Tucked away in an upstairs Brookside office since 2000, the financial advisors at Innovest Financial Partners provide financial planning, investment advice, and insurance. Barbara McMahon, CFP®, CMFC, MBA, has been in the financial services industry for 22 years. In 2006,
She was joined by Brad Hemmer, CMFC. Together, they created Innovest Financial Partners in 2010.
Barbara is an active member and past president of the Greater KC Financial Planning Assn. and has served on a national council and committees. She is the current treasurer of the Brookside Business Assn. She is often quoted in The Kansas City Star and has been quoted in the Wall Street Journal and industry publications. She specializes in meeting the financial needs of women, small business owners and individuals and couples nearing or moving into retirement.
Brad’s focus is assisting young families address needs like investments, college planning and life insurance. He also works to get them ahead of the curve with retirement planning. Janine Bell, EA, MBA, joined the firm as Advisor Assistant in 2011. She supports Barbara and Brad in meeting client needs, as well as doing bookkeeping, accounting and tax preparation for individuals and small companies. In addition, Janine has her own accounting practice.
You can give them a call at 816-363-6660 or stop by for a cup of coffee and a conversation about your financial needs at 6314 Brookside Plaza, Suite 201, Kansas City, MO.