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Kansas City, KS
CERTIFIED FINANCIAL PLANNER™
I started working in financial planning after graduating with a degree in education from Kansas State University. I love the work that I do, and I love having the opportunity to work with the wonderful clients and colleagues here at Root. I have a passion for helping and teaching people how to make the most out of life with their money, and I believe there is no better way to do that than through building a financial plan together.
Oftentimes I describe my work more as a facilitator than an advisor. I take great care to ensure that my clients understand and are empowered by knowledge to make the most out of life with their money, in whatever way makes the most sense for them. I also believe that in order to give excellent advice, I need to understand your values, who you are, and what matters to you.
I grew up in Kansas City, Kansas, where I still live with my wife, Hannah. I love spending time with my family and friends and exploring all the fun spots KC has to offer. I’m an active person and I enjoy cycling and weight training. I’m also a serial hobbyist so I’m always trying something new. Lately it has been photography!
Team Oak symbolizes strength, potential, and quiet confidence. With a structure built to endure and branches ready to grow, Oak brings thoughtful energy and balanced support to clients and colleagues alike.
At Root, teams are designed to deliver exceptional client care through structure, support, and collaboration. Each includes a team of Lead Advisors, Associates, and Client Service professionals—guided by a Senior Advisor to provide insight and mentorship. Clients get the benefit of a dedicated relationship, backed by a well-rounded team working together toward shared success.
Take the first step by scheduling your Explore Call below.
Brennen Ramos, CFP®
Lead Financial Advisor
Roch Monnig, CFP®
Lead Financial Advisor
Chelsea English, CFP®, ChFEBC℠, AIF®
Lead Financial Advisor
Chris Brown, CFP®, CPWA®️
Lead Financial Advisor
Jeff Kane, BFA, CFP®
Lead Financial Advisor
Katie Villegas, CFP®
Lead Financial Advisor
Steven Murphy, CFP®
Lead Financial Advisor
JJ Lester, CFP®
Lead Financial Advisor
Katie Kavehrad, CFP®, CAP®
Lead Financial Advisor
Chelsea Johns, CPA, CEPA®, CFP®
Lead Financial Advisor
Brandon Woods, CFP®, CKA
Lead Financial Advisor
JT Trimble, CEPA®, CFP®️
Lead Financial Advisor
Brennen Ramos, CFP®
Lead Financial Advisor
Roch Monnig, CFP®
Lead Financial Advisor
Chelsea English, CFP®, ChFEBC℠, AIF®
Lead Financial Advisor
Chris Brown, CFP®, CPWA®️
Lead Financial Advisor