Four things you likely don’t know about David Dickens:

1. Has completed 2 marathons (KC and Boston).
2. Has made 2 Hole-in-one’s, both on the same hole 9 years apart.
3. His middle name is Angus! (But he maintains a no-bull philosophy re: the investment advice he gives).
4. Has only bought one brand new car – ever! (he says they are not particularly good investments).

David has over 40 years of experience in the investment business, with expertise in bonds, stocks, mutual funds, fixed annuities and various asset-backed securities.

David recognizes the importance of implementing strategies to preserve his clients’ wealth. He avoids subjecting their assets to unnecessary risk, market volatility, excessive taxes and fees.

“We see too many people come through our doors who are investing like they are still in the wealth accumulation stage of life. They are exposing their hard-earned assets to risk levels that are totally unnecessary to meet their goals,” David said. “But it takes specialized knowledge to see that mistake and then to help someone fix it. The relationship that grows from fixing these situations is very gratifying!”

David previously served as president of two brokerage firms. The fee-based investment advisory service he built from the ground up in the credit union business grew to over $1 billion in assets under advisement. David has taught numerous investment workshops, including the day-long component of CUNA’s weeklong Investment Management School. He has written numerous articles about asset and liability management techniques and other investment-related topics.

David earned the Chartered Financial Analyst designation in 1993 after years of rigorous testing on a range of investing disciplines. Additionally, he passed the Series 65 securities exam and earned a bachelor’s degree in business from the University of Missouri-Columbia.

David has been married to his wife, Linda, for over 40 years. They have three adult daughters and three terrific grandsons! He is an avid golfer and enjoys traveling with his wife and family.

Working with an advisor who is also a Chartered Financial Analyst (CFA) like David has unique advantages...find out why!

Five things you didn’t know about David Cox:

1. Proud father of four sons (Daniel, Josiah, Sam, and Caleb) and two daughters (Lydia and Grace), he has four daughters-in-law (Emilie, Mary, Bri and Andi). He also has six young grandchildren (Crosby, Willabee, Timothy, Ellen, Jonah and Francis).
2. Weekly weekend dates with his bride, Ashley, are a priority.
3. Has an intense fear of heights but still has jumped out of a perfectly good plane and gone skydiving, as well as bungee jumped off the tallest bungee jump bridge in the world in South Africa.
4. Loves to travel and has been to Kenya, Uganda, China, South Africa, and Tibet on mission trips.
5. Is a lifelong avid Royals, Chiefs, and Jayhawks fan.

Since 2007, David has helped hundreds of Kansas City families establish sophisticated yet easy-to-understand solutions for protecting and preserving wealth while minimizing tax exposure.

David focuses on retirement planning and asset preservation and has built a reputation among clients as a problem solver who provides exceptional customer service. He has over 25 years invested in providing advice to local families.

David holds both master’s and bachelor’s degrees as well as life, accident and health insurance licenses in Kansas. He passed the Series 65 securities exam to become an Investment Advisor Representative. David has been recognized five times by KC Business magazine as a “FIVE STAR Wealth Manager: Best in Client Satisfaction℠.” This distinction is only awarded to wealth managers who have scored highest in client-based research conducted by a national, independent research company. A maximum of 7 percent of financial professionals in any market area receive this prestigious award.

David and his lovely wife, Ashley, live in Overland Park. David is a loyal Chiefs, Royals and Big 12 fan. He likes to travel and to enjoy various sports and games with his family.

Alexandria started at KCFA as our Marketing and Events Coordinator, and was responsible for all of our marketing, media and event coordination. Alexandria has now transitioned into our Operations Manager role.  She recently finished her Masters in Financial Planning. She is currently in the Masters Program at Kansas State University and will finish an additional Masters in Financial Therapy this summer!

She moved from Omaha, NE to Overland Park, KS with her family in 2001 and attended Saint Thomas Aquinas High School. She graduated from Avila University in 2009 with a B.F.A in Acting. When Alexandria is not working she is probably playing fetch with her dog (a Papipoo!), Sophie. She loves to try out new recipes and bake up a storm in the kitchen.

Qualifications & Experience

Alexandria holds a Master’s degree in Organization Development from Avila University. Alexandria has worked in marketing for the past decade honing her skills in digital and print advertising. Prior to joining the KC Financial Advisors team Alexandria worked with several, large Kansas City non-profits, writing/securing grants and developing cutting edge marketing strategies.

Five Things You Probably Don’t Know About Alexandria:

1. Graduated Magna Cum Laude in her undergrad and graduate degree.
2. Has one older sister named Josephine.
3. Has never driven anything other than a Jeep!
4. With her undergrad in theatre, Alexandria has performed in over 40 productions.
5. Her favorite vacation was traveling all over Italy and eating the BEST gelato in the world.

Bennie Lewis IV is the new Administrative and Operations Associate here at KCFA and is a proud Kansas City Native. He went to school at Colorado College and graduated with a bachelor’s degree in psychology. He is very passionate about helping people, and would like to serve as an open-minded and kind associate with KCFA. In his free time, he loves being able to spend time with family and his fiancée, Latitia. He also volunteers at KIPP academy and loves being able to give back to his former middle school.

He is currently a Master’s student at the University of Southern California, and hopes to someday obtain a doctoral degree. Bennie’s professional experiences include banking, healthcare IT administration, and retail management. Before KCFA Bennie worked at Chase bank, HCA healthcare, and Enterprise Mobility. He is still somewhat newer to financial services, but has a plethora of skills, education, and experiences that contribute to his abilities. 

Five Things You Probably Don’t Know About Bennie:

1. Served as vice president for the Beta-Omega Chapter of Kappa Sigma Fraternity
2. Choreographed and directed his own dance piece during his undergraduate education
3. Recited part of the MLK I have a dream speech from memory as a 2nd grader for a school program
4.  Previously a ranked video game player, and was ranked as high as 83rd in the world on NBA 2k.
5. Has only been out of the country once, and it was to Italy where he visited, Pisa, Venice, and Florence.