National HeadquartersNational HeadquartersAmarillo, TXEvansville, INIndianapolis, INKansas City, MOLa Grange, TXOverland Park, KS 844-782-7526 (806) 467-8822 (812) 454-5689 (317) 496-0111 (816) 492-3322 (979) 968-2700 (913) 298-0606

Jon Gatz

Pension Specialist

Office Phone: (913) 298-0606
Cell: (417) 529-7529
Fax: (913) 298-2355
[email protected]


Jon graduated from Westminster College in Fulton, MO in 2004 with a degree in business and finance and was a member of the Westminster College baseball team. He started his career in financial services with The Hartford in 2005.

Jon is in the Overland Park, KS office and focuses on comprehensive financial planning and investment management. Jon strongly believes that providing quality advice about a client’s finances requires a comprehensive approach.

Born and raised in Joplin, MO, he now resides in Overland Park, KS with his wife, Felicia, and their two children Bennett and Lila. Jon enjoys spending time with his family, attending KC sporting events, and playing most sports. 


Investment Advisory Representative