 Managing PartnerChFC®, CLU, Qualified Kingdom Advisor
Jim Mullinix is a Chartered Financial Consultant as well as a Chartered Life Underwriter. He is a Trained and Certified member of Kingdom Advisors and President of the Kansas City Branch of Kingdom Advisors.
Jim grew up in the Kansas City area, graduated from Rockhurst High School and the University of Kansas and has been in the financial services and planning profession since 1977.
He has been married to his college sweetheart, Tina, since 1977. They have three beautiful daughters, Marie, Aubree, and Kaitlin .
Jim and Tina live at Lake Quivira and are members of Hillcrest Covenant Church in Prairie Village, Kansas.
You can reach Jim at jpm@triunefp.com
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Partner, Investment Management
CFP®, Qualified Kingdom Advisor
Jeff Jaworski's practice is centered on his knowledge and 18 years experience in the areas of Personal Comprehensive Financial Planning and Asset Allocation Analysis in the development and management of client investment portfolios. Jeff also has extensive experience helping business owners develop Selective Compensation Planning for themselves and key employees, specific Family Business Planning (including Succession, Estate and Charitable) and the implementation of Retirement plans for small and medium-sized businesses. Jeff is a Certified Financial Planner practitioner (CFP®).
Jeff is originally from Omaha, NE but graduated from Rockhurst College in Kansas City with a degree in Finance & Economics. Jeff has authored several articles that have appeared in local publications and was also featured in Kansas City Magazine as one of Kansas City's Financial Planners of Distinction in 2006.
Jeff and his wife Laura reside in Overland Park, KS and have two young sons. Community involvement has always been a large part of Jeff's interests. He has offered his time and talent as a "big brother" for Big Brothers & Big Sisters of Greater Kansas City, Membership Chairman of O.E. Ellis Society, President of The Kansas City Club 1212, a Board Member of The Kansas City Club and a member of the Cure of Ars Catholic Church.
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 Partner, Retirement PlansCFP®, ChFC®, CLU, Qualified Kingdom Advisor
Geoff Huber is currently focusing his energies on the development of leading-edge, effective Corporate Retirement Plan strategies for closely-held businesses and professional services firms.
Originally from a farming community in northwestern Ohio, Geoff's family moved to Kansas City when he was a boy. He has been here ever since, with the exception of his four years of undergraduate school spent at Southern Methodist University in Dallas, TX, where he graduated with a BS degree in Economics & Finance and (more importantly) where he met his future bride, Stefani.
A strong proponent of professional education, Geoff is a Certified Financial Planner Practitioner (CFP®), a Chartered Financial Consultant (ChFC), and Accredited Estate Planner (AEP), a Certified Family Business Specialist (CFBS), and a Chartered Life Underwriter (CLU). He is a member in good standing of the Financial Planning Association, Greater Kansas City Estate Planning Society, and National Association of Estate Planners & Councils. He is also a Trained and Certified member of Kingdom Advisors.
On behalf of the firm and its clients, Geoff regularly attends due diligence meetings at leading public and private asset managers across the country, as well as tax, business, retirement, employee benefits and estate planning symposiums.
Stefani & Geoff are the proud parents of three vibrant young sons! Together, they enjoy youth and professional sports, travel and reading. In the community, Geoff is an officer at his church, the Presbyterian Church of Stanley, KS, a board member of the Sigma Chi Alumni Association of Greater Kansas City, and a meals volunteer for the Johnson County Family Lodge.
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 Partner, Financial PlanningCFP®, Qualified Kingdom Advisor
Robert A. Sparrow is responsible for personal Financial Planning, Estate Planning as well as Business Continuation and Succession Planning for the Clients of the Firm. He earned his designation as a Certified Financial Planner practitioner (CFP®) and has also earned the Certified Family Business Specialist designation from the American College in Bryn Mawr, PA. While he possesses the technical expertise and practical experience necessary to serve Clients, it's his passion and commitment to serve the changing needs of Clients over time that sets him apart.
He is a Trained and Certified member of Kingdom Advisors and a member of the Financial Planning Association. He has earned numerous awards and recognition for service to Clients through the years.
As a resident of Leawood, KS, he spends his free time with family activities. He is very involved with his sons, Jordan and Christian, particularly in the Boy Scouts of America and is an active member of Christ Community Church.
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 Chief Operating Officer
MBA
Emerson Hartzler grew up in Ohio and moved to the Kansas City area to attend the University of Kansas, where he received his undergraduate degree in Industrial Administration. While working with Collins Radio in Cedar Rapids, Iowa, he received his MBA degree from the University of Iowa. Emerson worked as a management consultant for Touche Ross (now merged with Deloitte to form Deloitte and Touche) for 16 years, the last eight as a principal of that firm. Later in his career he specialized in the health care industry, and for sixteen years was the Executive Director for Cardiovascular Consultants, the large cardiology practice associated with the St. Luke's Health Care System. He retired from that position and joined Triune in August, 2007.
