Your Team

 


ROGER C. RATZLAFF, JR Managing Director, Branch ManagerROGER C. RATZLAFF, JR
Managing Director, Branch Manager
roger@wfwealth.com
Assistant (Anna Good)
anna@wfwealth.com

 

A career in investment planning began for Roger in 1988, with A.G. Edwards, a predecessor firm of Wells Fargo Advisors. In May of 2012, Roger and a small group of financial advisors set out to start their journey as WaterFront Wealth. He and his team work together to provide customized strategies for a wide range of clients.

Roger focuses on consulting high-net-worth clients, their families and their businesses. Other areas of distinction include charitable foundations, advisement on trust planning strategies and professional money management.

Outside business experience is an additional resource to Roger's investment planning. Fifteen years ago he started Portell and Ratzlaff, LLC, which develops and operates hotels.

Roger is active in his community and his church. In the past, he served as a deacon and President of the Board at Overland Park Church of Christ. He also served as Chairman of Westminster Academy pledge drive in order to build an addition to the school.

In his spare time, he appreciates time spent with friends and family on his farm, 4 C's at Wolf Creek. This year he and several other families built a baseball field on his farm for the Heritage Christian High School baseball team. The school enjoyed the first pitch thrown in April of 2014.

Roger is devoted to his career, his community and above all else, his family. Roger and his wife Ginny committed their lives to one another 27 years ago. Together, they have four children who range from age 10 to 25.

 

MIKE SHIELDS, CFP® DirectorMIKE SHIELDS, CFP®
Senior Director
mike@wfwealth.com
Assistant (Donetta Smith)
donetta@wfwealth.com

 

Mike graduated in 1998 with a Bachelors degree from the University of Missouri, Columbia. Mike has been a financial advisor for over 14 years and joined the Ratzlaff Financial Group of Wells Fargo Advisors,  in 1999. Prior to joining the Group, Mike worked as a Financial Consultant with Olde Discount Stockbrokers in Overland Park. Mike attained his CERTIFIED FINANCIAL PLANNER™ certification in 2006 to work extensively with individuals in the areas of investment planning including retirement, estate planning strategies, and educational planning needs. He assists individuals in reaching their financial goals by implementing asset allocation and portfolio diversification strategies.

*Asset allocation cannot elimate the risk of fluctuating prices and uncertain returns nor can diversification guarantee profits in a declining market.

 


CHRIS HARRINGTON, CFP®, CFA, CPA
Chief Investment Officer
chris@wfwealth.com


 

Chris Harrington has joined Waterfront Wealth as our Chief Investment Officer.  He previously worked as a Senior Portfolio Manager for Boyer & Corporon Wealth Management for six years, where he was responsible for security selection and asset allocation for over $400 million of client assets.  Before that he worked as a Financial Analysis Manager for CenturyLink and was a proprietary equity trader for E-Trade.

Chris graduated in 2001 from Princeton University with an economics degree and has a Masters in Accounting and an MBA from the University of Missouri—Kansas City (UMKC).   He resides with his wife and four children in Overland Park.  Chris won two national championships in lacrosse while at Princeton and volunteers his time to help coach local teams.  Recently Chris also mentored the winning team from UMKC in both the local and North American 2014 CFA Institute Research Challenge.

 

BRETT BANKS
Financial Advisor
brett@wfwealth.com

 

Brett  joined WaterFront Wealth in May 2015. He enjoys working closely with his clients to establish a customized, strategies-based process for each client’s unique situation.  Brett graduated from William Carey University in 1986. He earned a bachelor’s degree in Religious Education. He was a pastor for 20 years at various churches in Mississippi, Missouri and California. He then joined the Real Estate world for 8 years. He has experience in sales as well as managing an office of over 120 real-estate agents.  His career in investment planning began in 2010 with Edward Jones Investments. Brett has his Series 7 and Series 66 registrations. His philosophy is holistic investment planning, covering needs of financial goals, funding of college education, retirement and leaving a financial legacy.  Brett is married with four adult children. He and his wife Ailene have been married for 33 years. Together they are active members at their church. When Brett is not at the office, you will either find him with his family, playing sports or outdoors.

RANDY POWELL, ChFC®
Financial Advisor
randy@wfwealth.com

 

Randy Powell joined Waterfront Wealth in 2016. Randy's career as a Financial Advisor began with Edward Jones in 2007. During his time there, he earned the prestigious Chartered Financial Consultant® (ChFC®) designation, considered to be one of the highest standards of both knowledge and trust in this field, with an extensive educational program required for the financial services credential.

Randy is passionate about working with both families and small business owners to navigate through the many seasons of life. Whether it's planning for retirement, college savings for children or grandchildren, protecting the financial future of loved ones, or legacy planning, Randy has a process that helps his clients manage both their assets and risks.

Previously, Randy worked as a senior marketing advisor in the telecommunications sector and in numerous leadership roles for a nonprofit Christian Missions organization (YWAM, or Youth With A Mission) in Europe, Latin America, and Asia. 

In addition to Randy's role as a Financial Advisor, he also serves at the Kansas State Capitol as a Kansas State Representative and chairs a board for a Christian Missions organization, All Nations (allnations.us). 

A native Kansan, Randy and his wife, Lupita, have been married for 32 years, and residents of Olathe since 2000. Randy and Lupita have three adult children - Kathleen, Joseph, and Michael - who all graduated from Olathe East High School. Randy and Lupita are also investing in the next generation of leaders as active members of Navah Church in midtown Kansas City.

In addition to serving clients and his community, Randy enjoys hiking, reading, international travel, and is a self-confessed gadget geek. 

 

 

KEVIN CAMPBELL, CFP®
Director of Business Development
kevin@wfwealth.com

 

Kevin’s career started in 1983 in banking and finance with experience in both commercial and wealth management.  Since 2000, his focus has been on working with wealthy individuals, families and foundations on both investment and debt planning.  Kevin’s past experience includes 5 years as a Senior Private Banker for Wells Fargo Private Bank and prior to that almost 10 years with JP Morgan Private Bank.

In 1992, Kevin received an MBA in finance from the Simon Business School at the University of Rochester (NY) and also attained a CERTIFIED FINANCIAL PLANNER ™ certification in 2012.

His wife Lisa is a Vice President with Cerner Corporation and they have two adult children.  Kevin and Lisa live in Parkville, MO and are members of the National Golf Club of Kansas City.  Personal activities include volunteer work with several non for profit organizations, travel with family, and sports (including several years of coaching at the high school level).

 

 

ANNA GOOD Senior Account Administrator

ANNA GOOD
Senior Account Administrator
anna@wfwealth.com

 

Anna is a 2006 graduate of UMKC's Henry Bloch School of Business and Public Administration. Anna has been with Wells Fargo Advisors since 2007. Anna handles administrative duties for all clients. Anna is your first contact when it comes to non-investment related questions on your accounts.

 

 

 

 

 

 

LESLIE ALLISON
Account Adminstrator
leslie@wfwealth.com

 

Leslie joined our team in February 2016.  She has a B.S. degree from Creighton University and 34 years’ experience in the financial services industry, previously with American Century Investments and Edward Jones.  She will be one of your first contacts for non-investment related questions.