BMG Advisors | Plan Your Story

Welcome to BMG, Brett! We’re excited to welcome Brett Wacha, CFP? to BMG Advisors as our newest Senior Wealth Advisor! With over five years at Edward Jones and a background spanning education, entrepreneurship, and financial planning, Brett brings a unique blend of strategic thinking, problem-solving, and a people-first approach to wealth management. After founding and exiting a digital marketing and software development company, he turned his passion for financial independence into a career, earning his CFP? designation and helping clients navigate their financial journeys. Brett, we’re thrilled to have you on the team and look forward to the impact you’ll make! Join us in giving him a warm BMG welcome and learn more about him here: https://lnkd.in/gf_Yvzjx. ?? #WelcomeToTheTeam #BMGAdvisors #FinancialPlanning #PlanYourStory #NewTeammate

?? Listen, humans, we need to talk about financial planning. ???? I may handle the cuddles, but my family takes care of the big stuff—like making sure I always have vet visits, healthy meals, and plenty of treats in the budget. Planning for pet families isn’t just a good idea… it’s the ultimate act of love. ???? So while I focus on being the best snuggle buddy, my humans work with BMG to make sure I’m covered. #BMGPetPerspective #PlanYourStory #FinancialPlanningForPetFamilies

??? Happy Holidays from BMG Advisors! ??? Our very own Tricia Schaefer and Kyle Hammel brought some extra holiday cheer to the office, and we couldn’t resist sharing the joy with you. We hope this fun clip brings a smile to your day, just like it did for our team! From all of us at BMG Advisors | Plan Your Story, we wish you a season filled with happiness, laughter, and the company of those you love. ???? #HappyHolidays #BMGAdvisors #PlanYourStory #HolidayCheer

?? Lucy’s back with some paw-sitive advice! As the year wraps up, she’s digging into her Year-End Tax Checklist. From organizing receipts (those chew toys add up!) to reviewing required minimum distributions, Lucy’s ensuring her financials are ready for a smooth tax season. ????? https://lnkd.in/ghvVgpze Take a page from Lucy’s playbook and start your checklist today—because even the best fetchers need to stay on track! #BMGPetPerspective #YearEndPlanning

?? Meet Lucy, our financial planning expert in the making! After her big move to Kansas City, Lucy took charge and set up her own budget. From treats to toys, she's balancing her KC lifestyle with responsibility, one bone at a time. ???? Catch her in action and let Lucy inspire your financial goals! https://lnkd.in/gKZx-Ksw #BMGPetPerspective #BudgetingWithBMG #LifeInKC

?? Your Security is Our Priority! ?? At BMG Advisors and LPL Financial, protecting your privacy and information is always top of mind. In honor of National Cybersecurity Awareness Month this October, we're excited to bring you a series of educational events aimed at keeping you informed and ahead of potential threats. ?? First up: SSA Scam Awareness & Fraud Protection Webinar Hosted by the Social Security Administration ?? Date: September 19th at 12:00 PM (CT) While we aren’t hosting this event, we encourage you to join and learn how to safeguard yourself against Social Security-related scams. ?? Register here: https://lnkd.in/gyVwVsYu Let’s stay one step ahead of cyber threats together! #CyberSecurity #FraudPrevention #StaySafeOnline #NationalCyberSecurityMonth

Introducing #KCTClass46 Member: Valerie Escobar - Welcome! Originally from El Salvador, I grew up in Northern Virginia before eventually settling in Kansas City in 2019. I’ve always loved helping people and found my passion as a financial planner. After 10 years with my former firm, I am thrilled to start a new chapter at BMG Advisors. I am spectacularly lucky to come from an expressive and affectionate family, which is why I believe that love makes all the difference. As such, my main drive is to make a positive impact and enjoy life to the fullest. I'm passionate about understanding people's motivations and leveraging my skills and network to enhance their lives. I firmly believe that embracing our authentic selves leads to incredible outcomes and unstoppable growth.

?? Exciting News! ?? We are thrilled to announce that Valerie Escobar, CFP?, has joined our team as a Senior Wealth Advisor! Valerie is not only experienced in her field; she's someone who genuinely cares about helping others achieve their financial dreams. Her journey from El Salvador to becoming a Certified Financial Planner is truly inspiring. Growing up with a single mom who worked tirelessly to support her family, Valerie learned the importance of financial independence and smart money management early on. This passion has driven her career, starting as a bank teller and growing into the valued, knowledgeable financial planner she is today. She's dedicated to making a real difference in people's lives, and we’re lucky to have her on our team. When she's not helping clients build their financial futures, Valerie loves spending time outdoors, traveling with her family, and caring for her animals (currently 1 dog, 2 cats, and 5 chickens). Please join us in giving Valerie a warm welcome to the BMG family! We are excited to see the positive impact she will have on our clients and our community. #TeamGoals #BMGAdvisors #PlanYourStory

?? The BMG bunch grew by one in July! We're excited to introduce McKenzie Finney, our new Administrative Assistant. A proud graduate of K State's Personal Financial Planning program, Kenzie brings valuable industry experience and is working towards her CFP? certification. She is now the welcoming face and voice of BMG Advisors. Welcome to the team, Kenzie! Get to know more about Kenzie and the rest of the BMG Advisors family here: https://lnkd.in/gf_Yvzjx

Thank you Lauren Wittig for a wonderful education session for our team at BMG Advisors | Plan Your Story today!! #mortgages are complicated and the #interestrate environment is tricky. We LOVE having the tools to help our clients make informed financial decisions. #planyourstory #financialplanning #homeownership