Paul S Montello, CLTC®, CLU®, RICP®, ChFC®

Managing Director

  • Office 913-215-9202
  • Mobile 913-269-0129

My Team

I take customer service very seriously. So does my staff. Together, we are committed to providing exceptional customer service to all of our clients.

If you need to schedule an appointment, make changes to your policy, submit a claim or request any other service, please let us know. We will respond promptly.

Sandy K Mulvany

Sandy K Mulvany

Office 913-215-9204
Joan C Smith

Joan C Smith, MBA

Director of Marketing and Communications
Office 913-215-9206

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Visit our Client Relationship Summaries (Form CRS) which provide brief information about our firms that provide brokerage services and advisory services.