Gary Eickhorst, ChFC®¹
Gary is one of the co-founders of FDI, focusing on healthcare professionals in insurance, retirement, investment and tax planning. As a Chartered Financial Consultant® (ChFC®), Gary is dedicated to developing long lasting relationships with clients and support for the FDI team.
He graduated from the University of Missouri with a degree in administrative management. Gary is a member of the Society of Financial Services Professionals and has served on the board of directors and various chairmanships, including president of the Kansas City Association of Insurance and Financial Advisors, where he is a past recipient of the Herbert Hedges Award (Advisor of the Year).
California Insurance License # 0D68072
Arkansas Insurance License # 41298
Terry Westlund, ChFC®¹
Terry is one of the co-founders of FDI. He strives on his attention to detail and is devoted to providing support for the FDI team.
He graduated from the University of Missouri with a Bachelor of Science degree in finance and banking and has earned the Chartered Financial Consultant® (ChFC®) designation. Terry is the former president of the Overland Park South Rotary Club and of the Kansas City Association of Insurance and Financial Advisors, where he is a past recipient of the Advisor of the Year Award.
California Insurance License # 0749730
Arkansas Insurance License # 40869
VP, Strategy & Business Development
Jennie brings more than 10 years of experience in customer service consulting and new product development. She oversees the day-to-day operations and long-term strategic vision for Financial Designs. Jennie is passionate about continually identifying ways to improve the client experience and services offered by our team.
Ryan Johnson, Investment Advisor Representative
Ryan joined the Financial Designs team in 1999. He is passionate about helping clients create and maintain a wealth management strategy. Regardless of whether his clients are in the beginning stages of formulating a plan, can see their retirement on the horizon or currently enjoying the benefits of retirement, he will engage them to tailor a plan to meet their specific financial needs.
He graduated from Kansas State University with a Bachelor of Science degree where he also competed as a middle distance runner in Track and Field . With nearly 15 years of experience in the financial services industry, he holds FINRA Series 6, 7, 63 and 65 licenses as well as insurance licenses. Ryan is an active member of the National Association of Insurance and Financial Advisors (NAIFA).
California Insurance License # 0D86001
Noel Roach, Accredited Investment Fiduciary, AIF®
Noel started his career as a Financial Advisor in 1999. He specializes in helping clients achieve desired life experiences. One of his goals is to make things as simple and understandable as possible. Noel develops clear plans to achieve his clients’ goals that remain flexible through inevitable life changes. As such, these plans are reviewed regularly to ensure they align with the current needs of his clients.
Noel holds FINRA Series 6,7,63 and 65 licenses as well as insurance licenses. Noel is a member of the board of trustees at Emporia State University, where he serves on the finance committee. In his free time, he enjoys traveling, golf, and hunting. For more about Noel, go to noelroach.com.
Jason Widler, Investment Advisor Representative
As a registered investment advisor representative, Jay is devoted to developing custom financial strategies and ensures he will do everything he can to help enhance his clients financial position. He is committed to providing the most accurate market and account information and delivers that information in a way that is easy to understand. His knowledge and creative approach enables Jay to help his clients clarify their goals and identify the strategies to achieve them.
Jay graduated from the University of Missouri in 1997 with a Business Communications degree. With 15 years of experience in the financial services industry, Jay holds FINRA 6, 7, 63, and 65 licenses in addition to insurance licenses.
California Insurance License #0H37006
Nancy Carl, CLU®, Registered Representative
Nancy is dedicated to providing unbiased advice and diversified financial resources. She specializes in insurance and retirement planning. Her focus is group health insurance, property and causality for individuals and businesses, and retirement, ancillary and voluntary benefits planning for small businesses.
She earned Bachelor of Arts and Bachelor of Science degrees from the University of Missouri. With 16 years of experience in the financial services industry, Nancy holds FINRA Series 6 and 63 licenses and has earned the Chartered Life Underwriter® (CLU®) designation.
Nancy has served over 10 years on the board of directors and various chairmanships for the Life Underwriters Association of Johnson and Wyandotte County including president, vice president, secretary, and treasurer. She is a member of the Beth Shalom Synagogue education committee, Kansas City Health Underwriters Association, Life Underwriters Association, and Kansas City Chapter Society of Financial Services Professionals, where previously served on the board for five years.
Angela Anderson, CPA²
As a Certified Public Accountant (CPA) with over 20 years of experience in the tax industry, Angie coordinates with the FDI team to develop custom financial strategies specializing in tax planning and preparation. She works to enhance clients’ tax planning to help avoid unnecessary taxation and attain their financial objectives.
Angie graduated as valedictorian from Nazarene University and earned a bachelor’s degree in accounting, with a minor in mathematics. Before her affiliation with FDI, Angie worked for large international and regional accounting firms; BKD and Deloitte. Her extensive experience and knowledge focuses on pensions benefits, individual and corporate taxation, and state incentive credits for businesses.
John Golway, CPA²
John coordinates with the FDI team to implement tax strategies that will help maximize his clients’ deductions and pay the least amount of tax possible. He offers nearly 20 years of experience in accounting and tax preparation and specializes in assisting independent contractors within the medical industry. By working with a skilled tax professional, you will feel confident that you are making the right decisions to help improve your finances and lifestyle.
As a Certified Public Accountant (CPA), John earned a Bachelor’s degree in accounting from the University of Kansas, and he is an active member of the American Institute of CPAs.
Nate Hansen, CPA²
Nate coordinates with the FDI team to assist clients in tax planning and compliance. He has over 15 years of experience in public accounting, specializing in individual, corporate, and partnership income taxes. Building good client relationships where communication is vital is Nate’s approach to helping clients minimize their tax burdens.
Garret Griffin, JD, LL.M.²
Garrett coordinates with the FDI team to implement legal strategies to overall financial plans. His primary focus is to counsel clients with diverse estate planning needs by preparing all levels of their planning.
Garrett graduated in 1998 from William Jewell College with a Bachelor of Science degree in business administration. He graduated from the University of Missouri – Kansas City School of Law in 2001 and earned the Master of Law in Taxation (LL.M.) in 2005.
Garrett is admitted to practice in Missouri, Kansas, and the United States Tax court.
Jason Salinardi, JD, LL.M.²
Jason coordinates with the FDI team to implement legal strategies to overall financial plans. He specializes in practicing law in the areas of estate and asset protection planning, and taxation.
Jason graduated in 2000 with a Bachelor of Science and a Master’s degree in Accountancy from The University of Missouri – Columbia. In 2003, he graduated from the University of Missouri – Columbia Law School and earned a Master of Law in Taxation (LL.M) in 2004 from the University of Missouri – Kansas City Law School.
¹ – These individuals do not offer securities or advisory services
² – These individuals are not affiliated with Cambridge and do not offer securities or advisory services.