David Blickhan began his career with JC Grason as a seasonal Tax Services Professional. After his initial tax season with the company, David became a Financial Services Professional and began helping clients protect their retirement assets. Having served in various leadership roles for the company throughout the years such as Branch Manager, Director of Tax Services, and Director of Compliance, he went on to eventually become owner of the North Kansas City office and has continued building his practice from there.
From the very beginning and every day since, JC Grason has been more than just another financial services firm. As advisors for one of the nation's top financial services firms, our founders were inspired to create an environment where the client comes first and nothing less is expected from our associates than simply doing the very best for people -- it's a reflection of who we are and how we would want to be treated.
Each and every member of our team plays a crucial role in our commitment to excellence and our reputation for unparalleled client service. That's why we've brought together a team of top professionals across different disciplines, from advisors to attorneys to accountants, all supported by a tremendous staff. And yet just as important as what they do, our people are valued because of who they are. We invite you to take a moment to meet our team and get to know the people who are JC Grason.
Robert Winget is a Wealth Manager helping clients achieve their retirement goals and dreams. His passion is to get to know each of his client’s unique circumstances and develop realistic and comprehensive retirement strategies in order for them to live a comfortable and safe retirement. Having witnessed first-hand through his relatives years ago the potential devastating consequences of not having a sound plan in place, his commitment is to work with his clients to not have them live the same unfortunate circumstances. As an independent advisor, Robert has at his disposal a vast array of some of the best and unique product offerings in the industry.
Mike Wolfe is a Tax Services Professional for JC Grason of Kansas City. In this role, he brings a wealth of experience in the areas of taxation and finance. Clients appreciate his attention to detail and his understanding of the concerns and issues facing today's retirees.