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Mark Falter has been in the Financial Services industry for over 30 years, beginning in 1984.
He has worked with seniors for most of his career, and he is aware of the challenges facing retirees today. Mark has built one of Kansas City’s premier financial management firms, which specializes in helping retirees and pre-retirees build and preserve their wealth through asset management, tax strategies, and estate planning. Believing strongly in the principle of “doing unto others as you would have them do unto you,” he attributes the majority of his success to simply making decisions that are in the best interest of his clients.
Mark is a well established speaker, has been featured on Fox Business channel, and every weekend you can hear Mark on his Radio Show from 9am to 10am Sunday Mornings on 980 KMBZ.
Mark is dedicated to educating the community with his workshops on topics relating to conservative alternatives.
Mark resides in Weston, MO with his wife Amy and three children, Ashley , Caleb and Joshua.
Phil Anderson is an experienced estate planning attorney and also acts as General Counsel for Mid-American Tax Advisory Group Inc.
Phil is originally from a small town near Wichita, Kansas and received his undergraduate degree in Secondary Education from Kansas State University. Phil then attended the University of Kansas School of Law where he served as Articles Editor for the Kansas Law Review, as well as a teaching assistant for Appellate Advocacy and Trial Advocacy courses. Following his graduation from law school in 1997, Phil practiced with two of the largest law firms in the Midwest, both in Kansas City and Washington, D.C. Phil has also served as General Counsel for an international litigation consulting firm, practiced law as a solo attorney, and, most recently, was an estate planning attorney for Creative Planning Legal, P.A. in Leawood, Kansas.
When he isn’t busy practicing law, Phil enjoys spending time with friends and family, especially his 13-year-old daughter, Emma. Phil is a musician and is passionate about playing and building guitars.
Phil looks forward to helping you and your family with any estate planning issues that you may have with the goal of ensuring that your hard-earned money is protected and will ultimately be distributed to only those that you choose to honor with a bequest in your will or trust documents.
Amy is Mark's wife and she works in marketing and customer relations.
She has been working full time with the company since 2013 and part time from 2002-2012.
Amy loves spending time with Mark at the office and spending time with their children, Ashley and her husband , Kyle, and she and Mark's two sons, Caleb and Joshua. She enjoys good movies and quiet evenings at home.
She looks forward to talking with you and welcoming you in our very comfortable office.
Arlene has been with the company since February 2013. She previously had almost 37 years with AT&T working in various departments. The most recent was in the Asset Management department working with law enforcement agencies and held a top secret security clearance with the FBI for fifteen years. She has two grown sons and resides in Parkville, MO.
Caleb is Marks son and the associate adviser to Mark. Caleb has been on the Mid American Tax Advisory team since June of 2016. Before working for Mark, Caleb had been living and working down in Broken Arrow Oklahoma, for Melia Advisory Group. He moved back up to Missouri to continue his work under Mark and follow in his footsteps. Caleb will help you with any customer service issues you need and looks forward to meeting and getting to know you all he can.
Joshua is Marks son along with Caleb. Joshua came onto the Mid American Tax Advisory team back in February of 2016. Joshua is an up and coming adviser in the learning and is hoping to get as much experience as he can so he may also follow in Marks footsteps. Joshua is currently attending the Missouri Western school of Business and majoring in business with a minor in finance. Joshua will greet you with a smile and is eager to meet and welcome anyone who comes by.
Darlene is our Office Manager. She has spent 11 years working for a major Kansas City Banking Institution and her educational focus is Business and Finance. She is a stickler for detail and her husband says she is a perfectionist, but she just reminds him that it’s what makes her great at her job. Her three children and husband are the love of her life, along with her new grandchild. Most of her personal time is wrapped up in being Mommy. Her favorite movie is Last of the Mohicans, and her perfect weekend involves hot tea and a fantastic book. Her hero is Tom Selleck and she has a little puppy named Sadie. She looks forward to getting to know you and assisting you in any way she can to help you feel like a part of the Mid-American family.
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