her family & friends. She is a proud mother of two daughters. Her eldest is a Business Owner residing in Australia and her youngest is a Consumer Loan Processor in Kansas City.
Mitchell Rubin is CERTIFIED FINANCIAL PLANNER™ professional and ACCREDITED ESTATE PLANNER™, founder of ProWealthOne, an independent financial planning firm, with offices in New York, Houston and Palm Beach.
Mitchell has been an industry leader since 1997. He is quoted and consulted often by nationally -recognized media outlets such as Business Week, Smart and Best Life. He has written numerous published articles, had guest appearances on top financial radio programs, and taught Retirement Planning and Employee Benefits at Florida Gulf Coast University.
Mitchell’s quality time away from his practice is spent with his family here in Katy where he resides, as well as his two grown sons. He is an active member of the Katy Area Chamber of Commerce and the Katy Area Economic Development Council. Leisure time is consumed by his love of sailing, skiing, running and playing tennis.
Dawn Stuter is a Managing Partner of PA Secure Retirement Solutions LLC., for the Newtown & Doylestown, PA branches. Dawn a native of Doylestown Pa. She has over 18 years of vast experience in all facets of the financial services industry. Dawn is also a Certified Financial Fiduciary(R) and a memeber of the National Ethics Association. Dawn has devoted her career to focus on individual retirement accounts specializing in retirement distributions and defensive asset allocation models. Her philosophy in handling retirement accounts is geared towards a safe money approach so that retirement can become as stress free as possible with a predictable income stream.
David and Dawn, like their firm, remains completely independent. “ PA Secure Retirement Solutions LLC. Is not owned by a bank, brokerage firm or insurance company. This independence allows us to do what we feel is best for each client.” We started PA Secure Retirement Solutions LLC solely to help guide investors on the path towards financial security. “ As an independent financial advisory firm, we represent our clients rather than any one particular company. This independence is vital in delivering objective advice.” Through the years, David and Dawn have built an excellent reputation helping people achieve a more meaningful financial future. Their approach to retirement planning is designed to address all possible financial concerns and help clients truly achieve the financial future they imagine and deserve.