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Our Firm

For more than 10 years, KC Financial Advisors has helped make retirement dreams a reality for today's retirees. We specialize in working with retirees and those nearing retirement to preserve their wealth, plan their future and protect their legacy. With an emphasis on income maximization, tax minimization, wealth generation, and estate preservation, our comprehensive team approach to retirement planning is second to none.

Our story began after witnessing first-hand the devastating impact of the market turmoil that followed 9/11. The tragedy of that day in and of itself was more than most could bear, but the affects were far-reaching and would be felt for many years to come. The market collapse that followed had a profound impact on so many people, but perhaps most significantly on those who were already in retirement or just approaching their retirement years. For far too many, their retirement dreams and what they had worked a lifetime for had been taken from them or altered forever by unimaginable events out of their control.

Recognizing a need for a fresh approach to retirement planning, we are committed to fulfilling our vision of helping others make their retirement dreams a reality in this "new" economy. We are humbled that our approach has helped those retirement dreams indeed become a reality for so many. For us though, it's merely just the beginning.

Our Team

David A. Dickens, CFA | President

Qualification & Experience

David Dickens CFA, is President and Owner of KC Financial Advisors. David has over 30 years of experience in the investment business, with expertise in bonds, stocks, mutual funds, fixed annuities and various asset-backed securities. He has served as President of two different brokerage firms working with banks and credit unions. He has built a fee-based investment advisory service from the ground up, growing it to over $1 billion in assests under advice. David has taught numerous investment Workshops and classes, including the day-long Investments component of Cuna’s week-long Investment Management School. He has written numerous articles about asset/liability management techniques, and other investment related topics.

David is a Chartered Financial Analyst and earned that designation in 1993 after three years of rigorous testing over a broad range of investing disciplines (see www.cfainstitute.org for more information). Additionally, in 1991 he passed his investment advisor securities licensing exam for his Series 65 license. And though not still active in the brokerage business, David has also held Series 7, 24 and 63 securities licenses. He earned his Bachelors Degree in business from the University of Missouri–Columbia.

As a retirement planning and estate preservation specialist, Mr. Dickens recognizes the importance of implementing strategies to preserve the wealth his clients have accumulated over their lifetimes.  He uses strategies that avoid subjecting clients’ assets to unnecessary risk, market volatility, excessive taxes and fees.  “We see too many people come through our doors who are investing like they are still in the wealth accumulation stage of life.  They are exposing their hard-earned assets to risk levels that are totally unnecessary to meet their goals. But it takes specialized knowledge to see that mistake and then to help someone fix it.  The relationship that grows from fixing these situations is very gratifying!”

David has been married to his wife Linda for over 30 years. They have three adult daughters, all currently living outside the Kansas City area. David is an avid golfer, and enjoys traveling with his wife and daughters. He is actively involved in his church, sponsoring a weekly mentoring group for high school young men and singing in the contemporary worship choir.


David G. Cox | Wealth Advisor

Dave Cox, our Wealth Advisor, is well known for the counsel he gives people throughout the Kansas City area. Since 2007 he has helped hundreds of KC Financial Advisors families establish sophisticated, yet easy to understand solutions for protecting and preserving wealth while minimizing their tax exposure. Dave is a financial planner who specializes in retirement planning and asset preservation for families and retirees. He has built a reputation among clients as a personally engaged problem-solver who provides exceptional customer service. Dave has over twenty-five years invested in providing leadership and advice to local families.

On the personal side; Dave and his lovely wife, Ashley, live in Overland Park. He is also the proud father of four adult sons, and has two daughters living at home. Away from work Dave is a loyal Chiefs, Royals and Big 12 fan, and enjoys travel in addition to various sports and games with his family.

