Roger L. McCoy is a CERTIFIED FINANCIAL PLANNER^TM. He has more than 30 years of experience in the financial planning and investment management profession. Roger received the CFP^® designation in 1984 and has applied his experience and expertise to assist many individuals, nonprofit organizations, and corporations in achieving their personal and business goals. He is a member of the Financial Planning Association and affiliated locally with the FPA of Greater Kansas City.

Roger earned bachelor’s and master’s of science degrees in agricultural economics from the University of Missouri. During the five years he was a farm management specialist for the University of Missouri Extension Service, he taught tax and estate planning and provided planning and farm management guidance. The farm planning principles of setting goals, evaluating available resources, and then effectively using those resources to achieve the desired objectives, are the same for financial planning. He has also taught investment management at William Jewell College in Liberty, Missouri.

Angie is a life long resident of the Cameron-Osborn area. She has over twenty years of work experince, including office manager for a large realestate firm, and title agent/closer for a local title company.