KHC Wealth Management

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KHC Wealth Management Employees

Employee
Years
Job
Industry
Jamie Bosse, CFP® Jamie Bosse, CFP® Manhattan, Kansas Details
Jamie Bosse, CFP®'s KHC Wealth Management Experience September 2013 - Present
Job Financial Planner at KHC Wealth Management
Industry Financial Services
Experience
KHC Wealth Management   September 2013 - Present
Financial Planning Association (FPA) of Oregon & SW Washington   January 2013 - September 2013
Key Private Bank  December 2008 - August 2013
Key Private Bank  April 2007 - December 2008
Saunders & Associates, Financial Management   January 2005 - January 2007

Education
Kansas State University   2000 — 2004
Bachelor of Science (B.S.), Personal Financial Planning

Todd Minear, CFP®, AIF® Todd Minear, CFP®, AIF® Kansas City, Missouri Area Details
Todd Minear, CFP®, AIF®'s KHC Wealth Management Experience 1998 - 2002
Job Client Advisor | Senior Vice President | CERTIFIED FINANCIAL PLANNER™ at Bank of Kansas City
Industry Financial Services
Experience
Bank of Kansas City  May 2014 - Present
Bank of Kansas City  February 2011 - May 2014
Blue Ridge Bank & Trust Co   September 2006 - January 2011
Northland Weath Advisors, LLC   February 2002 - October 2006
KHC Wealth Management   1998 - 2002
DST Systems  1994 - 1998

Skills
Wealth Management, Investments, Estate Planning, Portfolio Management, Asset Allocation, Insurance, Banking, Strategic Financial..., Mutual Funds, Asset Management, Retirement, Securities, Trust Services, Retirement Planning, Investment Advisory, Financial Services, Employee Benefits, Commercial Banking, Life Insurance, Long Term Care Insurance, Disability Insurance, Fixed Annuities

Education
Rockhurst University   1992 — 1994
Master of Business Administration (MBA), Business Administration and Management, General

Central Missouri State University   1987 — 1990
Bachelor of Science (BS), Finance, General

Christopher Wolff, CFP® Christopher Wolff, CFP® Kansas City, Missouri Area Details
Christopher Wolff, CFP®'s KHC Wealth Management Experience September 2012 - November 2013
Job Financial Planner at Creative Planning Inc.
Industry Financial Services
Experience
Creative Planning Inc.  November 2013 - Present
KHC Wealth Management   September 2012 - November 2013

Education
University of Missouri-Kansas City - Bloch School of Management
MBA, Finance and Leadership

University of Missouri-Kansas City
BBA, Business Administration

Amanda Rehmann Amanda Rehmann Kansas City, Missouri Area Details
Amanda Rehmann's KHC Wealth Management Experience February 2014 - Present
Job Investment Associate at KHC Wealth Management
Industry Online Media
Experience
KHC Wealth Management   February 2014 - Present
Sojern  September 2012 - February 2014
Tributary Capital Management  January 2011 - September 2012
Bank of the West  August 2008 - January 2011

Skills
Equity Research Analysis, Microsoft Office, Microsoft Excel, Microsoft Word, First Call, Bloomberg, Salesforce.com, Account Management, Data Analysis, Thomson One Analytics, Portfolio Performance..., Sales, Advertising, Marketing Strategy

Education
Creighton University   2011 — 2013
Masters Degree, Security Analysis and Portfolio Management

University of Nebraska at Omaha
Bachelor of Science (BS), Finance and Banking, Investment Science, and Portfolio Management

Peggy Schmidt, RP® Peggy Schmidt, RP® Kansas City, Missouri Area Details
Peggy Schmidt, RP®'s KHC Wealth Management Experience October 2006 - Present
Job We built our firm around the philosophy “Making Life Count!®”
Industry Financial Services
Experience
KHC Wealth Management   October 2006 - Present
Northwest Airlines  January 1990 - September 2006

Education
College for Financial Planning   2007 — 2008
Registered Paraplanner, Financial Planning and Services

The University of North Dakota   1985 — 1989
BSAS, Aviation

Jen Hildebrand, M.B.A. Jen Hildebrand, M.B.A. Kansas City, Missouri Area Details
Jen Hildebrand, M.B.A.'s KHC Wealth Management Experience April 2015 - Present
Job We built our firm around the philosophy “Making Life Count!®
Industry Financial Services
Experience
KHC Wealth Management   April 2015 - Present
UMB Bank  March 2013 - April 2015
UMB Bank  October 2011 - March 2013
UMSU's Digital Copy Centre Winnipeg   December 2009 - June 2011
Self employed  April 2009 - December 2009
JamesHyatt Studio   September 2008 - April 2009
DTJ DesignInc   January 2004 - September 2008

Education
University of Manitoba   2010 — 2011
MBA, Finance

Kansas State University   2000 — 2005
BLA, Landscape Architecture

Stewart Koesten, ChFC, CFP®, CIMA® Stewart Koesten, ChFC, CFP®, CIMA® Kansas City, Missouri Area Details
Stewart Koesten, ChFC, CFP®, CIMA®'s KHC Wealth Management Experience November 1996 - Present
Job We built our firm around the philosophy "Making Life Count!"
Industry Financial Services
Experience
KHC Wealth Management   November 1996 - Present
Creative Planning, Inc.   August 1988 - November 1996
Koesten & Company   June 1984 - August 1988

Education
The American College   1986 — 1988
MS, Financial Services

Louisiana Tech University   1969 — 1971
BS, Professional Aviation

Matthew Starkey Matthew Starkey Kansas City, Missouri Area Details
Matthew Starkey's KHC Wealth Management Experience January 2012 - Present
Job President at KHC Wealth Management
Industry Financial Services
Experience
KHC Wealth Management   January 2012 - Present
KHC Wealth Management   January 2008 - December 2011
KHC Wealth Management Services   August 2002 - December 2007
Koesten Hirschmann & Crabtree, Inc.   November 1997 - December 2001

Education
The American College   2003 — 2004
MS, Financial Services

Fort Hays State University   1994 — 1998
BBA, Finance, Personal Finance

Jessi Sumner, CFP® Jessi Sumner, CFP® Kansas City, Missouri Area Details
Jessi Sumner, CFP®'s KHC Wealth Management Experience December 2013 - Present
Job Director of Wealth Management at KHC Wealth Management
Industry Financial Services
Experience
KHC Wealth Management   December 2013 - Present
KHC Wealth Management   June 2008 - Present

Education
The American College   2011 — 2012
Masters of Science in Financial Services

Kansas State University   2004 — 2008
Financial Planning