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Don Clark is a CERTIFIED FINANCIAL PLANNER™ professional, a Managing Principal through LPL Financial and President of Personal Financial Group. Don has been in the financial industry since 1991. During that time, he has developed long-term relationships with his clients by emphasizing a comprehensive approach to financial planning that focuses on client service. Don helps his clients design financial plans that include estate planning, tax reduction and financial independence planning/retirement planning.
Don earned his Master’s Degree in Business Administration from Rockhurst University, and his Bachelor’s Degree from the University of Kansas. He has also earned the elite professional certification of CERTIFIED FINANCIAL PLANNER™ (CFP®) through his studies at the College of Financial Planning. Don currently holds the Series 7, 24, 53, 63 and 65 registrations through LPL Financial and is also licensed in Life and Health Insurance.
As an Investment Advisor Representative, Don specializes in developing and implementing retirement and estate plans for private clients. He incorporates advanced tax planning techniques to help minimize income and estate taxes. He also utilizes conservative asset allocation models in order to focus on capital preservation and multi-generational wealth management.
Don is a firm believer in the growth and development of children through education and sports. For 8 years, Don was an elected member of a local Board of Education and was also an elected member of the Executive Board for the Kansas State High School Activities Association.
Don and his wife Nancy have three boys. He is actively involved in youth sports and has coached his sons in baseball, football and basketball. Additionally, he has officiated collegiate sports. In his spare time, Don likes to run and he has completed several marathons, including the Boston Marathon.
Chief Operations Officer, Financial Advisor
Linda Migliazzo is a CERTIFIED FINANCIAL PLANNER™ certificant, Chief Compliance Officer for Personal Financial Group, Inc. and a Registered Representative through LPL Financial. Linda has been in the financial industry since 2002. After marrying her husband John in 2004, Linda joined Don Clark’s Team and since that time, she has assisted Don by helping create a reliable, consistent and efficient approach towards meeting the needs of his clients as well as his team of advisors. Together, Don and Linda have built a strong business that focuses on building a foundation of Authenticity, Integrity, Approachability and Transparency that permeates throughout the culture of the Firm and the relationships of their clients.
Linda earned her Bachelor’s Degree in Business Administration and Management from Park University. She was a participant and finalist in the JumpStart/CHOICE Entrepreneurship Business Plan Competition with the Kaufman Center for Entrepreneurial Leadership. She has also earned the elite professional certification of CERTIFIED FINANCIAL PLANNER™ (CFP®) through her studies at the College of Financial Planning. She is also registered in securities Series 7 and Series 66 through LPL Financial, as well as Life and Health.
Linda and her husband, John, have a son at Rockhurst High School and a daughter at Kansas City Christian School. Their faith is a centerpoint in their household. Her husband is a small business owner in the Kansas City Metro area. Their strong family ties to the Kansas City area give them a strong sense of pride when it comes to serving the community. They are active members of Country Club Christian Church and enjoy participating in community outreach programs.
Linda is an Assistant Scoutmaster with Troop 10 with the Heart of America Council – Boy Scouts of America. She was previously the Committee Chair for Cub Scout Pack 3010. As Committee Chair she has helped revive the Pack, which was near resolution after more than 25 years of service. Pack 3010 was originally the main Cub Scout Pack that led to the beginning of Boy Scout Troop 10, one of the largest Scout BSA troops in the country. Troop 10 is one of the largest sources of scouts that obtain the prestigious Eagle Scout designation in the area. Linda’s husband is an Eagle Scout and her son is a currently working towards his Eagle Rank. Her daughter is also a Scout in Troop 10 and is working towards her Eagle Rank. Linda also assists with various committees through the Council and the Soaring Eagle District. Their family has a strong connection to the values, beliefs and traditions that scouting teaches our youth in order for them to grow into successful, responsible young men and women.
Client Service Specialist
Linda Riggs has worked in the financial industry for eight years; this is a second career for her. She formerly worked and retired from SBC/AT&T after a career of over 30 years mostly in Network Engineering as an engineer and budget analyst. Linda enjoys meeting new clients, assisting with our seminars, client appreciation events and is our compliance administrator. Linda has lived in the metropolitan area all her life with the exception of a two year relocation to St. Louis with SBC. She loves the Kansas City area and all it has to offer which includes the Chiefs, Royals, theatre and concert events.
