Mikaela is a Financial Advisor with First Investments & Planning in the Kansas City market. She focuses on building new relationships with individuals, executives and business owners in her community. Mikaela enjoys learning about her clients’ unique needs while providing guidance and customized solutions to help her clients feel confident and secure in their financial well-being.
Mikaela began her banking career at First National Bank in 2002 and joined the Wealth Management Division in 2010. She uses her extensive banking and financial background to help her clients with all facets of their financial life. Mikaela is a CERTIFIED FINANCIAL PLANNER™ Professional and has met and continues to meet rigorous professional and personal standards to maintain this CFP® certification. She recently obtained her SIE, Series 7 and Series 66 licensing designations so that Mikaela can partner with Raymond James and provide her clients with the industry leading technology, products and services to build an innovative and comprehensive financial future. Mikaela earned her Bachelor of Science degree in Business Administration from the University of Nebraska at Kearney.
Mikaela is a member of several professional organizations, including the Financial Planning Association, the Leawood Chamber of Commerce and the Overland Park Chamber of Commerce, and is a 2012 graduate of its Leadership class.
Outside of advising clients, Mikaela enjoys spending time with her husband Bobby, two daughters Essie and Maryn, son Calvin and dog Minnie. She loves golfing, cooking, yoga, spin and is currently learning to play tennis.
4650 College Blvd., Suite 200
Overland Park, KS 66211
I get my inspiration from connecting resources and sharing knowledge. The synergy this creates keeps me energized and motivated to do my best every day.