The Advantage of the Team Approach
Can utilizing a team-based approach to financial planning really make a difference?
Today's consumers have more choices, are better informed, and are more demanding. Each family is unique and we understand the financial plan that works for your neighbor might not work as well for you.
The personalized attention of a financial planning team can help keep your planning on track while sharing a variety of knowledge and experience.
Choosing a financial planning partner is perhaps the most important financial decision you will make. Our goal is to become the firm of choice for busy people who understand the value of dedicated service and specialized ability.
Community Financial Services Group offers financial services to the banking industry. We take our responsibility as your financial advisor very seriously. Using state-of-the-art technology, detailed research, and old-fashioned personalized service, Community Financial has the tools, training, and the team to impact your financial future.
Our first priority is you and your unique concerns, needs, objectives and goals. We assist you in achieving your individual goals through the many financial tools, resources, and planning techniques available to our team.
We work as a team by using the talents and expertise of each of our associates to provide a customized plan for you.
We provide comprehensive planning and are interested in your overall situation. Our planning process requires ongoing interaction with our planning team and could include your accountant and attorney.
We monitor changes in your portfolio as they relate to your needs, concerns and objectives. We believe it is our responsibility to work closely with you to prepare for the changes which may occur in your life.
Brent Ewert, AAMS
Brent Ewert serves our community as a financial advisor. Brent entered the investment industry in 1990. In addition to running a local branch for a large, national brokerage firm, Brent's prior experience includes customer service, research, corporate retirement planning, equity and precious metal trading, as well as brokerage training, policy making and wealth management for individual investors and business owners.
Brent earned his Bachelor in Arts degree in Communication Studies from the University of Missouri – Kansas City. He has furthered his education by becoming FINRA Series 7, 63 and 66 registered. He has also received the AAMS designation (Accredited Asset Management Specialist) from the College for Financial Planning. Brent is a past member of the American Society of Pension Actuaries (ASPA) and has consistently been recognized among his peers as a leader in both production and client development.
Brent currently serves as a board member of the Raymore Chamber of Commerce and as a member of the Mayor's Economic Development Host Team for the City of Raymore. He served as Chairman of the Raymore-Peculiar Citizen's for Children Committee and the Raymore Citizen's Advisory Board on Annexation; he served as President of the Raymore Chamber of Commerce and a former member of the Raymore-Peculiar School Board as well as the Raymore Planning and Zoning Commission and Raymore Growth Management Plan Committee. Brent enjoys music, travel and sports. But most importantly, Brent enjoys spending time with his wife and 3 children.
Brent can be reached at 816-322-2760 or via email at BEwert@theamericagroup.com.
One Financial Way, Cincinnati, OH 45242 (513)794-6794.
Investment Advisory Services offered through O. N. Investment Management Company.
OSJ: The America Group, 10845 Olive Blvd., Suite 190, St Louis, MO 63141. (314)918-8080 www.theamericagroup.com