RETIREMENT RESOURCES, INC
10551 BARKLEY ST., SUITE 104
OVERLAND PARK, KS 66212
President / CEO
Loren has been in the financial services industry since 1980 and founded Retirement Resources in 1991.
Loren oversees all the management of client portfolios. He is passionate about providing excellent client service and ongoing communication. He writes a weekly commentary to keep his clients informed and educated about their money. Loren pays strict attention to detail yet has a unique sense of humor that allows clients to feel comfortable planning their future with him. Loren's passion for service extends to his weekly volunteering for his fellow veterans at the VA Medical Center.
Loren is a registered representative through B.B. Graham & Company, member FINRA/SIPC. B.B. Graham & Co. and Retirement Resources Inc. are separate and unrelated companies.
Office Manager/Executive Assistant
Raquel is the smiling face on the other end of the phone and at the front desk of Retirement Resources, Inc. Raquel has worked in the financial industry since 2003. She ensures your paperwork is completed accurately and processed timely. Her goal is to ensure you are experiencing exceptional service at our firm. She focuses on the care of our client community and utilizing technology to reach existing and new clients.
Investment Advisor Representative
Bob graduated from Emporia State Teachers College in 1967 with a BSE. He taught school in Topeka, Kansas for five years before going into business for himself starting several successful companies.
Bob has been an independent financial advisor since 1983. At the start of his career he consulted and worked with banks and credit unions to help them acquire funds and make investments. In 1994 he turned his full attention to working with individual investors and developed a loyal clientele assisting them with all their investments and insurance needs. Bob became an Investment Advisor for Retirement Resources in August 2012.
Bob is a registered representative through B.B. Graham & Company, member FINRA/SIPC. B.B. Graham & Co. and Retirement Resources Inc. are separate and unrelated companies.
Brad graduated from the University of Texas in 1996 with a BS in Chemical Engineering. He then, in 1998, acquired his MBA from Texas Tech University. After graduation Brad worked as an engineer for Delta Faucet Company and Dell Inc. During this time he acquired his Lean Six Sigma Master Black Belt which is an efficiency designation for eliminating waste in Transportation, Inventory, Motion, Waiting, Overproduction, Over-Processing, and Defects.
Brad decided to take his technical skills to the Investment Industry and became an Investment Coach in August 2011. In addition to advising clients through Retirement Resources, Inc., Brad owns his own firm Brad Reed Investment Success which provides fee based coaching for do-it-yourself investors. He can be contacted at www.bradreedis.com.
Norman graduated from Missouri State University with a BS in accounting and an MBA. Since 1993 Norm has an active CPA accounting firm providing tax preparation for clients in Kansas and Missouri. In March of 2013 he joined Retirement Resources, Inc. as an Investment Advisor. In addition to advising clients, Norm also engages in the sale of health and life insurance.
Norm is a registered representative through B.B. Graham & Company, member FINRA/SIPC.B.B. Graham & Co. and Retirement Resources Inc. are separate and unrelated companies.