We Plan – We Implement – We Care
we believe that we are advocates for our clients
We are committed to maintaining high standards of integrity and professionalism in our relationship with you, our client. We endeavor to know and understand your financial situation and provide you with only high quality information, services, and products to help you reach your goals.
300+
Business Days
4.7M
Funds Granted
280+
Clients Helped
We Plan – We Implement – We Care
Peak Performance Planning
While helping you customize your financial program, we will walk you through a step-by-step process that can help you make confident decisions.
we plan
We have the experience and integrity to design a custom, comprehensive roadmap for every client that guides and assists in making smart financial decisions.
we implement
We take the time to fully integrate the solutions we recommend and actively manage our clients’ financial lives. We become the catalyst for getting things done.
we care
We don’t just talk about caring for our clients and their families, we prove it every day through our actions and our desire to go above and beyond for the needs of our clients.
Passionate – Dedicated – Professional
Meet Our Team of Experts
Tim Alvarado, RICP®
Director of Financial Planning / Financial Advisor
Kevin Kemmerer, CLU®, RICP®
Director of Operations / Financial Advisor
Kevin E. Kemmerer, Chartered Life Underwriter, (CLU), was born and raised in Lexington, Missouri. Kevin graduated from Northwest Missouri State University in 1977 with a Bachelors of Science Degree in Psychology and a minor in Coaching and Driver Education. After three years as a High School Teacher, Coach, and Athletic Director, he entered the Financial Services industry in 1981. In addition to maintaining his own practice, Kevin has been involved in the recruiting, training, and development of new Advisors for over 35 years. Kevin earned his Chartered Life Underwriter, (CLU) designation in 2003 and has an extensive background working with insurance products, investments, education funding and retirement planning. Kevin has worked for several Financial Services Companies during his career including AXA/Equitable, John Hancock, New York Life, and Mass Mutual and joined Summit Pointe Financial Group as an Associate General Agent in June of 2010. Through the years, Kevin has earned numerous Company and industry awards for both personal production and management. He is a member of the National Association of Insurance and Financial Advisors, (NAIFA), General Agency Management Association, (GAMA), and holds 6 Financial Industry Regulatory Authority, (FINRA) registrations.
Kevin is an avid sports fan and supporter of the Kansas City Royals and Chiefs, Missouri Tigers, and especially his Alma Mater, Northwest Missouri State Bearcats. He and his wife, Susan, reside in Overland Park, Kansas and have four grown daughters, Laura, Beth, Katie, and Keri, as well as four grandchildren, Alex, Morgan, Ava, and Addie. He is a member of the Northwest Missouri State University Alumni Association, a member of the Delta Nu chapter of Tau Kappa Epsilon Alumni Association, Northwest Networks Business Networking organization and a member of the Unity Church of Overland Park.
James Cook, RICP®
Financial
Advisor
James Cook, RICP®
Financial Advisor
James Cook joined Summit Pointe in August 2018 as a Financial Advisor. James is a big Dave Ramsey fan and completed Dave Ramsey’s Financial Coach Master Training back in March of 2018. He is also a Dave Ramsey SmartVestor Pro*.
James’ accomplishments include his time as a volunteer youth group leader, which was for the same group of boys from their 7th grade year through their 12th, his 8 years of management experience in a growing company, but his greatest accomplishment was getting a California girl to move to Kansas to marry him. He and his wife, Hiliary, have been married for 5 years and attend Grace Evangelical Presbyterian Church. They are active members and enjoy volunteering in the nursery. They have one pup named Charlie.
James is a native of Lawrence. As such, one of James’ favorite pastimes include watching KU basketball and football. He also enjoys an active lifestyle which includes playing most sports. Some of his other interests include spending time with family and friends, cooking, reading in a coffee shop, and writing.
*Dave Ramsey’s SmartVestor Pro is a directory of investment professionals. Working with a SmartVestor Pro does not guarantee investment success, and no assurance can be made that working with a SmartVestor Pro will produce better results than working with a financial professional not affiliated with the program. Neither Dave Ramsey nor SmartVestor are affiliates of The O.N. Equity Sales Company or O.N. Investment Management Company.
Mark Gash, CFP®, AIF®, J.D.
Associate General Agent / Financial Advisor
Mark Gash, CFP®, AIF®, J.D.
Associate General Agent / Financial Advisor
Mark Gash holds Bachelor’s Degrees in Economics and Political Science and a Juris Doctorate from the University of Missouri. After practicing law for several years, Mark entered the financial services profession in 1992. Mark is a Certified Financial Planner and Accredited Investment Fiduciary. As part of the Summit Pointe Financial Group team, Mark provides financial planning and services to individuals and businesses and is also the Associate General Agent for the firm, Mark and his wife, Mary, who reside in Olathe, Kansas, have two children, Ian and Quinn. Mark serves as an Emeritus Member and past Chairperson of the Advisory Board to the Good Samaritan Communities of Olathe. Mark and Mary have handicapped siblings and Mark volunteers his time with the City of Olathe as Chairperson of the City’s Persons with Disabilities Advisory Board. For that service, Mark was awarded the first ever Olathe Mayor’s Cathedral Builder Award in 2009 for excellence in community service. In 2015, Mark was also recognized for his community service by the Kansas City Royals, who honored that service with a Buck O’Neil Legacy Seat award. Additionally, Mark is a member of the Board of Evergreen Living Innovations and is a member of the Olathe Noon Rotary Club.