Qualification & Experience

Dave earned both a Master's and Bachelor's Degree, and has dual professional licenses including his FINRA Series 65 for investment advisory as well as his license in life, accident and health insurance with the state of Kansas. Dave has been recognized five times by KC Business Magazine as a "FIVE STAR Wealth Manager: Best in Client Satisfaction℠." This distinction is only awarded to wealth managers who have scored highest in client-based research conducted by a national, independent research company. A maximum of seven percent of financial professionals in any market area receive this prestigious award.


Linda S. Dickens | Estate Planning Attorney

Linda Dickens (J.D., 1983) graduated from the University of Missouri in 1980, with numerous honors, a B.S.B.A. in Business Administration and an emphasis in Economics. In 1983 she obtained her Juris Doctorate from the University of Missouri – Kansas City Law School, With Distinction, serving as a Law Review Editor, with two published Law Review articles, and particular emphasis in trials and litigation, estates and trusts, and commercial and antitrust law.

Qualification & Experience

Following Law School Linda served as a Federal Law Clerk to the Honorable Joseph E. Stevens Jr., of the United States District Court, Western District of Missouri, assisting the court in managing attorneys, trials, litigation, drafting and researching judicial opinions, and more.

Linda left private practice for five years in the early 1990’s to teach at the University of Missouri – Kansas City, Bloch School of Business. Subjects taught included Contracts, Torts, Bankruptcy, Property, Uniform Commercial Code, Ethics, and more. Linda also taught Legal Research and Writing at UMKC Law School.

Linda is a published author on numerous litigation and legal ethics subjects. She has also been active in area Bar Associations over the years, serving on Boards of Directors, and chairing numerous Bar committees.


Melody A. Collins | Office Manager

Melody is the Office Manager for KC Financial Advisors. In this position, Melody works closely with the associates in the office to accommodate the day-to-day needs of our clients. Clients really enjoy her sense of humour and warm personality.

Melody has three grown children, Michael, Christopher and Brandi-Lynne and two granddaughters, Ashlyn and Raina. She and her husband Phil live in Kansas City, Missouri. Away from work, Melody loves spending time with family and friends and watching K-State and Chiefs football and KU basketball. She also enjoys reading, crocheting and needlepoint when she finds the time.

Qualification & Experience

Melody currently holds her life insurance licenses in the states of Missouri and Kansas. Prior to joining KC Financial Advisors, Melody worked for an insurance company as a Claims Adjuster. In addition, she has over twenty years experience in the health care industry working with and caring for clients and patients.


Elizabeth Goodwin | Marketing Coordinator

Elizabeth Goodwin is our newest member of the team and will become a familiar face when you walk into the door at our office, as well as a pleasant voice you hear when you call.

Elizabeth is responsible for all of our weekly market newsletters and client event coordination. She is here to make sure that your client experience with our firm is exceptional. Elizabeth is also the person to contact if you'd like to attend any of our upcoming events or if you'd like to invite your family and friends to meet with any advisor.

Qualification & Experience

Elizabeth has worked in the marketing and business development for over 20 years; from small businesses to larger corporations such as Deluxe Corp.

She relocated back to Overland Park from Northwest Arkansas and is thrilled to be back home!

Elizabeth’s professional goals are to keep the vision of the of the company and business owner top of mind. And she brings both analytical and creativity to the table. She never underestimates the power of building relationships with the customer and within the community.

In her free time Elizabeth’s focus is her daughter Marley. She loves the outdoors, arts, travel and spending time with friends and family. Her weaknesses are coffee, animals and babies.



Mary Whitchurch | Tax Services Professional, CPA

Mary Whitchurch leads our tax service and is a licensed Certified Public Accountant, or CPA, with more than 20 years of diverse accounting experience. During her career she has specialized in complex individual and corporate tax planning and preparation, including multi-state entities. She has prepared individual and corporate tax returns and tax projections for $1 million clients.

Mary enjoys spending time with her four sons and two grandsons. She also enjoys quilting and traveling in her free time.

