Our Firm

A comprehensive financial services firm, Strategic Financial Partners of Kansas City has hand selected a team of financial professionals with the knowledge, expertise, and years of experience to help you achieve your financial goals.

Strategic Financial Partners of Kansas City is lead by Bill Eckert, a professional since 1987 in the financial services industry. At Strategic Financial Partners, we have created an environment of honesty, integrity, and objectivity. We have everything you need in one place to help you meet your financial goals.

Bill Eckert, CAP®

Bill is a nationally recognized financial educator, speaker, and lecturer. He has received his designation of “Chartered Advisor in Philanthropy®” from The American College. Currently, less than 600 individuals worldwide have completed the CAP® Program and received the prestigious designation to work successfully in advising clients on how to help maximize their lifestyles, family legacy, and community impact.

Professionally, Bill is a member of Advisor in Philanthropy, Partnership for Philanthropic Planning and Mid-America Planned Giving Council.

Bill was awarded the 2013 International Donor Motivation Professional of the Year “Creating A Legacy for Future Generations.”

Bill has advised individuals and families from coast to coast for over 25 years on strategies to help reduce estate and income taxes.

Bill has conducted over 100 presentations across the country about “Wealth Accumulation, Distribution, and Preservation Strategies.” These presentations have been to families, corporations, associations, charities and other insurance and investment professionals.

Bill’s passion for helping people through volunteer work can be seen at his church. For the last 10 years, Bill has facilitated a Career Transition Group that helps people regain employment. He teaches people the skills they need to get jobs and start new careers. Over 1,000 people have regained employment with Bill’s help.

Bill is an avid hunter and shares his passion of hunting with wounded veterans as a way to honor them for their service and sacrifices. Bill started a non-profit organization called KAMO Adventures, which takes wounded veterans to his Missouri farm for turkey, bird, and deer hunting. KAMO is a 100% volunteer run organization whose purpose is to provide a safe, supportive and friendly hunting experience where wounded veterans can assist each other in the healing process, both mentally and physically. The outdoor experience is unique to each wounded veterans needs and abilities.

Bill is an alumni member of Fort Leavenworth’s U.S. Army Command and General Staff College National Security Roundtable.

Bill is a graduate from Rockhurst High School and the University of Kansas. He lives in Leawood with his wife and four children.

Board Member, Mid-America Planned Giving Council
Past, U.S. Army Command and General Staff College National Security Roundtable
Presenter, Tax and Estate Planning Strategies
Past 2002, 40 under 40 in Kansas City Business Journal
Past, Leukemia Society “Man of the Year,” Second Place
Past Board Member, Vasculitis Foundation
Member, Top of the Table
Member, Leawood Chamber of Commerce
Member, Leawood Citizens Policy Academy
Member, Rockhurst High School Alumni
Member, University of Kansas Alumni
Named Face of Philanthropic Estate Planning by Kansas City's 435 magazine

Pam Ritchey

Director of Operations

Pam works as the Director of Operations for Strategic Financial Partners. Pam has worked with Bill since 1996 and plays a very important and critical role in our business. Pam is responsible for client service inquiries, compliance and regulatory issues, business processing, office management, and technology services. She works behind-the-scenes to keep the business running smoothly.

Aside from her behind-the-scenes roles here, Pam’s role is also client facing, as she handles many direct requests and projects. She treats our clients like family; there isn’t an important date or birthday that she doesn’t remember, and she works diligently to ensure they are taken care of, regardless of the request.

Pam enjoys cooking and takes cooking classes whenever she can. When not at work, she’s helping with her family business, or visiting her family in Lamar.

Aubrey Young

Director of Marketing

Aubrey works as the Director of Marketing for Strategic Financial Partners. She brings her years of experience in event and project management, quality management systems, marketing management, and brand positioning to the team.

Marketing at Strategic Financial Partners means educating our audience on our Holistic Wealth Management practices, engaging clients and the Kansas City community in education courses, hosting client appreciation events, and growing our network of family, friends, and partners.

She has helped small business owners across the greater Kansas City area to grow their business through online marketing and branding. Through volunteer work, and teaching courses, she is currently active in the small business community, and regularly uses her platform to help others improve their existing business infrastructure to keep moving forward.

A Kansas City veteran, she is proud to raise her family in Brookside, where they regularly walk to the farmers market, play tennis, attend church, and try new restaurants whenever they pop up.

Therese Ismert

Client Relations

Theresa joined the team in August of 2018, and works as a Client Relations Manager at Strategic Financial Partners. Her duties include scheduling and preparing for client reviews, and she is the first point of contact for general questions and concerns. She works part-time in the front office, where she greets everyone with a warm smile, and supports Pam with compliance and client management.

Therese has worked in the financial industry for 8 years prior to coming to SFP. She is licensed in life insurance and has worked extensively in client relations. We are lucky to have Therese, who has provided tremendous value to our ability to provide world-class service our customers since her first day with us.

She has been married for 22 years and has beautiful 4 children. When she is not working she loves spending time with her family and friends, and is very active in our community.

Achieving Success by

Working Together

Your Goals Are Our Main Priority

Our Firm

Bill Eckert, CAP®

Pam Ritchey

Director of Operations

Aubrey Young

Director of Marketing

Therese Ismert

Client Relations

Achieving Success by

Working Together

Your Goals Are Our Main Priority

You are here

Our Firm

Bill Eckert, CAP®

Pam Ritchey

Director of Operations

Aubrey Young

Director of Marketing

Therese Ismert

Client Relations