WICHITA - Key Persons
Becky is a Client Relations Manager. She has over 20 years of experience in the financial and retirement services industry. As Client Relations Manager, she coordinates all client consultations with our financial advisors in addition to handling client inquiries and service requests. She is licensed in both life and health insurance. Becky specializes in asset care protection which provides benefits for long-term care and home health care expenses.
In 1976, Becky obtained her Bachelor of Science Degree in Education from Pittsburg State University. After teaching first grade for nearly two decades, she changed paths and decided to pursue a career in the financial services industry. Becky's teaching qualities of patience, including intent listening and empathy, help make our clients feel right at home. Managing all aspects of service for our clients, you can rest assured Becky will guide and support you every step of the way.
Job Titles:
- Financial Advisor
- Investment Adviser
Jon is an Investment Adviser Representative with Voya Financial Advisors, and has a Chartered Retirement Planning Counselor® designation. He has been in the financial and retirement services industry for over a decade.
Jon works with large employer groups and is a Voya campus representative for large state retirement plans. In addition, he works with Kansas community colleges and school district employer-sponsored retirement plans.
Jon strives to deliver independent and objective advice to every one of his clients. The firm's overall mission is to minimize risk, maximize return and maintain your resources, at all times. Jon uses his knowledge and experience to design and implement financial and retirement income plans for clients.
In 2016, Jon obtained his Bachelor of Science in Business from the University of Phoenix. Before that, he received his Associate Degree in Business from Cowley County Community College. His academic achievements contributed to his membership in the Delta Mu Delta International Honor Society in Business.
Outside of work, Jon enjoys spending time with his family and serving the Lord in ministry as an ordained minister. He is also a licensed Display Fireworks Operator in the State of Kansas.
Job Titles:
- Financial Advisor
- Investment Adviser
Steve is an Investment Adviser Representative with Voya Financial Advisors, and has a Chartered Financial Consultant® designation. He has over 41 years of experience in the financial and retirement services industry. Since 1977, he has worked extensively with large employer groups in both public and private industries. Just like the medical professional, Steve believes every client should have a thorough financial examination and diagnosis before he recommends any plan or solutions.
The Cross family strives to deliver independent and objective advice to every one of their clients. The firm's overall mission is to minimize risk, maximize return and maintain your resources, at all times.
During his early educational years, Steve lived in Washington and California before relocating to Kansas and receiving his bachelor's degree in accounting from Pittsburgh State University. Before that, he obtained his associate's degree in business administration. He has been a Million Dollar Round Table (MDRT)* member for 35 years. When he's not meeting with clients, Steve hosts seminars and workshops. His formula for financial success: "Save as soon as you can. Save as much as you can. And save as long as you can."
Steve, Jr. is an Investment Adviser Representative with Voya Financial Advisors. He has over 15 years of experience in the financial and retirement services industry. Since 2007, he has worked as a Retirement Specialist extensively with large tax-exempt employer plans.