While working for SBC Linda was involved with Community Relation Teams, Pioneers, United Way and Junior Achievement. She also volunteered for many activities at her daughters schools from room mother to prom chaperone and after prom party fundraising chairperson and was awarded a Kansas Lifetime PTA Membership and Wildcat Mom honors. Linda is a member of Unity Church of Overland Park and enjoys participating in their many community projects such as Habitat for Humanity and Harvesters.
Linda’s daughter Sarah graduated in the spring of 2008 with an Animal Science/Business degree from Kansas State. Sarah was an NCAA Athlete on K-State’s Equestrian Team and honor student. She now works for Farmer’s Insurance. Stepdaughter Kassie, her husband Jon and their children Olivia and Jaxon live in Shawnee and Linda enjoys being close to them. Since Sarah has graduated, Linda plans to continue working part-time and begin extensive traveling. She also hopes to learn to fly fish.
Client Service Administrator
Carol Mahon serves as a Client Service Administrator with Personal Financial Group. She enjoys the team approach in Don Clark’s office allowing her to tackle many different projects each day. The diverse range of work responsibilities provides Carol the opportunity to leverage her effective problem solving and project execution skills. She also enjoys interacting with clients and prospects and learning the many facets of the financial planning business.
Prior to joining Personal Financial Group, Carol spent nearly 12 years as a Billing Supervisor for the City of Burlington, Kansas. She has also held other positions in Real Estate and Insurance. While living in Burlington, Carol was actively involved in many activities and organizations. She moved to DeSoto last year and looks forward to getting involved in that community once she’s settled.
Carol and her husband, Chuck, have three grown boys. As empty-nesters, they enjoy many outdoor activities, including golfing, four-wheeling and boating.
LPL Registered Principal
Mark Rabin has worked as an investment advisor representative in the financial industry for over 30 years. Mark likes to take a long term investment approach considering all of his client’s needs and objectives. Each client has unique needs, and Mark works very closely with each client constantly monitoring their changing financial needs as well as their investment performance.
After attending business classes at the University of Kansas, Mark has worked with some of the most prestigious wall street firms over the years, including Smith Barney, PaineWebber (now UBS Financial), Prudential Securities and PiperJaffray prior to becoming an independent financial advisor. Mark’s vast experience within the financial industry has enabled him to create long term client relationships, many of which have lasted for three decades. Mark currently holds the series 7, 8, 24, 63 and 65 registrations through LPL Financial and is also licensed in Life and Health Insurance.
Mark is married with 2 children and has lived in the Overland Park area his entire life. As a life long resident, Mark believes in supporting his community and charities.
Client Relationship Manager
Thomas Elms is a Certified Financial Planner™ (CFP®) with Personal Financial Group. He is recognized as one of the youngest Financial Advisors to ever achieve the Certified Financial Planner™ designation at 23. Thomas worked with PFG as an intern for two summers and moved his way up to a Financial Advisor role after passing his Securities Industry Essentials Exam (SIE) Series 7, Series 66, and Life & Health Insurance exams that he holds through LPL Financial before graduating college at Biola University in Southern California. He was also a member of the school’s Baseball Program. Thomas works as a Financial Planner within PFG's Professional Athlete Division and loves working with other clients ranging from young investors all the way up to retirees.
LPL Financial Advisor
Gregory Cornelius is founder and President of Gregory T Cornelius, MBA, CFP, LLC. He earned a Bachelor of Science in Finance from Kansas State University in 1978. In 1981 he received his Master’s in Business Administration (MBA) degree from the University of Kansas. Additionally, he completed the Certified Financial Planner™ program of study and earned the CFP® designation. Greg has 35+ years of financial planning experience which includes time spent as Bank Examiner for the Federal Reserve Bank of Kansas City, 5 years in investment banking as an individual and institutional stockbroker, 15 years as a financial planner for MetLife, and 17 years as partner in American Financial Management. He now manages his own boutique financial planning services firm with a strong emphasis on client service.
He is an avid sports fan and enjoys traveling and time spent with friends and family.
*LPL Financial and American Financial Management are separate entities.
Celeste Carson, Operations Manager, has worked in the financial services industry for over 25 years. She has enjoyed working in both personal and commercial lines insurance, as well as comprehensive financial planning.
She supports Greg Cornelius in providing solutions to help clients pursue the achievement of their financial goals. She especially enjoys meeting and interacting with clients, as well as the other varied office responsibilities under her care.
