Our Team

Michael Snow headshot

Michael Snow

President

I grew up in a small town with my brother and sister. My mother did the best she could as a single mom. Times weren’t always easy, but mom taught us to value self-improvement as she worked two jobs and earned her Master’s degree. I enjoyed math, history, and had a fascination with aviation growing up. One day I overheard mom talking about retirement, because as a single mom she was concerned with what that period of her life would look like, and that was the day a new fascination was born.

During my fifth-grade year I came up with an idea. In my young world I theorized that mom could retire by saving money in an account and living on the interest. I knew nothing of investments or bank interest at the time, but my elementary theory holds true today. While my theory was sound, my mechanics required more knowledge than my fifth-grade self could comprehend at the time. This sparked the flame inside me to learn all I could about finance, retirement, investments, and wealth accumulation.

Upon graduating I took a different route to college by joining the Navy and studying nuclear propulsion. My plan was to earn a ROTC scholarship or Academy appointment to pursue my dream of military flying. While serving in Orlando, FL, I attained my private pilot certificate and was awarded a ROTC scholarship to the University of Oklahoma. The summer of my sophomore year a farming incident ended my dreams of military aviation.

Devastated, I decided to pursue a business interest in agriculture and transportation; I operated it for over 20 years. I felt there was more I could do and my drive to serve others grew each year leading me to a company that sold Insurance products, so I closed my business of 20 years. This first experience exposed me to the impersonal side of the financial world of product selling. I knew there had to be a better way to serve my clients, so I left that company to develop a client-centric approach to serve my clients. This client first approach requires integrity, objectivity, fairness, diligence, confidentiality, professionalism, and constant academic development, so I continue to immerse myself in expanding my knowledge on all matters pertaining to the financial planning industry by studying at The American College, an accredited institution specializing in insurance and financial services education, located in Bryn Mawr, Pennsylvania. I will use the knowledge I gain to help guide our clients on appropriate options for their financial plan.

You may be wondering what this client-centered process is all about. I created our client-centered process to develop a deeper understanding of my clients, personally and fiscally. We start out with an introductory interview where I listen to what is important to you while you get to know me. I’ve found that active listening is the best way to get to know you because assets on a balance sheet is only part of the picture, and I’ve found over time that a partial picture can be a bit blurred. I prefer my interaction with our clients to be crystal clear. Once We’ve moved past the introduction meeting, we move into data gathering where we learn more about your current situation. Next, we analyze what we have learned through active listening and information on balance sheets. Our fourth phase in the client-centered process is formulating several recommendations to achieve your objectives. Here we introduce you to your current position, reaffirm our understanding of your goals, and we introduce you to your recommendations. At this point you’ve been armed with the knowledge of the positives and negatives of each possible solution, so you can make wise decisions regarding your path forward. Once we have a path forward we work with you to implement the solutions you have chosen. Finally, we monitor your plan with you, and we adapt to changes that are bound to occur on your financial journey.

Today I live in the Andover area with my wife Whitney and young children Gabriel and Hailey. I enjoy attending the kids’ sporting events, announcing ball games, and volunteering with the school system to help develop the future of education. I work to pass on my enjoyment of finance and aviation to my kids by giving them flight lessons most flights we take. I cherish being together with family, so I like to share in activities with each one. Sometimes it can be challenging when they have sporting events in different states, but we make the best of it by utilizing the plane to make both functions when possible.

Whitney Snow

Office Manager

With a Business degree in Marketing and Minor in Management from Wichita State University, and 16-plus years of Accounting and Administrative experience, my background was a natural fit for the position as Office Manager. I also have a passion and knack for organization, which comes in handy for all of us. I admire my husband’s passion for retirement and financial planning and feel very strongly about his view to educate his clients and share in his passion for helping others.

I’m also passionate about volunteering and serving our community. I’ve been an active member of the Red Shoe Society since 2013, building awareness for the Ronald McDonald House Charities Wichita through volunteering at the houses, participating in the quarterly socials, and other events throughout the year. During that time I’ve served as the lead of the Pull Tab (now Membership) Committee since 2014, a board member since 2014, served as the secretary from 2015-2016, and will begin serving as the Vice President beginning 2018.