About Us

Since 1991, Stephen White has seen many of the challenges that keep people awake worrying: What happens if? What happens if the market goes down – will I have enough to live on? My husband or wife just passed away – will I be alright? Will I be able to retire or will I have to keep working? What if my health changes and I can’t work? What happens if I need help or care? Will I be able to leave a legacy for my family? Helping people face these challenges and many others keeps Stephen excited for work each morning and guides his recommendations.

Helping people preserve and protect their assets, values, lifestyle, faith, and the people they care about is of the highest priority to Stephen. He strives to help you discover and implement actions that will make your intentions a reality. Utilizing a planning process designed to educate, organize, and prepare clients for the inevitable financial challenges of life, Stephen invests the time required to understand and value each client’s personal and financial goals, helping turn their desires into a concrete plan of action.

Over his career, Stephen has helped countless people with their greatest financial challenges, including: protecting their family against the unknown, avoiding overpayment of taxes, saving for retirement, helping people not outlive their income, navigating people through long-term care issues, and passing an inheritance to the next generation.

Although he earned a Bachelor of Science in business administration from the University of Central Missouri, Stephen’s education began far earlier. Growing up in Mineola, Missouri, (population 60), he learned the value of a good day’s work and saw what can be achieved when people pull together toward a goal.

Most of the financial goals he pursues for clients are ones he desires for his own family. Stephen has been married to his beautiful wife, Renee, since 1996. They have two children: a married daughter and a son in college.

Stephen’s biggest passion is serving the Lord through this local church. Since 1985, he has served in a variety of roles: bus driver, numerous committees, teaching, hospital visits, and deacon chairman. He has enjoyed participating in music and drama ministries, including numerous roles and solos for the Heart of America Christmas Pageant, and even playing the role of the Cowardly Lion in a production of The Wizard of Oz. Currently, he and his wife attend Abundant Life Church in Lee’s Summit, Missouri.

As busy as Stephen can be with work, family, and church, he always finds time to talk about his faith, family, his favorite sports teams, and his hikes across the Grand Canyon.