Celeste has lived and worked in the Kansas City area her entire life, but loves to travel. She is a Chiefs and KU fan and enjoys the Symphony, Ballet, theatre and many varied art opportunities in her City.
Steve P. Lawrence
Steve P. Lawrence
Steve Lawrence has over 20 years of experience as a financial advisor. He worked for two large financial services companies before joining the Personal Financial Group network of independent advisors. He sees the independent advisor avenue as the best way to bring his clients a wide array of investment strategies and options that appropriately fit their long-term financial goals.
Ask any of Steve’s clients and they will tell you Steve is different because he is personally invested in helping pursue their financial success. He builds a relationship by listening to his clients’ concerns and crafts investment strategies designed to work towards achieving financial goals. Steve knows his clients’ families, job situations and life dreams. At the heart of Steve’s work life and personal life are his integrity, hard work and service to clients, family and community.
Steve is a proud graduate of Kansas State University. Steve has been married to his wife Martha for 32 years and is a proud father of their daughter Sarah. Steve is active in the community including Children’s Mercy Hospital Planned Giving Council, Cornerstones of Care Foundation Board, Knights of Columbus, Delta Upsilon Capital Campaign Board and is a graduate of the Greater Kansas City Chamber of Commerce Centurions program. When Steve isn’t planning his clients’ financial futures, he is watching the Wildcats, Royals and Chiefs.
David’s long-standing passion for money management and retirement planning is underlined by his commitment to creating customer-centered relationships.
David joined the industry over 10 years ago when he began working with Steve Lawrence and his clients in servicing their account needs and investment strategies. The most rewarding part of David’s job is helping people navigate the path to retirement and the necessary financial needs thereafter.
David is a Kansas City native, graduating from Rockhurst High School, University of Kansas with a BA in business administration, and UMKC with an MBA in management and marketing. He enjoys spoiling his dog, traveling, and trying the many restaurants our great city has to offer.
Dan has been a Registered Representative of LPL Financial and an Investment Advisor Representative with Personal Financial Group since November 17th, 2009. Prior to LPL Financial, Dan had been a Registered Representative with SagePoint Financial since November 1993.
Dan obtained his CERTIFIED FINANCIAL PLANNER™ (CFP®) Certification in 1992. The CFP® certification process, administered by CFP® Board, identifies to the public that those individuals who have been authorized to use the CFP® certification marks in the U.S. have met rigorous professional standards and have agreed to adhere to the principles of integrity, objectivity, competence, fairness, confidentiality, professionalism and diligence when dealing with clients.
Private Wealth Manager
Eric Johnson joined Personal Financial Group as a Private Wealth Manager in March of 2015. Eric’s primary focus is to help his clients identify and pursue their goals at every state of their lives, from the birth of a child to sending children to college; from planning for healthcare costs in retirement to leaving the legacies they desire. He is committed to helping clients build, preserve and decide how their wealth will be passed on to the next generation, their philanthropies of choice or both.
Eric has over 30 years of experience, providing investment recommendations to individuals and small businesses in the areas of cash management, portfolio allocation, retirement and estate planning services. He is passionate about developing customized wealth management strategies and about helping you stay focused on them during the ups and downs of the markets.
Eric’s mission is to understand you and your priorities. To understand in great detail where your wealth stands today and where you’d like it to be tomorrow. This approach is all about helping you turn your wealth goals into reality.
Eric received his BBA degree in Finance from the University of Oklahoma in 1987 and has lived in the Kansas City area for 32 years with his wife, raising four children.
Jeffrey S. Bird
Private Wealth Manager
Jeffrey S. Bird
Phone: (913) 451-7526 ext. 239
Fax: (913) 661-9811
As a Private Wealth Manager at Personal Financial Group, I offer the perspective of more than 30 years of professional experience in the financial industry. I align each client’s unique goals, values, and needs with holistic planning and design of investment and insurance strategies. I use an in-depth discovery process that leads to a true understanding of each client’s specific situation, time horizon, and risk tolerance. I focus on growing and preserving the assets of high-net-worth clients (individuals, families, corporate executives, and businesses), including leveraging the resources and leadership at Personal Financial Group and LPL Financial to help clients pursue goals and solve complex financial issues. Unlike many investment firms, LPL Financial offers an open-architecture platform, giving clients access to a full spectrum of products and services offered in the marketplace. This provides you the opportunity to receive the benefits of a full-service investment firm with the comprehensive and independent advice of an experienced financial advisor.