Qualification & Experience

Mary earned a bachelor’s degree in accounting at Kansas State University. Since 2005 she has worked as a tax manager for Jewett, Shwartz & Associates in Hollywood, Florida. Her responsibilities included tax preparation for high net worth individuals, S and C corporations and partnerships, as well as engaging directly with the IRS to address audit inquiries and resolve issues. She also trained and supervised bookkeeping staff on preparation and maintenance of financial statements and payroll processing for clients. Mary directly engaged more than 50 state and municipal tax and revenue authorities to resolve client issues and minimize penalties. She also has previous experience as a senior tax preparer at a CPA firm in Wichita, Kansas, and worked as an internal auditor for Kansas City Power and Light.

As a lifelong tax and accounting professional, Mary has managed comprehensive tax planning and management services and has prepared, reviewed and certified returns for diverse clients, including high net worth individuals and S and C corporations, partnerships and sole proprietorships.


Marissa “Missy” Kaut | Tax Services Associate

Missy Kaut is providing tax services for KC Financial Advisors for the second year. She is registered as a paid tax preparer with the Internal Revenue Service. She has a combined 12 years of experience in tax preparation, international tax compliance and accounting. She is knowledgeable in preparing individual, partnership, corporate and trust tax returns. According to Missy, “Every client is a puzzle and I love puzzles!”

Originally from Champaign, Illinois, Missy has lived and worked in San Francisco, Washington, D.C., Miami, Cincinnati and Phoenix. Missy appreciates the beauty of and the quality of life in the San Francisco Bay Area but remains true to her Midwestern roots and values. She feels there is nothing like the people in the Midwest — Midwest is best!

Qualification & Experience

Missy came to KC Financial Advisors in 2015 with 12 years of experience at Ernst & Young LLP and Sunrise Senior Living, Inc., both in McLean, Virginia. She has experience with individual, corporate and partnership tax returns. She is a graduate of George Mason University in Fairfax, Virginia, with a Bachelor of Science in accounting. After tax season ends, you will likely find Missy on the tennis court. She is an avid tennis player who, along with her husband, Doug, teaches tennis at Clayview Country Club in Liberty, Missouri.

Strategies for Financial Independence

To schedule a time to discuss your financial future and the possible role of insurance or investments in your financial strategy, call us at 913.317.1414 or email Info@kcfinancialadvisors.com today!

By contacting us, you may be offered information regarding the purchase of insurance and investment products.

KC Financial Advisors does not provide tax or legal advice. You are encouraged to consult your tax advisor or attorney. We are not endorsed by or affiliated with the US Government or any governmental agency.

We are an independent financial services firm helping individuals create retirement strategies using a variety of investment and insurance products to custom suit their needs and objectives.

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Investment advisory services are offered through Brookstone Capital Management LLC, an SEC Registered Investment Advisor. Kansas City Financial Advisors and Brookstone Capital Management LLC are separate companies. Nothing on this website should be construed as investment advice. All information is believed to be from reliable sources; however, we make no representation as to its completeness or accuracy. Neither Brookstone Capital Management LLC nor any of its representatives gives tax or legal advice.

*Guarantees provided by insurance products are backed by the claims-paying ability of the issuing carrier.

“The Social Security Decisions” report is provided for informational purposes only. It is not intended to provide tax or legal advice. By requesting this report you may be provided with information regarding the purchase of insurance and investment products in the future.

The Five Star Wealth Manager award, administered by Crescendo Business Services LLC (dba Five Star Professional), should not be construed as an endorsement of the wealth manager by Crescendo Business Services or any client nor are they representative of any one client's evaluation. The award methodology does not evaluate the quality of services provided. The award is not indicative of the award winner’s future performance. For more information on the FIVE STAR Award and the research/selection methodology, go to: www.fivestarprofessional.com/wmresearch. It is important to note that the sponsor of the award may send nomination letters to thousands of candidates that do not respond. Therefore, claims that the award is prestigious and other similar statements may be misleading. Additionally, although wealth managers do not pay a fee to be considered or awarded; the recipient may have to compensate Crescendo for the use of their proprietary material. Crescendo is a for-profit entity.