BOB CREW, CFP®, CFA, CKA, FCEP

VICE PRESIDENT
  316.250.3300
  • Kansas University, MBA, 1983

  • MidAmerica Nazarene University, B.A., 1981

Memberships & Associations

  • Kingdom Advisors
  • Financial Planning Association
  • Fellow in Charitable Estate Planning, Charitable Estate Planning Institute

BOB CREW, CFP®, CFA, CKA, FCEP
VICE PRESIDENT

  316.250.3300

Bob began his career as a consultant with Accenture, the largest consulting firm in the world.  After his consulting experience, Bob was Vice President and Portfolio Manager of a privately-owned money management firm in Kansas City for five years.

Since 1991, Bob has consulted with individuals and family-owned businesses on retirement, investment, tax planning and charitable giving strategies. Bob’s focus turned to charitable planning in 2001 and he emphasizes education to individuals regarding charitable giving and estate planning options which enable them to make wise and informed decisions to maximize benefits for families, charitable organizations, and the community.   His clientele has included hospitals, retirement communities, civic organizations, local churches and denominational foundations.

Bob lives in Kansas City with his wife Sharon.  He has two grown and married daughters with two wonderful grandchildren.