Keith F. Novak
Keith F. Novak
Keith Novak has been an Investment Advisor Representative since 2008, and has been with Personal Financial Group since 2012.
Keith has a BS in accounting from Rockhurst University, and an MBA from Baker University. Keith currently holds the Series 7 and 66 registrations through LPL Financial and is also licensed in Life and Health Insurance.
Keith is also a Certified Public Accountant and has more than 15 years of audit experience in the employee benefits industry. He has been with Novak Birks, P.C.* since 1994.
He is a member of the AICPA, Missouri Society of CPAs, IFEBP, and the AICPA Employee Benefit Plan Audit Quality Center.
* Novak Birks, PC and their services are separate from LPL Financial and Personal Financial Group.
LPL Financial Advisor
Jeff is dedicated to helping his clients work toward a solid financial foundation for their retirement. He has more than 30 years of experience, Series 7 and Series 63 registrations held through LPL Financial, and holds life insurance licenses through LPL Financial.
Jeff began his financial advisory career working for MuniciCorp of California, which at the time was the largest tax-free bond brokerage firm in the western United States. Though he started his career advising high-net-worth clients, he has expanded his business model over the years to help all his clients create plans for creating and maintaining wealth by advising them on investment strategies that fit their individual needs. The trust his clients place in him has led many of them to recommend him to their own now-grown children, making Jeff an advisor to multiple generations of several families.
Jeff graduated from the University of California-Los Angeles with a bachelor’s degree in political science and later earned a master’s degree in the same field from California State University-Northridge. Jeff has lived in Leawood, Kansas, since 1992. He and his wife, Sarah, are the parents of a son, Elijah. In the years since Elijah was diagnosed as being on the autism spectrum, Jeff has served as a volunteer for several local organizations that help children with autism.
Brian has worked in the financial services industry for more than 20 years, with the last 18 years spent in the ultra-high-net-worth space. He began his career in the operations department, where he learned both the importance of client service and the nuance of individual investments. This was an important foundation in not only understanding the significance of investing, but also the emotional behavior behind being successful in each of our desired goals. He then went on to become an investment analyst, where his primary duties included trading and monitoring a vast range of portfolios, vetting individual funds, and managing overall risk. Brian’s service background, along with his knowledge of investments, made the transition to a wealth advisor only natural.
“I think of myself as a financial coach, utilizing the tools and hard work unique to each relationship, which ultimately leads to the likelihood of success. This means an open and honest dialogue, coupled with a sound game plan.”
Brian is a veteran of the US Army, where he graduated from Air Assault School and became a proud member of the 101st Airborne Division. He remains active in his support of the Veterans of Foreign Wars Organization, and those who have proudly served our country. He obtained his Accredited Wealth Management Advisor (AWMA) designation from the College of Financial Planning, along with his Missouri Insurance License. He lives in Blue Springs with his wife Jennifer, and son Chase.
Financial Advisor Representative
Cindi Moore has worked as a financial advisor representative in the financial industry for twenty years. Cindi has a passion for investing, client service, and professional excellence. She prefers the long term investment approach, considering her client’s needs and objectives so that clients can remain comfortably committed to their plan. Cindi believes it is imperative to have the right balance of enjoying life today while pursuing long term goals. She holds the series 06, 63, and 65 registrations through LPL Financial.
Before becoming a financial advisor, Cindi was an Employee Benefits Manager with over twenty years of experience in qualified retirement plans. She was designated a Qualified Pension Administrator (QPA) through the American Society of Pension Actuaries in Arlington, VA.
Cindi graduated from William Jewell College in Liberty, Missouri, with a Bachelor of Science Degree in Accounting in 1991.
Cindi was born and raised in Lincoln, Nebraska, and moved to Kansas City in 1976. Over the years, Cindi has served as a Board Member of The Kansas City Corporate Challenge along with Treasurer, Vacation Bible School Director, and Sunday School Teacher of her church for over twenty years.
Cindi is happily married to Ray, and they have one son. Along with rooting on her Kansas City Royals, she enjoys spending time with her friends, supporting her family, and cheering on her grandchildren at baseball, football, basketball, and soccer games.
Cindi looks forward to representing you and meeting your financial needs.