Financial Services Group
Our associates have been working with individuals and businesses in Kansas and Missouri for a combined total of over 75 years. Each of our representatives has extensive personal and professional experience. Many hold various professional designations, and qualified representatives are licensed to sell a variety of investment and insurance products.
We serve individuals and businesses in all areas of financial management, including:
- Retirement planning
Making the most of your employer-sponsored retirement plans and IRAs. Helping to determine how much you need to retire comfortably. Managing assets before and during retirement.
- Tax management
Looking for ways to help reduce your current and future tax burden. Referring you to qualified tax specialists.
- Estate planning
Helping preserve your estate for your intended heirs. Helping with beneficiary designations. Reducing exposure to estate taxes and probate costs. Coordinating with your tax and legal advisors.
- Risk management
Reviewing existing insurance policies. Recommending policy changes when appropriate. Finding the best policy for your situation.
- Education funding
Recommending investment and accumulation strategies to help you pay for your children's education.
- Investment Planning
Determining your asset allocation needs. Helping you understand your risk tolerance. Recommending the appropriate investment vehicles to help you reach and exceed your goals.
- Employee and executive benefits
Helping your business attract and retain qualified employees through benefit packages.
Want to learn more about our services?
Meet Your Team!
Equity Financial Services Group representatives are available by appointment at any Equity Bank branch! We’re looking forward to using our expertise to help you pursue your financial goals.
Kate Hagman: Financial Advisor / Wichita Metro Area Phone: (316) 779-1601 E-mail: email@example.com
Kate began her financial services career as a Financial Advisor in Garden City, KS five years ago. She joined the Equity Bank team in 2017. Kate specializes in Comprehensive Financial Planning, and is knowledgeable in most areas of financial services. As a CFP® Practitioner, she enjoys working with young singles and families, and helping pre-retirees and retirees with income and asset planning. Kate earned her Bachelor of Science degree from Kansas State University, Master of Science degree from Fort Hays State University, and Master's Certificate in Financial Planning from Kansas State University. She holds Series 7 and 66 securities registrations and state life and health insurance licenses.
Kate enjoys working on the family farm, helping Beauties and Beasts Rescue, and serving on the Kappa Alpha Theta Corp. Board in Manhattan, KS. She is also a member of Woodland United Methodist Church and participates in sprint triathlons and half marathons on a regular basis.
Sandra Rice: Senior Financial Advisor / Sedalia, Sweet Springs, Knob Noster, Windsor, MO Phone: (660) 829-3800 E-mail: firstname.lastname@example.org
Sandra began her financial services career as a Financial Advisor in Trenton and Mexico, Missouri. She has been with Equity Bank (and its predecessors) since 1997. While Sandra maintains expertise in most areas of financial services, she specializes in the Retirement Market, including Qualified Retirement Accounts, Traditional IRAs, Roth IRAs, and Rollovers.
Sandra earned her Bachelor of Science degree from the University of Missouri in Columbia. She holds several securities registrations (7, 6, 63, 65, 24, 9 and 10) and her state Life & Health licenses.
Sandra travels often and has led tours both domestically and abroad. She enjoys the outdoors through long-distance running, biking, and hiking.
Brian Orr: Senior Financial Advisor / Higginsville, MO Phone: (816) 554-5621 E-mail: email@example.com
Brian began his financial services career in 1996. He served in leadership roles with several large firms before joining the Equity Bank team in 2010. While Brian maintains acumen in most areas of financial services, he specializes in Retirement Planning and Wealth Transfer Planning.
Brian earned his Bachelor of Science degree from the University of Kansas. He earned the Chartered Retirement Plans Specialist (CRPS) designation in 1999, and the Chartered Financial Consultant (ChFC) designation in 2003. Brian holds his Series 7, 6, 63 and 65 securities registrations along with his state Life & Health licenses.
Brian lives in Lee’s Summit, Missouri, with his wife and the youngest of their three sons. He enjoys gardening, running, and is active at his church.
Sandy Rinke: Senior Financial Advisor / Warrensburg, Clinton, Warsaw, MO Phone: (660) 422-2463 E-mail: firstname.lastname@example.org
Sandy joined the Equity Bank team in 2016.While Sandy maintains expertise in most areas of financial services, she specializes in the Retirement Market, including Qualified Retirement Accounts, Traditional IRAs, Roth IRAs, and Rollovers. She holds FINRA securities registrations 6 and 63, and has her state Life & Health licenses.
Sandy enjoys spending time with her family.
Jill Warren: Sales Assistant / Based in Western, MO Phone: (660) 584-2500 E-mail: email@example.com
Registered sales assistant of INVEST.
Wichita Metro Area: (316) 858-3116
KC Metro Area: (816) 587-4322
Warrensburg/Clinton/Warsaw: (660) 422-2463
Sedalia/Windsor/Sweet Springs/Knob Noster: (660) 829-3800 x 6155
Investment products are:
|Not FDIC Insured||No Bank Guarantee||May Lose Value|
|Not a Bank Deposit||Not Insured by any Federal Government Agency|