Alan (Al) M. Rickert has one goal in mind as he works with his clients: helping them to fully embrace a work optional lifestyle. “Many of our clients come to realize that it is possible to align their financial dreams with their personal passions!

I want to be viewed by my clients’ as their personal Chief Financial Officer with the primary objective of coordinating their financial lives while they are thoroughly enjoying life. I am motivated to earn their confidence each and every day.”

Al is a graduate of the University of Nebraska-Omaha and began his financial services career in 1992 after spending four years as a professional golfer. Since receiving his CERTIFIED FINANCIAL PLANNER™ certification in 1997, Al has been committed to providing comprehensive planning and investment management to successful medical specialists, business owners and executives.

Al has spoken publicly on numerous occasions regarding IRA distribution planning, charitable planning techniques, alternative investment strategies, Modern Portfolio Theory and Behavioral Finance. In 2009, Al hosted a financial focused radio show on News Radio KMBZ in Kansas City called “WINning With Al Rickert”.

As a representative with Centerpoint Advisory Group, Al has access to numerous well known money managers and a flexible, independent financial management platform which enables him to create dynamic and customized portfolios for his clients.

Al is joyously married to Lori since 1995, and they cherish each and every day with their children. Daughter Jamie is a graduate of Colorado State University, an RN in Madison Wisconsin and married to Jacob Crull. Son Jake is pursuing a Masters Degree in the Geology at Kansas State University and at the age of 15 achieved the honor of Eagle Scout!

Interests outside of providing financial guidance for his clients and family include: friends, golf, sports of any kind, fine red wine and just being outdoors.

William (Bill) Padek earned his Bachelor of Science degree in Political Science from Oklahoma State University in 1978. He received his MS in Economics in 1981. Bill began his career in the financial service industry with Rotan Mosle in 1983. He worked for Unit Drilling as a Marketing Representative in 1984. He then joined PainWebber/Geodyne as the National Assistant Marketing Director of Oil and Gas and Income Programs. In 1990, he joined PainWebber’s Managed Accounts division as a Divisional Marketing Consultant, training the PainWebber salesforce on the use of private money managers for retail clients. During this time, Bill completed the CIMA® Certification through the Wharton School of Economics. In 1992, Bill joined MFS Asset Management as a Regional Vice President, servicing the investment broker community. His product line included annuities, 401(k) plans, mutual funds, and Separately Managed Accounts. In 2002, Bill was a cofounder of American Financial Management, a comprehensive Wealth Management Firm. Bill provides comprehensive planning services to individual and qualified retirement plans. He has recently received the Accredited Investment Fiduciary (AIF®) designation. Bill has over 40 years Industry experience and has been affiliated with LPL since 2002.

Bill is an Okie by birth. He married his wife Cheryl, who is from Kansas, in 1985 and they have three children: Maggie, Ted and Will. Will received the honor of Eagle Scout at 14! Bill and Cheryl recently became grandparents with the birth of their grandson Harry. Bill enjoys fly fishing, traveling and piano.

James enjoys the reaction he gets from clients when they realize they can hand off their complex financial needs to one source. “Our clients love the fact that Centerpoint Advisory Group will help in coordinating their professional advisors including tax, legal and trust specialists. This helps to free up their personal time so they can focus on their own life passions.”

James is a graduate of Truman State University. With a major in Finance and a minor in Economics, James began his financial services career in 1994 with American Century Investments in Kansas City, MO. and for 9 years in Denver, CO. There he worked as an Investment Rep., Broker, and Investment Advisor where he helped develop and rollout investment planning software to high net-worth clients.

In 2001, James was awarded the CERTIFIED FINANCIAL PLANNER™ certification . Additionally, he holds the FINRA Series 6, 7 and 63 registrations with LPL Financial.

James and his wife Melissa treasure their daughter and son, Annaliesa and J.T. and love vacationing together in Colorado. Outside of financial services, James enjoys: hiking, biking, golf, Kansas City BBQ, and the freedoms and ideals we are blessed to have in the USA.

Parker is a native of Stilwell, KS, and holds a bachelor’s degree from The University of Kansas. Parker was a division 1 wrestler at The University of Oklahoma and Arizona State University. Parker has always been fascinated with business. Starting at 8 years old he had a paper route and by the time Parker graduated college he had already successfully built and sold a company.
Immediately after graduation, he entered the world of Financial Services working at American Century (Kansas City) and Transamerica (Denver) as a fund wholesaler. After years of working on the institutional side of the industry; Parker observed that too many investors were not receiving the comprehensive advice they deserved. This motivated Parker to make a career change that would allow him to work more directly with clients in a fiduciary capacity. Therefore, he joined an independent wealth management firm. After a couple years of working for this Firm, he was presented with the opportunity to become a Partner here at Centerpoint Advisory Group.

The most important thing in Parker’s life is his Family. Parker has been married to his beautiful wife, Rachel, since 2017 and they have two fantastic children, Harper and Theo.

Parker has passed the Series 65, and Life/Health insurance tests.

Parker was honored to have earned national recognition as a Financial Advisor, being named to the Forbes Next-Generation of Wealth Advisors.” (Published annually July – Sept. Rankings based on data as of March 31 of current year)

Kaylee enjoys the interaction she has with clients and getting to know each of them on a personal level. She oversees compliance within Centerpoint Advisory Group, monitoring processes to ensure that the firm meets all regulatory requirements.

Kaylee graduated from Kansas State University with a Bachelor of Science degree in Accounting. After graduation, Kaylee obtained her Certified Internal Auditor certification and spent 9 years working as an Internal Auditor. Kaylee worked as an Internal Auditor for 9 years prior to joining Centerpoint Advisory Group in February 2015.

Kaylee is married to her husband Aaron and together they have 3 children, their son Cohen, daughter Arden and youngest son Finn. In her free time, Kaylee enjoys running, being outdoors and spending time with her family and friends.

As Director of Communications, Caroline is committed to ensuring every clients receive the best possible care and service. She oversees event planning, marketing efforts, and coordinates all aspects of our client needs.

Caroline graduated from The University of Kansas with a Bachelor of Arts degree in Communication Studies. After graduation, Caroline moved to New York and joined Cline Davis and Mann as an Art Buyer. She then worked for a creative production company as a Visual Arts Producer in NYC and Miami before moving back to the Midwest. Caroline joined Centerpoint Advisory Services in February 2019.

Caroline is married to her husband Michael and together they have two rambunctious boys, Nolan and Ethan. In her free time, Caroline loves traveling, cooking and playing tennis.