Tudas Team

Tudas Team

Jeffrey Tudas, CFP®, MBA

Partner

Is this whole money thing just plain overwhelming for you?

It can be confusing. And as a result, too many people rely on commercials and magazines to guide their investment philosophy. The results are often not pretty.

So, when I became an advisor, I vowed to spare my clients from the misinformation and manipulation that so many have to deal with.

And this is how…

It starts with clarity. And not just about the money. It’s what the money means to you. Our financial decisions affect and are affected by so many other aspects of our lives. It can be hard to know where to start.

That’s where I come in. I can help you get clear about what matters in your life, so the path we set for you is fully aligned with who you are and what you stand for. It happens to be a passion of mine, because it is also part of my journey.

It began with my love for problem solving, a skill that was enhanced by gaining my BSc in Chemical Engineering at Purdue University back in 1979. The human element was missing, however.

Looking for more human connection, I then went into technical sales at Nalco Chemical. I worked my way up through the company, but something just wasn’t right. The apparent pressure to sell rather than impact peoples’ lives weighed heavily on me. I felt like a fish out of water.

Inspired as I am by people who take a risk and venture out on their own with a vision and passion, I took a leap of my own. In 2000 I got my MBA from Rockhurst University and then, through self-study, I became a Certified Financial Planner in 2003. This set the stage for a new and deeply fulfilling path.

I have never looked back since. It’s the best decision I ever made (apart from marrying my wonderful wife, MaryBeth).

I get to positively impact people’s lives every single day, and that is extremely satisfying. MaryBeth and our four grown children (Jessica, Blair, Ryan and Sean) are certainly happy about that too because I am a lot more fun to be around.

And along with this I get to live a philanthropic passion of mine – helping active duty military personnel, veterans and their families. I deeply respect those who fight for our freedom. I got this passion from my dad who served on the front lines in WWII and who inspired me with his stories. And I’m so proud of Ryan who has carried that inspiration forward by serving as a Captain in the United States Marine Corps as a UH-1Y Helicopter pilot.

 

Fun facts:

I love fly-fishing (got that from my dad)

I admire Ronald Reagan more than anyone can imagine

Tennis is my favorite sport

I jumped out of a plane…….once

Kolbe 9714 (which a makes me a bit of geek)

Myers Briggs ISTJ

I love a good challenge

I am obsessed with military history

I am fascinated with how our country was formed with great sacrifice and amazed at the intelligence of the framers of our Constitution

Grant Montgomery

Advisor

Grant’s passion is to add financial value to family goals. He works with executives, professionals, business owners, military service members, and military veterans, helping them achieve their goals. As a team, Grant and Jeff Tudas work together to provide clients with financial planning advice that is personalized, comprehensive, and objective.

Grant is a 20-year United States Army Veteran where he served as an officer in the Field Artillery branch. He earned numerous awards including the Bronze Star Medal, the Defense Meritorious Service Medal, the Meritorious Service Medal, and the Afghanistan and Iraq Campaign Medals. He continues to live by the Army Values of Loyalty, Duty, Respect, Selfless Service, Honor, Integrity, and Personal Courage. He maintains his support to veterans and the military community as a member of local area veteran service organizations, such as the Association of the U.S. Army, Military Officers Association of America, and more.

Grant graduated from The University of Tennessee at Martin with a bachelor of science degree in computer science. He also holds a master of science degree in project management from University of Maryland University College. He is an Investment Advisor Representative of Commonwealth Financial Network® and holds FINRA Series 6, 7, 63, and 65 securities registrations.

He and his wife, Christina, reside in Blue Springs with their three children, Cassidy, Allison, and Jackson. During his free time, Grant enjoys spending time with his family and turning wrenches on cars. He has always believed in Dwight D. Eisenhower’s quote, “The qualities of a great man are vision, integrity, courage, understanding, the power of articulation, and profundity of character.”

 

Aubree Priest

Director of Wellness

Aubree joined Infinitas two years ago and quickly took on the role of “Director of Wellness” in making sure that “everyone is taken care of.”  Two days a week, Aubree keeps all drink and snacks stocked, maintains the conference rooms so they are well kept and professional looking, distributes the mail and helps prep for client meetings.  She also helped kick off the well famous “Smoothie Day” for her coworkers. 

Aubree’s family members are the most important people in her life, and she enjoys watching two of her favorite sports teams with them, Kansas City Chiefs and Royals.  She is currently in a weekly bowling league.  Aubree also participates in Special Olympics each year in bowling and bocce.

Chelsea Gilmore

Office Coordinator

Chelsea Gilmore is the Office Coordinator for Infinitas. She ensures that the front office operations run smoothly and support other business activities as needed. She communicates with clients and guests face-to-face and over the phone with a warm greeting and friendly hello. 

Chelsea is currently pursuing her Bachelor of Science in Digital Marketing and expected to graduate in early 2021. She is a highly driven business professional with a background in customer relations and eCommerce management. Her prime objective has been to deliver memorable work that meets business needs; through dedication, passion, experience, strategy and striving to embody servant leadership. She is a Kansas City native – born and raised!