Meet Our Team

Richard Enna, CFP®

Founder

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Kathy Strickland

Financial Professional

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Emily Schmitz

Operations Manager

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Jake Schmitz

Financial Services Professional

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Steven Enna

Support Staff

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Jeanne Enna

Support Staff

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Our Advanced Planning Resource

Richard Enna, Member Agent, The Nautilus Group® is a service of New York Life Insurance Company.

 

Our Investment Resource

 

Richard J. Enna, CFP®

Founder

Rick Enna is a lifelong Kansas City area resident. Rick graduated from Rockhurst High School and Rockhurst University, majoring in Accounting. After spending close to a year kicking a soccer ball at the pro level, Rick spent approximately five years with a CPA firm specializing in tax, before being hired away to work for a couple of years as the controller for one of the firm's family owned company clients. In 1992, Rick started R. J. Enna and Associates Financial Group. Rick is a Certified Financial Planner practitioner (CFP®). He is married to Jeanne, and they have four incredible kids: Emily, Liz, Steven and Sam. When he is not working, Rick spends most of his time with Jeanne, the kids, grand kids, and other family, and as a volunteer for faith based, sports and arts organizations.

Kathy Strickland

Financial Professional

Financial Professional focused on complex service and case design needs of our clientele. Series 6, 63 Securities License; Life/Health Insurance license.

Emily Schmitz

Financial Professional

Financial Professional focused on service and case design needs of the younger segment of our clientele. Series 6, 63 Securities License; Life/Health Insurance license.

Steven Enna

Support Staff

Support staff focused on insurance brokerage and portfolio support. MBA, finance; Series 7, 63 securities license; Life/Health Insurance license.

Jeanne Enna

Support Staff

Support staff focused on administrative support and non-product support in elder care, hospice and funeral planning. RN/BSN.

Jake Schmitz

Financial Services Professional

Jake is a KC transplant but loves calling Kansas his home! After serving in an international religious order for over eight years and studying in Mexico, Spain, Italy, he finally transferred to Benedictine College to earn a teaching degree and remember how to speak English! He taught Spanish for the Archdiocese of Kansas City for two years while also serving on the team at Savior Pastoral Center. Eventually he joined Mission Matters Group and became a certified Salesforce.com admin and developer, consulting and implementing databases for nonprofits. After four fruitful years, he moved on to be the Director of Business Development for CD2 Learning and Catholic Faith Technologies in Overland Park, KS. For four years he helped grow the company's client base to over thirty dioceses and some 5,000+ parishes and schools across the country. He is happily married to Emily and loves his three little boys more than anything else.

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