Chris Heckadon, CLU®, RICP®
Managing
Partner
Chris Heckadon, CLU®, RICP®
Managing Partner
Chris is the founder and Managing Partner of Summit Pointe Financial Group, Partner of Summit Pointe Advanced Planning & Tax, and Partner of Midwest Medicare and Benefits. Whether on the front lines of working with business owners or advocating for those who have little or no voice in financial decisions, Chris prides himself on seeing the firm’s clients reach financial success. He feels his greatest asset is the team he’s built around him who work together to create customized plans for his clients.
With over 26 years of industry experience, Chris specializes in the areas of reducing taxes in retirement, through the Strategic Movement Around Retirement Taxation (SMART) Strategies, financial planning, asset management, and customized executive benefits programs. He earned his Chartered Life Underwriter (CLU®) designation in March of 2004, Retirement Income Certified Professional (RICP®) in 2023 and is pursuing his Chartered Financial Consultant (ChFC®) and Certified Financial Planner (CFP®) designations.
Chris was born in San Diego and raised in Kansas City. He graduated from Central Missouri State University (CMSU), was a 2-year Co-Captain for the Mules wrestling team, and a two-time NCAA National Qualifier.
As the 2001 World FIAS Sombo Champion, Chris understands the importance of dedication, motivation, and discipline. He is proud to see the same traits in his three children. His oldest daughter played soccer at Northwest Missouri State University, his son plays Academy soccer for Sporting BV Academy and for Lee’s Summit West Highschool, and his youngest daughter swims competitively for Empire Swim Club. Chris enjoys playing golf and is a member of Loch Lloyd Country Club and The Club at Porto Cima.
Kevin Kemmerer, CLU®, RICP®
Director of Operations / Financial Advisor
Kevin Kemmerer, CLU®, RICP®
Director of Operations / Financial Advisor
Kevin E. Kemmerer, Chartered Life Underwriter, (CLU), was born and raised in Lexington, Missouri. Kevin graduated from Northwest Missouri State University in 1977 with a Bachelors of Science Degree in Psychology and a minor in Coaching and Driver Education. After three years as a High School Teacher, Coach, and Athletic Director, he entered the Financial Services industry in 1981. In addition to maintaining his own practice, Kevin has been involved in the recruiting, training, and development of new Advisors for over 35 years. Kevin earned his Chartered Life Underwriter, (CLU) designation in 2003 and has an extensive background working with insurance products, investments, education funding and retirement planning. Kevin has worked for several Financial Services Companies during his career including AXA/Equitable, John Hancock, New York Life, and Mass Mutual and joined Summit Pointe Financial Group as an Associate General Agent in June of 2010. Through the years, Kevin has earned numerous Company and industry awards for both personal production and management. He is a member of the National Association of Insurance and Financial Advisors, (NAIFA), General Agency Management Association, (GAMA), and holds 6 Financial Industry Regulatory Authority, (FINRA) registrations.
Kevin is an avid sports fan and supporter of the Kansas City Royals and Chiefs, Missouri Tigers, and especially his Alma Mater, Northwest Missouri State Bearcats. He and his wife, Susan, reside in Overland Park, Kansas and have four grown daughters, Laura, Beth, Katie, and Keri, as well as four grandchildren, Alex, Morgan, Ava, and Addie. He is a member of the Northwest Missouri State University Alumni Association, a member of the Delta Nu chapter of Tau Kappa Epsilon Alumni Association, Northwest Networks Business Networking organization and a member of the Unity Church of Overland Park.
Wendall Kennedy, CLU®
Financial Advisor
Wendall Kennedy, CLU®
Financial Advisor
Wendall is an independent investment, retirement, financial and estate planner with Summit Pointe Financial..
Wendall started his career 1/1991 in the financial and insurance industry. Wendall has helped individuals, families and business develop and implement financial and insurance plans to achieve their personal and business goals and objectives.
Wendall is currently an Investment Advisor Representative with Summit Pointe Financial. He currently holds his Series 7, 65 and 63 licenses. Wendall spent 10 years with John Hancock as a registered representative and financial advisor and 12 years with Transamerica who he left in 2016 after they were acquired by Signator Investors. Early in his career, he spent 5 years at the Trust Department at a local bank doing accounting for qualified retirement plans for both small and large businesses.
Wendall graduated from Kansas State University in 1986 with a Bachelors of Science in Business Administration with a focus on finance. Wendall continues to enhance his education having earned his CLU® desingation and working to complete the required courses for the ChFC® designation.
Wendall has been happily married to his beautiful bride, Marci since 1990. Wendall and Marci have three sons, their oldest son works in construction, middle son graduated from Emporia with three art degrees and works at a local glass blowing company in KC their youngest graduated from Kansas State in 2022 with a degree in Geology. All three boys are Eagle Scouts, something Wendall and Marci are very proud of.
In his spare time, Wendall enjoys spending time with his family. Wendall is a huge fan of the outdoors, most weekends you will find him fishing or hunting.
We Plan – We Implement – We Care
achieve your goals with purpose & strategy
We promote the highest ethical standards when making recommendations. We believe that we are advocates for our clients and cannot leave their future to chance; but rather that we guide them to the successful attainment of their goals by utilizing our dynamic planning process.
I was using another financial company for over 30 years and then Kevin Kemmerer contacted me to due to financial review of my assets and I was blown away with his recommendations. I then switch a good portion of my assets to invest and his companies returns were outstanding and I wish I had invested 100% with Summit Pointe. I will continue to give them money to invest for me. One of the best decisions I have made in my financial planning history.
Anthony D. – May 20, 2021
