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Don Clark is a CERTIFIED FINANCIAL PLANNER™ professional, a Managing Principal and President of Personal Financial Group since 2018. 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 […]

Mason Clark is a Wealth Strategist with Personal Financial Group. Mason worked with PFG as an intern during his summer months in high school and college and moved his way up to an advisor role after passing his Securities Industry Essentials, Series 7, and Series 66 exams (currently held with LPL Financial) and he is […]

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 […]

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 […]

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 […]

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 […]

Heather was born in Missouri and moved over to the Kansas side in 2003. She graduated from UMKC with a biology degree, but has been in the financial industry since her first job during college with the Federal Reserve Bank of KC. After being a homemaker for a few years, she decided to go back […]

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 […]

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 […]

David is a Kansas City native who began his career in financial planning in 2011. He graduated from Rockhurst High School, earned a BA in Business Administration from the University of Kansas, and completed his MBA in Management and Marketing at UMKC.

Carol Mahon serves as a Client Service Administrator with Personal Financial Group since 2018. 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 […]

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 […]

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 […]

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. […]

Having worked in this field for over 30 years, I’ve dedicated myself to advising families and individuals on financial matters. My goal is to help my clients build a secure future and live their best lives with their hard-earned assets. Guiding them through various life events gives them the confidence to pursue their dreams and […]

Lita was born and raised in the Kansas City area. She graduated from University of Kansas with a degree in social work. While raising her two sons she owned and operated a cabinet refinishing and faux painting business. Her most recently held positions include being a paralegal and executive assistant. In her spare time, Lita […]

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 […]

Linda Riggs has worked in the financial industry since 2002; 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 […]

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 […]