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 enjoys drawing animal portraits, traveling, and volunteering. She has been supporting a local drop-in women’s center for many years. This center serves women who are being trafficked or are homeless by providing many things like clothing, food, and shelter.
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 to work and started getting her licenses. She is fully licensed with 6, 7, 63, 65, Life, Health, and Annuities. She spent 12 years with her most recent employer helping a top-tier Wealth Advisor grow his book of business and servicing her own clients. In her spare time, Heather likes to spend time with her two adult children, golfing, attending concerts or sporting events, relaxing with friends, and tending to her many farm animals. She bought a 65-acre farm in 2020 and has been learning the ins and outs of farm life while building her dream home.
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.
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 Piper Jaffray 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.
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 licensed in Life & Health insurance. Mason is a firm believer in continuing to develop personally and professionally and has completed the CERTIFIED FINANCIAL PLANNER™ (CFP®) coursework and plans to sit for the exam soon.
Mason graduated college from The University of Kansas with a bachelor’s degree in business administration. While attending The University of Kansas’ Business School, Mason focused his core studies on Finance. Mason works with clients ranging from young investors all the way up to retirees, athletes & entertainers, business owners, and everything in between. He currently sits on Personal Financial Group’s Investment Committee board and believes in long-term relationships with his clients by emphasizing a comprehensive approach to wealth management.
In his spare time, Mason likes to stay active, enjoy the outdoors and loves Kansas sports teams. A goal of his is to see as many college and professional sporting arenas around the world.
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 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 in 2018 and looks forward to getting involved in that community.
Carol and her husband, Chuck, have three grown boys. As empty-nesters, they enjoy many outdoor activities, including golfing, four-wheeling and boating.
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 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.
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 clients design financial plans that include estate planning, tax planning 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 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.
