CONNECT

Address:

3024 SW Wanamaker Rd. Suite 101 Topeka, KS 66614
9393 W. 110th St. Suite 500 Overland Park, KS 66210

Phone:

913-451-6970 , 785-408-6571

Fax/Other:

785.271.0690

Planning Team Members

Team Leader

Craig Friedrichsen,CFP®,  Craig has two decades of financial experience helping people prepare for retirement.  He is a regular guest on WIBW-AM radio in Topeka. He is a natural teacher who enjoys making the financial planning process easy to understand.  His purpose is to serve as the 'concierge" for many of your financial planning needs.  Craig and his wife Liz have three children.  They are actively involved with their local church and their children’s athletic programs.  

 

 

Investment Advisory Team*

Jim Wessels, CPA, CFA, PFS.  Jim brings over a decade of active money management experience to provide daily insights on the markets to help investors find practical applications.  As a former investment analyst he covered several industries, including financial services, outsourcing, health care, energy, and utility companies.  Jim also has in-depth knowledge of retirement plan design and consults on all types of employer-sponsored plans.   Jim earned his BBA degree, majoring in Accounting and MBA with a finance emphasis from the University of Iowa.

 

Jared Sutton, CFA, CFP®.  Jared is focused on estate planning, tax efficient strategies and investment planning.  He has extensive experience in data analytics and research, portfolio construction and management, asset allocation and investment selection. He founded and later sold an internet service provider, and he has worked as a business/field analyst and derivatives broker.  Jared earned his undergraduate degree in business and computer science from Indiana University–Bloomington, and he earned his MBA with an emphasis in finance from the University of Iowa.

 

Matt Boehnke focuses in the development, analysis, delivery and implementation of financial plans for clients.  Matt is an engaging presenter who works to deeply understand the retirement resources and goals of clients.  This helps him to create a unique experience and customized retirement roadmap for them.  Matt also has an extensive background in securities, the broker/dealer and financial analysis and planning software. 

 

 

 Andrew Jensen** is an Insurance Consultant. As a licensed insurance agent, Andrew works closely with clients in the development, analysis and implementation of product solutions.  He is also responsible for reviewing product updates as well as changes to insurance industry laws, rules and regulations. Previously, Andrew worked in marketing for a major life insurance and investment company in Des Moines.  Andrew earned a BA in Business with a marketing and finance emphasis from Upper Iowa University.

 

*Investment Advisory Team members are representatives of Voya Financial Advisors. Registered Representatives of and Securities and Investment Advisory Services offered through Voya Financial Advisors, Inc. (member SIPC)

**Not registered with Voya Financial Advisors, Inc.