Meet the Team
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Overland Park, KS
4400 College Blvd, Suite 195, Overland Park, KS 66211
Staci Streich
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Staci Streich
Since I started my career in 2004, I have learned that one of the most important aspects of my career is not only listening to my clients but sharing with them as well. I have many years of training and hundreds of hours of continuing education to keep up with the industry changes although that does not hold a candle to opening up my life as well so my clients feel comfortable with the person they are traveling their financial journey with.I am very blessed with a wonderful husband, Bradley. Long ago we graduated high school in the same small town in Northeast IA. It took eight years before we reconnected here in Kansas City and in 2008 I was lucky enough to marry such an amazing man.
We thoroughly enjoy spending time with our immediate family here is Kansas City and back home in IA. We both come from very close and loving families and for that I am grateful. Our free time is spent with our families either celebrating birthdays, cheering on a sporting event, laughing with each other in a fishing boat, finding out who will have the bet-ter golf game this or that holiday, playing a heated game of scrabble, or simply sharing a meal together. I could not have chosen a better family to be a part of.
I love my career because it is a natural fit for my personality and interest of living and walking life's journey with one another. I look forward to meeting new people each day and learning about their place in life in the world we live today.
Working with an advisor who subscribes to the SmartVestor Pro network cannot guarantee investment success or that financial goals will be achieved. There can be no assurance that working with a SmartVestor Pro will produce or achieve better results than working with an advisor not affiliated with the SmartVestor program. Advisors pay a fee to belong to the SmartVestor Pro program. Dave Ramsey and the Dave Ramsey SmartVestor Pro program is not affiliated with, sponsored or endorsed by Royal Alliance Associates, Inc.
Dan Neubauer
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Dan Neubauer
Dan is part of the management team in Overland Park, Kansas. He is strategically instrumental in building the new operation in Wichita, KS. He is an ACE Qualifier, and one of their leading producers.Mission Statement
I am passionate about educating my clients about their financial goals, and want them to be excited about their financial futures. I make myself available to my clients whenever they have a question or concern, to maintain a great level of comfort.
Education
I grew up in Northern Iowa, and attended college at the University of Northern Iowa. I graduated with a major in Economics.
Professional Information
In 1995 I began my career in the Financial Industry, and am proud to say that this is my first and only career. In 2009, I studied for, and achieved my Certified Financial Planner designation.
Personal Information
I have been married to my beautiful wife Christin for 20 years. We have four wonderful children: Derek, Cade, Kennedy, and Kaeler. A bloodhound named Duke completes the family. In my spare time, I enjoy fishing, golf, and cooking for family and friends.
The Achieving Client Excellence Award (ACE) was granted by former broker-dealer Signator Investors, Inc. and the John Hancock family of companies. The ACE award is granted to the top 250 advisors each year based on total weighted premium from the sale of both proprietary and non-proprietary protection and wealth products. No other factors are considered. Third-party rankings and recognitions are no guarantee of future investment success and do not ensure that a client or prospective client will experience a higher level of performance or results. These ratings should not be construed as an endorsement of the advisor by any client nor are they representative of any one client's evaluation.
