Broker Check

Community Involvement

Near and Dear to Our Hearts

Near and Dear to Our Hearts

We are honored to be a part of such an amazing community and are committed to supporting others who help families, kids, educators, sports teams, and faith institutions. The following are some of the inspiring organizations we are blessed to serve through.

  • Donald C. Pharis Conservation and Educational Farm
  • Earnest Shepherd Memorial Youth Center
  • ManUp KC
  • FBC Platte City Financial Program
  • Northland YoungLife
  • Ridgeview PTA
  • P.E.O.
Featured On: Paris of the Plains Podcast Ep. 6 "Life in Liberty"

Featured On: Paris of the Plains Podcast Ep. 6 "Life in Liberty"

A podcast by the Wheeler Home Team. This is episode 6 of our "Life in Liberty" which features Spencer Financial's CEO, Dusty Green. Dusty discusses how athletics played a pivotal role in shaping his views around leadership, culture, teamwork and community. We even get into conversation about one of the greatest football coaches of all-time, Bill Snyder.

The charitable entities and/or fundraising opportunities described herein are not endorsed by, or affiliated with Cetera Advisors LLC or its affiliates. Our philanthropic interests are personal to us and are not reviewed, sponsored, or approved by Cetera Advisors LLC.

Have a Question?

Thank you!
Oops!

Our Services

We believe in the power of customization to help you achieve financial goals confidently and effectively.

Explore Our Services

Our Team

As a team dedicated to your success, we prioritize personal relationships and individualized care.

Meet the Team

Contact Us

Take the first step toward securing your financial future and assets by reaching out to us today.

Reach Out Today