About Us

Managing money effectively today requires a commitment to education and adapting to an ever-changing market environment. My partner and I, Allie Konieczka, Financial Advisor, use our experience and knowledge of investments, estate planning, and financial markets to collaborate with our clients to help build a comprehensive plan for you. This plan can change with you as your goals and risk tolerance change in the years to come.

I have worked in the financial services industry since 1996. We help our clients address their financial concerns and develop sound strategies by focusing on each individual’s specific needs. With experience throughout major shifts in the markets, we have dedicated our efforts to delivering the personalized investment planning services our clients deserve.

My bachelor’s degree is from Georgetown University, and my MBA in Finance is from Rockhurst University.

My husband Michael and I met while we both were in the Air Force and I have been married over 38 years. He is my best friend and my Huckleberry! We enjoy learning about new people, exploring new places, and learning new languages, even after his lifechanging accident of September 2020. We love to travel and have visited many exotic places around the world; we plan on continuing to do so, now accompanied by his service dog Sunnie. 

As a Financial Advisor, I help manage assets for individuals. Through a long-term investment approach, I help clients develop and implement strategies for building wealth and realizing their goals. My mission is to provide objective and timely financial advice and guidance while maintaining the highest level of professional service. I hope to help build and preserve wealth for my clients.

I started my career with Edward Jones. Five years later I joined A.G. Edwards as a Financial Advisor and eventually became a Branch Manager. Shortly after A.G. Edwards was taken over by Wells Fargo Advisors, I became an  independent advisor and I now associate with Emerald Legacy Advisors. I hold a bachelor’s degree in American Government from the University of Kansas.

My wife Sandi and I live in Gladstone, Missouri. We have twin daughters, Michelle and Christine. When not at work you can find me on some lake fishing.

My objectives as your financial advisor are to understand the purpose of your wealth and to help you build financial confidence. I believe that investment planning should be more than an abstract accumulation of wealth and assets. Although conceptualizing these figures is certainly a great starting place, it is useless without also implementing a process to help you eventually realize such goals, i.e. in retirement. This process is unique to each individual and can be achieved through a combination of different approaches, including long-term investments, the design of a retirement income plan, and protection of your legacy through insurance-based solutions, among others. Even still, I know firsthand how life rarely follows the path we expect. It’s up to us to partner together to create a particular plan for you, and make any necessary adjustments throughout the roller coaster of life.

I hold a bachelor’s degree from Rockhurst University. I have a diverse financial services and accounting background, and I have a passion for helping younger generations understand and appreciate investing. My husband Gustavo and I live in Kansas City with our two dogs Archie and Apollo. You can typically find me outside as much as possible, most often at the dog park, in my garden, on a lake or river, or traveling. Places I have visited that are most dear to my heart include Ireland and my husband’s country of birth, Brazil.

As a Client Associate, my primary objective is to deliver the highest level of customer service. I am dedicated to providing support to our clients and assisting our Financial Advisors with daily business operations. I possess a strong desire to learn and achieve goals within the financial services industry, coupled with a passion for personal development.

I graduated from Northwest Missouri State University and have spent the last 6.5 years at RTS Financial, where I have developed a diverse background in financial services. Most recently, I served as a team leader in my role as an Onboarding Specialist Supervisor. My husband Tim and I live in Kansas City with our dog Leni and our cats Jinx and Keke. When not at work, I spend my free time with Tim, friends, and family. I also enjoy cooking new recipes, especially Italian dishes from our family cookbook, and traveling anywhere with a beach.