Angela Brill, CFP®, acts as President, Partner and Financial Advisor with Prosperity Advisors. She has been in the financial services industry since 1995, helping clients build a better future by providing unique advice tailored to...

William joined Prosperity in the summer of 2009 after spending 9 years at Smith Barney in Kansas City. William has over 30 years of investment experience beginning in 1987 when he became Series 7 and 63 registered. Understanding the...

Brett Jergens is the Chief Investment Officer at Prosperity Advisors and is a partner of the firm. As CIO, Brett leads the investment team and supervises research and development activities, provision of investment strategies, and...

Since 2010, Joel has worked with hundreds of clients’ families, learning about them and guiding them through their unique challenges and celebrating in their successes. In 2017, he earned his CERTIFIED FINANCIAL PLANNER™...

Dave joined Prosperity Advisors in 2011 after over four years as an internal revenue and compliance analyst at the Federal Reserve Bank of Kansas City. Dave enjoys providing his clients with comprehensive planning and financial...

Sean joined Prosperity Advisors in 2022. Sean started his career as a Financial Advisor for Ameriprise in Riverside, CA, in 1997. He went into management for a couple of years and also worked a year in compliance. In 2004, an...

In my role as an Investment Assistant at CRS, you will often see me in meetings with Mike. As a part of my desire to learn how to grow into a lead advisor, I take notes in meetings, walk clients through the financial planning process,...

As Team Accountant at CRS Tax Solutions, Daniel is responsible for tax reporting, counseling, processing, preparation, and review; as well as individual and business income tax filings. He also handles the bookkeeping for our clients...

In my role as tax specialist with CRS Tax Solutions, you will contact me to schedule meetings with our tax team, get updates on the status of your tax return and provide additional information for outstanding tax documents. To keep the...