The Kansas City GivingLeads team is helping build vibrant local, entrepreneurial economies. We believe that collaboration and excellence are key to local financial health. That's why we, as a team of local professionals that work together to serve entrepreneurs and those with new wealth. GivingLeads teams help one another get warm introductions, deliver services, and give back to the community.
Kansas City Team
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Allied Business Group David Holzman, President, CFA Allied Business Group, LLC, a Mariner Holding company, is a boutique investment bank and financial advisory firm providing mergers and acquisitions, valuation and forensic services, and business advisory to lower middle market companies across the U.S. |
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CBIZ MHM, LLC John Shoemaker, Manager, CPA CBIZ MHM has a breadth of financial services and solutions to offer you or your company including accounting and tax services, corporate recovery and turnaround consulting, not-for-profit solutions, enterprise risk management, internal audit, international services, litigation support, mergers and acquisitions, valuation and focused industry services. |
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Westport Advisory Group DeAnna Basler, Equity Partner Private Wealth Management – Westport Advisory Group is an independent, privately owned, wealth management firm with decades of experience in wealth planning strategies and in the financial markets. We specialize in risk management, wealth preservation, asset growth, enhanced income and diversification through traditional and non-correlated assets. |
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Providence Financial Advisors, LLC Steven Cox, President, CFA Providence Financial Advisors is an independent registered investment firm committed to helping you improve your long-term financial success. Our customized programs are designed to grow, and conserve your wealth by delivering an unprecedented level of personalized service. |
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National Christian Foundation Bill High, CEO/President Bill High is the Chief Executive Officer and President of National Christian Foundation Heartland. He works with families, high-capacity givers, and financial advisors, sharing the foundation’s message regarding biblical generosity and charitable giving. Much of that work includes advising on issues of income tax planning, business sale planning, real estate, and estate planning. Bill assists families in documenting their family vision and creating family mission statements. National Christian Foundation Heartland helps business owners maximize impact through giving while paying less taxes. |
