Enriching the Lives We Touch

Summit Pointe Financial provides personalized, custom plans for our personal and business clients. With a combination of financial planning, wealth management, risk management, tax planning, retirement planning, and legacy planning, we tailor your plan with a specific set of recommended strategies and tactics to help you achieve your unique financial goals.

Summit Pointe Financial Group is a financial services firm with three locations in the Greater Kansas City area. Founded by Chris Heckadon in 2009, we are focused on helping personal and business clients plan for a better financial future. We emphasize customized financial planning, offering custom strategies and solutions to help individuals and businesses make confident, informed financial decisions.

Summit Pointe Financial fiduciaries believe in:
  • Service
  • Integrity
  • Building long relationships

Meet the Team

We assist clients through both planning and implementation, actively managing financial lives and striving to exceed client expectations with integrity and professionalism. The financial advisors and professionals at Summit Pointe Financial each have different accreditations, backgrounds, focus areas, and experiences which they use collaboratively to help clients. We invite you to browse through these individual pages to learn more about each team member, their backgrounds, and their approach to their work.

Chris Heckadon, CLU®, RICP®

Managing Partner, Senior Advisor

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Tim Alvarado, RICP®

Director of Financial Planning, Senior Advisor

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Kevin E. Kemmerer, CLU®, RICP®

Director of Operations, Financial Advisor

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Bill Regan, AAMS®, CAP®, RICP®

Financial Advisor

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Wendall Kennedy, CLU®

Financial Advisor

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Stephen White, RICP®

Financial Advisor

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Craig Larsen, CMFC®

Financial Advisor

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John Larsen, CMFC®

Financial Advisor

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James Cook, RICP®

Financial Advisor

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Brent Ewert, AAMS®

Senior Advisor

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Benny Stewart, RICP®

Director of Securities Operations, Financial Advisor

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David Thompson

Financial Advisor

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Mark Gash, CFP®, AIF®, J.D.

Senior Planner, Financial Advisor

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Ian Trembly, RICP®

Financial Advisor

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Alex Halsey

Financial Advisor

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Aaron Hughes

Financial Advisor

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Nathan Biggerstaff

Financial Advisor

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John Rickard

Insurance Agent

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Ben Miller

CPA, Financial Advisor

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Tracy Ford

Financial Advisor, Director of Voluntary Benefits

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Jason Moehlman, JD, LLM

Director of Summit Pointe Advanced Planning & Tax

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Tyler Stoneking

Executive Assistant

Becky Walters

Executive Assistant

Resources from

Summit Pointe Financial

Browse through the educational resources on our website to read, watch, download, and learn about the basics of finance and retirement. And remember, we are here to help businesses and individuals and families with a full spectrum of financial strategies as part of your customized plan. Please feel free to contact us, we would love to speak with you.

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Contact Us

Please feel free to reach out to us with questions, or to schedule a no-obligation consultation to discuss your situation and your goals for your business or your family. We will get back to you as soon as possible!

Three locations to serve you

Representatives are associated with specific locations, and availability may vary by office.

2641 N.E. McBaine Drive
Lee’s Summit, MO 64064
8500 W. 110th St Suite 510
Overland Park, KS 66210
3601 SW 29th St Suite 210
Topeka, KS 66614

© 2026 Summit Pointe Financial Group. All rights reserved. Securities offered through The O.N. Equity Sales Company. Member FINRA/SIPC. One Financial Way, Cincinnati, Ohio 45242. (877) 663-7267. Investment Advisory Services offered through O.N. Investment Management Company. Summit Pointe Financial does not provide tax advice, but we do coordinate our services and work together with our clients’ tax professionals. Estate planning services provided in conjunction with your licensed legal professional.

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