Emerson and his wife Marge live in Shawnee and have two children with families of their own, four grandchildren and one great grandchild. Emerson and Marge have attended Overland Park Christian Church since 1970, and Emerson has served in many leadership roles there, including Chairman of the Board of Directors. Emerson has also served on the Board of Directors of Lakeview Village, a retirement community in Lenexa, and is currently a Board member and singer with the Kansas City Symphony Chorus.
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 Financial Advisor
Travis Saunders specializes in working with young professionals looking for detailed and intelligent long range plans for their financial future.
He is a native of Wichita, Kansas and moved to Kansas City to attend Calvary Bible College. He also holds a Master of Arts from Golden Gage Baptist Theological Seminary, a Master of Arts in Intercultural Studies from Union University, and a Masters in European Business Management from the Universite d'Orleans, France.
In San Francisco, he founded and successfully sold a small business in Mill Valley, California. While pursuing higher education in France, he provided cross cultural training to French employees for Christian Dior, France Telecom, Hitachi, Pfizer, and to the French Army.
Travis has spent time volunteering globally and is currently a club member and volunteer with All Nations, a non-profit organization providing aid to the poor and neglected. He is also a Barre member with the Kansas City Ballet.
You can reach Travis at tjs@triunefp.com
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.jpg) Financial Advisor CFP®, CFA®, MBA, Qualified Kingdom Advisor
Bob Crew has worked in the financial management and estate planning fields since 1986 with both institutional and individual clients. Following receipt of his MBA Bob spent three years as a consultant with Accenture, the largest consulting firm in the world. After his consulting experience Bob worked for five years as a Vice President and Portfolio Manager of a privately owned money management firm in Kansas City. Since 1991, Bob has been self-employed and consulted with individuals and family-owned businesses on retirement, investment, tax planning and charitable giving strategies.
In 2001 Bob formed Planned Stewardship, LLC to provide charitable gift planning services to not-for-profit organizations. Bob directs charitable gift planning programs for several non-profits who would not be able to effectively or efficiently offer such services to donors on their own. His emphasis is on educating donors about charitable giving and estate planning options which enable donors to make wise and informed decisions that maximize benefits for families, charitable organizations, and the community.
Bob is a member of the CFA Institute, Financial Planning Association, National Committee on Planned Giving, the Central Kansas Planned Giving Roundtable and is a Qualified Kingdom Advisor.
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 Financial Accounting Manager
Vicki Dimas has been with Triune since February 2005. She is originally from the Kansas City area and attended Shawnee Mission East High School and the University of Kansas .
She lives in Overland Park , Kansas with her husband, Ted and their three children, Alex, Adam and Anne Elise. The Dimas' are active members of the Greek Orthodox Church of the Annunciation.
You can reach Vicki at ved@triunefp.com.
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 Client Service Manager
Valerie Guntli is originally from St. Louis, Missouri. Valerie has been a member of the Triune Team since July of 2006 when she and her husband, Justin, moved to Independence, Missouri because Justin was accepted into UMKC Dental School. Valerie graduated from Spring Hill College, a small Jesuit school in Mobile, AL, in 2005 with a degree in Marketing. At Spring Hill College, she was an All-American Scholar Athlete as a Varsity Softball Pitcher.
Valerie and Justin enjoy playing with their two dogs, Tank & Roxie, slow-pitch softball with friends, reading and visiting family. They are members of St. Mark's Catholic Church in Independence, MO.
You can reach Valerie at vbg@triunefp.com.
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 Client Service Manager
Louise Mathis brings a life and health insurance underwriting background to Triune, as well as past experience as an assistant to a Financial Planning Firm. She has lived in the Kansas City area since graduating from Kansas State University and has been married to commercial photographer, Jim Mathis, since 1971.
Louise has been an active member of Hillcrest Covenant Church for many years as a volunteer and also on staff for several years as Director of Women Ministries. She and Jim enjoy leading Crown Financial Concepts small groups there. She also enjoys traveling, study and cooking groups, and getting together with friends.
 Client Service Manager
Sherri Aron joined Triune early in 2008 working as a para-planner and has expanded into other customer service related projects as well. She brings a background in financial services and telecommunications and had been a manager at Sprint. Sherri graduated from the University of Kansas with a degree in Computer Science and an MBA.
She and her husband, Mark, live in Overland Park and have two girls, Stephanie and Rachel. They are actively involved at Colonial Presbyterian Church. Sherri enjoys reading, theater and spending time with her family and friends.
You may reach Sherri at sla@triunefp.com.
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