Alan Turner

President

     Prior to joining L.M. Kohn & Company, I worked at RBC Wealth Management for seven years. I also spent 16 years in the telecommunications industry, most recently assisting corporate clients in cost-effectively improving the communications flow in their workplace. In addition to having my Series 7 and Series 66, I am also a registered insurance agent. Additionally, I was a Captain serving in Operation Desert Storm in 1991 as a Communications Officer.


     I have resided in Overland Park, Kansas for approximately 25 years. My interests outside of work include tennis and traveling.

     Our approach integrates your objectives into a personalized plan that can be updated as life changes occur. We combine our sophisticated investment planning tools with our professional resources to help match your objectives with customized strategies.


• Understanding your financial objectives

— We begin by asking questions to understand you and your financial objectives.


• Determining smart, time-tested strategies

— Next, we qualify and quantify your financial and personal information to match your objectives with sound strategies.


• Implementing thoughtful and creative strategies

— Using these strategies, we develop customized solutions tailored to your objectives, drawing from a wide selection of products and services.


• Providing professional service and resources

— We help you review your financial picture in light of changing circumstances both personal and market-driven.

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