Yeisley Financial Group was founded out of a need for down-to-earth financial advice that not only can be understood but also is practical and manageable for everyone. We focus on ways to help protect your savings and show you ways to help make it last. Our approach is conservative in nature because we want you to have your money available when you need it the most.
As an independent advisor, Randy is not restricted to any one financial company or product, so his clients are assured of getting recommendations appropriate for their particular situations. Randy holds the Registered Financial Consultant designation and is an Investment Adviser Representative with Yeisley Wealth Solutions, a Kansas Registered Investment Adviser. He is also insurance licensed in several states throughout the Midwest.
As a degreed engineer, Randy brings a unique perspective to investing and retirement planning and utilizes his analytical strengths to evaluate optimal solutions to today’s retirement planning challenges.
Randy is actively involved in several ministries in his local church and has traveled to Central and South America for the past several years with construction teams to build schools and churches in impoverished areas. He and his wife, Stephanie, who is Yeisley Financial Group’s client service manager, live in Wichita and have five children.
Stephanie manages all client service activities for the firm. She also manages the office staff and assists Randy with client review meetings. She holds her Kansas life and health insurance license and is studying for her securities exam. Stephanie assists Randy with day-to-day operations of the business and ensures that our clients are getting the best care possible.
Stephanie enjoys being active in her church and also loves studying, reading, traveling with Randy and running. As the parents of five children, she and Randy enjoy spending time with their younger children who are still at home and seeing their older children every chance they get. They have been blessed with two grandchildren and love getting opportunities to visit and love on them!
Isaac specializes in creating a customized plan for retirees and pre-retirees with a focus on retirement income planning, wealth preservation and estate planning. Isaac assists Randy in reviewing all existing client portfolios and strategies and he assists all clients with ongoing account needs.
Jessica is responsible for all new client account paperwork and is responsible for tracking and monitoring asset movement to implement retirement strategies. She also assists existing clients with their ongoing account needs and works to ensure that client paperwork is processed in a timely and efficient manner.
Alex is the first person you’ll see as you walk through our door and is usually the friendly voice you will hear when you call our office. She assists Stephanie in all client service activities.
Rebecca is responsible for the planning and implementation of all client events and coordinates all of the firm’s marketing activities. She also assists with appointment scheduling.
Taylor is responsible for the video content you see on our website, at our seminars and in our conference rooms. He coordinates primarily with Randy to provide videos that best describe what we strive for and what we have in store.
Logan helps keep our office running smoothly and helps maintain our welcoming atmosphere. He also helps with event production and setup, and is our sound technician. Logan works part time for Yeisley Financial while pursuing his education.
It is important to feel you have control over your future. At Yeisley Financial Group, we offer our experience and knowledge to design a specific plan of action that helps you work toward your financial independence.
To schedule a time to discuss your financial future and the possible role of insurance or investment products in your financial strategy, contact us at firstname.lastname@example.org or call us at 316.719.2900 today!
It can be difficult to make financial decisions without access to information. If you have questions or concerns about your current retirement strategy, feel free to contact us using the form below.
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We are a group of independent financial services firms dedicated to helping individuals create investment solutions and retirement strategies using a variety of financial planning tools customized to fit their needs and objectives. Yeisley Financial Group, Inc. provides insurance products and services. Yeisley Wealth Solutions, Inc. is a state registered investment advisor firm that provides investment advisory services. Yeisley Wealth Solutions may only transact business in those states in which it maintains a notice filing, or qualifies for an exemption or exclusion from registration requirements. Yeisley Tax Solutions, Inc. provides tax preparation services. Our companies are headquartered in Wichita, Kansas and all companies are advertised to the public collectively as Yeisley Financial Group.
Information contained herein is believed to be accurate and reliable and is provided for informational purposes only. It is not intended to provide individualized investment, insurance, tax, accounting or legal advice and no specific recommendations are being made. Seek the advice of a qualified tax, legal and financial professional about your personal situation before making any investment decision. Any reference to a guarantee is dependent on the financial strength and claims paying ability of the issuing insurance company. Not FDIC insured. Investments can and do lose money. Nothing contained in this communication shall be construed or interpreted as an offer to buy or sell securities and no specific product, service or company is being solicited.
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