Midwest Financial Group LLC

Cole Reichle is a financial advisor at Midwest Financial Group LLC with 17 years of industry experience. He holds the Series 66 designation and has been with Midwest Financial Group since 2015, also affiliated with Midwest Financial Partners since 2012. Outside of advising, Reichle owns CTrain LLC, a non-investment related tax entity, and is a self-employed independent insurance agent. Midwest Financial Group serves individuals, families, businesses, and retirement plans by offering portfolio management, financial planning, and retirement-plan services. The firm emphasizes globally diversified portfolios based on modern portfolio theory, using mutual funds and ETFs, and tailors strategies to clients’ documented risk profiles and objectives.

Mitzi Swaffar is a CFP® with 19 years of industry experience, currently serving as an advisor at Midwest Financial Group LLC since 2019. She previously worked at Client One Securities, LLC for eight years. Outside of her advisory role, she owns and operates MS Financial Resources, specializing in the sales of fixed and life insurance as well as long-term care insurance. Midwest Financial Group advises individuals, families, businesses, and retirement plans with portfolio management, financial planning, and retirement-plan services. The firm employs a modern portfolio theory approach, focusing on globally diversified portfolios primarily using mutual funds and ETFs.

Steven Reichle is a financial advisor with Midwest Financial Group LLC in Overland Park, KS, holding a Series 66 designation and 21 years of industry experience. He has worked at Midwest Financial Group since 2015 and has also been associated with Alpha Asset Management since 2004. Outside of advisory work, Reichle serves as a director of Vision Banking, is a board member of the Highland Community College Foundation, and holds the position of treasurer at Susanna Wesley United Methodist Church. Midwest Financial Group advises individuals, families, businesses, and retirement plans, offering portfolio management, financial planning, and retirement-plan services. The firm employs a globally diversified investment approach based on modern portfolio theory, utilizing mutual funds and ETFs, and tailors strategies to clients’ documented risk profiles and objectives.

Leigha Shepard is a financial advisor with Midwest Financial Group LLC in Overland Park, KS, holding Series 63 and Series 65 licenses and 27 years of industry experience. She has been with Midwest Financial Group since 2015 and also owns Midwest Financial Partners, Inc., a non-investment-related tax entity. Shepard is self-employed as an independent insurance agent, providing insurance products and services outside of investment activities. Midwest Financial Group advises individuals, families, businesses, and retirement plans with discretionary and non-discretionary portfolio management, financial planning, and retirement-plan services. The firm employs a modern portfolio theory approach, focusing on globally diversified portfolios primarily using mutual funds and ETFs, tailored to clients’ risk profiles and objectives.

Michael Meenen is a CFP® and holds a Series 65 license, with three years of industry experience. He is currently with Midwest Financial Group LLC and has prior experience at Capitol Federal Savings Bank and Fidelity State Bank & Trust. Outside of advising, he serves as the mayor of Scranton, Kansas, and works as a college football official. Midwest Financial Group advises individuals, families, businesses, and retirement plans, offering portfolio management and financial planning services. The firm employs a globally diversified investment approach based on modern portfolio theory and fundamental analysis, managing assets primarily on a discretionary basis.

Ryan Winrick is a financial advisor at Midwest Financial Group LLC in Overland Park, KS, with 21 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Guggenheim Funds Distributors, LLC and Rydex Distributors, Inc. Since 2025, he has also been self-employed as an independent insurance agent providing non-investment related insurance products. Midwest Financial Group serves individuals, families, businesses, and retirement plans, offering portfolio management, financial planning, and retirement-plan services. The firm employs a modern portfolio theory approach with globally diversified portfolios primarily consisting of mutual funds and ETFs, tailoring strategies to clients’ risk profiles and objectives.

Amanda Russell is a financial advisor with Midwest Financial Group LLC in Overland Park, KS, holding a Series 65 designation and five years of industry experience. She previously worked at Capitol Federal and Capital City Bank, accumulating over a decade of financial sector experience. In addition to her advisory role, she is an independent insurance agent providing non-investment insurance products. Midwest Financial Group advises individuals, families, businesses, and retirement plans, offering portfolio management, financial planning, and retirement-plan services. The firm employs a modern portfolio theory approach, focusing on globally diversified portfolios primarily using mutual funds and ETFs, tailored to clients’ risk profiles and objectives.

Jon Grams is a financial advisor with Midwest Financial Group LLC in Overland Park, KS, holding Series 63 and Series 65 licenses and 32 years of industry experience. He has worked at Midwest Financial Group since 2016 and previously held roles at VSR Advisory Services, Jon Grams And Associates, and VSR Financial Services. Outside of advising, he serves as a volunteer mentor coordinator for the Johnson County Veteran's Treatment Court. Midwest Financial Group advises individuals, families, businesses, and retirement plans, providing portfolio management, financial planning, and retirement-plan services. The firm employs a modern portfolio theory approach with globally diversified portfolios primarily using mutual funds and ETFs, tailoring strategies to clients’ risk profiles and objectives.

Heather Sullivan is a Certified Financial Planner® (CFP®) with 11 years of industry experience, currently serving at Midwest Financial Group LLC since 2015. She is also the owner of Mindful Wealth, LLC, a non-investment related tax entity, and works as an independent insurance agent providing insurance products. Midwest Financial Group advises individuals, families, businesses, and retirement plans, offering portfolio management and financial planning services. The firm employs a modern portfolio theory-based investment approach with globally diversified portfolios tailored to clients’ risk profiles and objectives.

Nathan Mikoleit is a financial advisor with Midwest Financial Group LLC in Overland Park, KS, holding Series 63 and Series 65 licenses and six years of industry experience. He has held roles at Midwest Financial Group since 2021 and has prior experience with Gradient Advisors LLC, Security Benefit, and Washburn University. Outside of advising, Mikoleit is involved in several business ventures, including serving as Managing Member and President of Mikoleit Agency, LLC, and owning businesses in marketing, automobile accessories, and the restaurant industry. Midwest Financial Group serves individuals, families, businesses, and retirement plans by providing discretionary and non-discretionary portfolio management, financial planning, and retirement-plan services. The firm employs a modern portfolio theory-based investment approach with globally diversified portfolios primarily using mutual funds and ETFs, tailoring strategies to clients' risk profiles and objectives.

Richard Ryan is a CFP® and ChFC® with 45 years of industry experience. He has been with Midwest Financial Group LLC since 2015 and previously worked at Alpha Asset Management from 2004 to 2019. Outside of his advisory role, he serves as treasurer and finance committee member of the Kansas Masonic Foundation, a charitable organization, and works as an independent insurance agent providing non-investment insurance products. Midwest Financial Group advises individuals, families, businesses, and retirement plans with portfolio management, financial planning, and retirement-plan services. The firm employs a modern portfolio theory approach, focusing on globally diversified portfolios primarily through mutual funds and ETFs, tailoring strategies to clients’ risk profiles and objectives.

Allen Joy is a financial advisor with Midwest Financial Group LLC in Overland Park, KS, holding Series 63 and Series 65 licenses and having 14 years of industry experience. He has worked at Midwest Financial Group since 2016 and previously operated Joy & Company from 1990 to 2023. Outside of advising, he is also licensed as an insurance agent involved in the sales of fixed insurance and annuities. Midwest Financial Group serves individuals, families, businesses, and retirement plans, offering portfolio management, financial planning, and retirement-plan services. The firm employs a modern portfolio theory approach with globally diversified portfolios primarily using mutual funds and ETFs, tailoring strategies to clients’ risk profiles and investment objectives.