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Team Bio

For more than 30 years, the Caudill Haag Financial Consulting Group of Wells Fargo Advisors has been serving the greater Kansas City area with a single focus: helping our clients shape their financial future and achieve their goals.

We are passionate about preserving what matters most to you. Our process begins with understanding you—your values, ambitions, and concerns. Through a thoughtful discovery process, we build a clear picture of your unique financial situation.

Using this insight, we develop a personalized, goals-based investment strategy tailored to your needs. We consider every aspect of your financial life, including your current position, risk tolerance, long-term objectives, and any unique circumstances.

As trusted advisors, we take our responsibility seriously. Drawing on experience across multiple market cycles, we are committed to providing thoughtful guidance, disciplined strategies, and a high level of personal service.

Every day, we work to earn—and keep—our clients’ trust by delivering an exceptional experience and helping them move forward with confidence.

Put your future into focus today.

Working with Us

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Estate Planning Strategies

Everyone could use an estate plan. It's not about what you own – but putting you in control. Estate planning can often be fairly simple with professional help. Sometimes it’s more complex. In either case, here's helpful information to begin thinking about your plan.

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Retirement Planning

Creating a plan can help you stay focused, plan for challenges, and make choices that work for you. Find out how to create and manage your retirement plan. We'll look at your whole picture. Together, we'll prioritize your goals for the future and map out a financial course to help you achieve them.

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College Savings Plans

As a parent or grandparent, you're probably considering how to balance paying for college while planning for your retirement. Many families use some combination of savings, investments, borrowing, and financial aid (if available).

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Deliberate planning approach

  • Time — to get to know you and what matters most to you and your loved ones
  • A personalized investment plan tailored to your unique life goals
  • Scheduled reviews with you to help ensure you're on track to meet your objectives and risk tolerance
  • Holistic, big-picture advice throughout your financial journey

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What to expect

We believe your investment strategy should support and sustain your long-term financial future. Drawing on a wide range of investment choices and research, we'll help you align your strategy to your most meaningful plans and goals for your life. Think of it as a careful, deliberate planning approach that goes way beyond simply aiming for returns and hoping for success.

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Advice and guidance

We'll provide the advice and guidance you need to focus on your short- and long-term goals while navigating life's financial opportunities and turning points. Once we've helped you explore your goals, we'll create an investment plan together to help support them.

Ready to Connect? We Are.

Reach out to schedule your discovery session. We can meet online, at our office or another location convenient for you.

Caudill Haag Financial Consulting Group

7400 W. 130th Street, Suite 400
Overland Park, KS 66213
Local Phone: (913) 901-1234
hunter.caudill@wfa.com