Meet our Team of Financial Planners in Kansas City
Meet Todd Minear, CFP®, CTFA
Todd Minear is a fee-only, CERTIFIED FINANCIAL PLANNER™ and Certified Trust and Fiduciary Advisor (CTFA) specializing in retirement planning Kansas City, estate planning, and low-cost investment strategies in the Kansas City area.
As the founder of Open Road Wealth Management, Todd has put in the work to be a well-educated and experienced financial advisor. He has successfully completed and earned the BSBA, MBA, CTFA and CFP® certifications and has worked in the financial services industry for over 20 years.
During that time, Todd has worked in the corporate setting as well as the small-firm environment. He explains, “Over the years, I have developed specialties in helping those planning for or enjoying retirement and low-cost investment strategies. I left the corporate world and founded Open Road Wealth Management so I could deliver financial planning and investment management that focuses on the needs of individuals and families”.
Raised in Kansas City, Todd has focused on building great relationships and supporting the community.
Todd is proudly raising three wonderful children. “As a family, we enjoy staying active by playing sports, traveling to new places in our RV, motorcycle riding, and following the Golden Rule”.
Rest assured, Todd has the experience and character to help you move along the Open Road to financial success and proudly states, “We love to help people follow the Open Road to financial success through education, planning, and investing”.
Fun facts about Todd
Daily Focus
Bonding with others “yields”
his happiest moments.
Avoids
Feeling taxed because
of lack of effort.
Loves
Knowing the plan –
just like his clients!
Favorite pass time
Life on the family farm.
He prefers bulls to bears.
Enjoys Camping
Teaches lessons on how to adapt to the changing environment.
Best Motorcycle Ride
Harley Adventure. It has less volatility than the dirt bike.
Meet Kelli Harpe Federal Benefits Expert
Kelli Harpe is a federal retiree and has knowledge and experience to help federal employees with their wealth management in Kansas City as well as help them make the best decisions to achieve a rewarding retirement.
Kelli spent over thirty years in human resources in both the private and public sectors. She recently retired from the Federal Bureau of Prisons where she served as the Regional Human Resource Administrator for eleven years and was responsible for 6,000 staff in 20 institutions.
Kelli is known for her technical expertise in all areas of Human Resources and has extensive experience in federal benefits and staffing. “As a Federal retiree myself, I am looking forward to using my knowledge and experience to help Federal employees make the best decisions to achieve a rewarding retirement.”
Kelli has a reputation to be proud of. She was an Honor Graduate from the Federal Law Enforcement Training Academy in 1992. In 2014, she along with the North Central Regional Office Human Resource team, received the Human Resource Management Division – Special Recognition Award. She was named Administrator of the Year in the North Central Region in 2012 and 2017. In 2018, Kelli was awarded the Human Resource Management Division – Assistant Director Award.
Kelli has lived in Kansas City for the past 14 years. She and her husband Gordon have four children and two granddaughters. In college she was an active member of Delta Delta Delta sorority and remains active in an alumnae chapter in Kansas City. She was also a chartering officer for Gold Key National Honor Society at NAU.
Fun facts about Kelli
Best job ever
Being a great mom! Always adjusting… Just like financial plans.
Daily Activity
Being with my husband and walking our dog - gives us all a nice break from hanging out at the house.
Life Goal
Have FUN and balance between present and future.
Favorite Movie
Wizard of Oz because there really is no place like home.
Favorite Getaway
Las Vegas, not a huge gambler but love to people watch and freedom from the daily schedule.
Favorite music
80's! So much nostalgia from my high school and college years.
About Open Road Wealth Management
Open Road Wealth Management Is An Independent, Fee-only Financial Planning And Investment Management Firm.
Our independence uniquely positions us to recommend products and services to you - rather than needing to be a seller of products to you. This allows us to always act in your best interest and there’s never cross-selling.
We believe that we are only successful if you are therefore, we prioritize providing a stellar client experience by making it imperative to:
- Actively listen
- Provide exceptional and unbiased financial plans
- Create and manage tax-efficient, low cost, and well diversified investment portfolios
- Operate in the environment of fee transparency
- Stay up-to-date through continual education
- Become our client’s trusted advisor
- Act in a fiduciary capacity
Our use of technology in an important part of helping make the process more efficient and simplifying how we work together. You will have access to your accounts (regardless of where they’re held) from our client portal.
We also use technology to:
- Communicate virtually (as long as you are comfortable)
- Assess and model risk
- Develop effective financial plans
- Create efficient portfolios
Education center
Learn more about financial planning and what it means for you
Explore common financial lingo
The financial industry can feel overwhelming, which is why we take the time to explain the nuances of the industry. Explore more about how our differences can benefit you and what all this financial lingo actually means for you.
Video Blog: The Inverted Yield Curve – Why it matters and what to do.
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