Special Needs Planning Team

Special Needs Planning Team

Randy Johnson, CLU®, ChFC®, ChSNC™


As an Investment Adviser Representative with more than 15 years of experience, Randy has demonstrated the ability to help his clients grow and protect their hard-earned assets. He is driven by a passion for working with individuals and their families to identify their financial goals and then help them develop a written financial plan to achieve them that is clear, concise, and easy to implement and understand. Randy always aims to educate his clients so they are well informed about how to grow, protect, and distribute their wealth, and he meets with each client at least once a year to ensure that an existing financial plan is adjusted appropriately to any changes in the client’s or family’s life circumstances.

Randy received his undergraduate degree in business administration, with an emphasis in finance, from the University of Kansas. He then went on to obtain his MBA from Rockhurst University. He holds the Chartered Financial Consultant® (ChFC®), Chartered Life Underwriter® (CLU®), and Chartered Special Needs Consultant (ChSNC™) designations.

Randy lives in Overland Park with his wife, Mindy; son, Brayden; and daughter, Grace. 

Leigh Ann Morales

Director of Operations

Leigh Ann joined Randy's team in April 2013 and currently holds the role of client relationship coordinator. Leigh Ann is often the initial point of contact for clients calling into the office and assists in helping clients with incoming/outgoing money requests, ongoing account maintenance, new account forms, and client review preparation. 

Leigh Ann graduated from the University of Kansas with a bachelor’s degree in business administration. In 2009, she began her career as a financial advisor at New England Financial Group. She enjoys working with other loyal, driven, and successful professionals who share her passion for helping clients build and sustain peace of mind for any and all financial decisions. She holds her Life & Health insurance license, along with FINRA Series 6, 7, 63, and 65 securities registrations. She is also currently studying to earn her CFP®.

Leigh Ann enjoys spending time with her friends and family more than anything. Most of her family lives in Texas, and she loves having the ability to visit them all throughout the year.