Your Team of Professionals | Flanagan Wealth & Trust

Bryan J. Flanagan, CFP®, PPC™, CPFA™

^{CERTIFIED FINANCIAL PLANNER®}
^{PROFESSIONAL PLAN CONSULTANT™}^{CERTIFIED PLAN FIDUCIARY ADVISOR™}

President & LPL Registered Principal

(816) 753-5095

A CERTIFIED FINANCIAL PLANNER®, Bryan focuses on helping clients pursue their goals. By listening to each client and understanding how he can provide value, Bryan's expertise and distinct personal service help families and businesses...

Jenny Moore

Client Service Specialist

(816) 753-8228

(816) 753-5095

Jennifer.Moore@LPL.com

Jenny's more than thirty years of experience enhance her exceptional focus on client service. Her depth of experience in business support includes banking, customer service and marketing roles. Jenny provides clients with quick and...

Mary Finn, CIA^®, CPFA™

Retirement Operations & Quality Assurance Associate

(816) 753-8228

(816) 753-5095

M.Finn@LPL.com

Mary grew up in Overland Park. She earned a bachelor's from the University of Kansas (Rock Chalk!). Prior to joining the team, Mary worked as an Accounting Analyst at SS&C...

Chris Constant, MBA, CPFA^™

Vice President, Client Service & Operations

(816) 753-8228

(816) 753-5095

Chris.Constant@LPL.com

Serving clients and supporting their goals through remarkable care is Chris’ trademark. As Chris leads our client service and operations, he focuses on solutions and client experiences. His leadership to our team helps advance our...

Evan Streich, AAMS®, CPFA™

Client Service Associate

(816) 753-8228

(816) 753-5095

Evan.Streich@LPL.com

Evan is a lifelong resident of the Kansas City area and earned a Bachelor of Science in Personal Financial Planning from the University of Missouri - Columbia. He serves our clients with a focus on problem solving and planning...

Curt Patterson

Financial Advisor

(816) 753-8228

(816) 753-5095

Curt.Patterson@LPL.com

With decades of experience, Curt has helped countless individuals and families in pursuing their financial goals. His tenure and experiences have also enabled him to support families in generational wealth transitions, which have...

Joseph Melookaran, CPA, CPFA^®

Wealth Advisor

(816) 753-8228

(816) 753-5095

Joe.Melookaran@LPL.com

Utilizing his decades of financial experience and expertise, Joe provides clients with financial planning, investment management, 401(k) plans and charitable planning. As a CPA and Certified Plan Fiduciary AdvisorTM, Joe's expertise...

Steve Haddad, ChFC®

(816) 753-8228

(816) 753-5095

An investment and insurance rep since 1987, Steve Haddad founded Haddad Financial Services in 1988 in order to provide superior service and financial advice to his clients. He graduated from Emporia State University in Emporia,...