10851 Mastin Street, Suite 950
Overland Park, KS 66210-1669
ph: 913.451.1505
fax: 913.323.3250
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Support Personnel

Jackie Schneider, RPsm, FLMI

Operations Lead

Email Address






Karee Blumhardt

Administrative Assistant to Chuck Dierks & Tim Helfer







Debbie Frecks

Planner Assistant

Debbie’s responsibilities include new business submission, customer service for investment accounts and life insurance and administrative support.






Graham Helfer

Graham Helfer joined the practice in 2014 as Client Advocate. He is responsible for compiling research for client meetings, marketing and networking, as well as optimizing and maintaining a client database.

Graham graduated from Truman State University with a BS in Exercise Science and has his health and life insurance license.