Our Company Values

For those who are looking for financial advice, we realize the available options are many and deciding who to work with is a challenging problem. Listed below are our Company Values which we hope will give you a better understanding of how we operate.

  1. People Matter – We believe that each person is innately valuable and worthy of respect and honor. We believe that relationships matter and that business is relational, top to bottom. People First, Money Second is a priority statement that places people and relationships ahead of financial matters.
  2. Integrity Matters – We believe that integrity and truth matter. We believe we need to conduct our business in such a way that we are “above reproach. We believe suitability and ethical practices come from placing a high value on other people and their needs before our own.
  3. Communication Matters – We believe that communication with our client partners builds and maintains the trust that is necessary for business relationships to reach their full potential. We believe that our client partners deserve the type of communication that is frequent, timely, truthful, & relevant.
  4. Service Matters – We believe that good service is practical and that great service is necessary in the pursuit of business excellence. We will pursue perfection and in so doing “catch a little excellence along the way.” (Vince Lombardi)

Scott Norris


Scott Norris started in the financial service industry in 1999 with Prudential Financial. Scott holds a Series 65 (Uniform Investment Adviser Law) and is an Investment Advisor Representative with Royal Fund Management, LLC. Scott believes when it comes to retirement, it’s important to be able to “Sleep Well At Night”. By being an independent advisor, he can choose from some of the best investment portfolios, managers, and products to help his clients achieve their financial goals, and shape their legacy for generations to come. Scott is married to his wife, Robin, of 33 years. They have 5 children and 4 grandchildren. He and his family are active in their local church, and Scott is a lifetime member of the VFW. When not working, he enjoys the great outdoors, traveling, biking, and spending time with his family.

Marcus Porwoll

Investment Advisor Representative

Marcus Porwoll graduated with honors from the US Naval Academy, served as a Surface Warfare Officer while on active duty and recently accepted promotion to Commander, now serving in the Naval Reserve. He holds a Series 65 (Uniform Investment Adviser Law) and is an Investment Advisor Representative with Royal Fund Management, LLC. Marcus’ passion to serve brought him into the financial industry. He understands the importance of teamwork to develop and implement plans for achievable goals in all areas of life. He is a husband and father of two energetic boys who enjoys gardening, baking, theatre, and whatever most interests his sons (just shifted from trains to Paw Patrol). Marcus is a St. Louis native, but shifted all allegiance to the Kansas City Chiefs when he married his beautiful Kansas City bride.

Collin Leckliter

Insurance Broker

Collin Leckliter is a Kansas City native with a diverse background. He spent seven years servicing and selling laboratory equipment. With him also being a previously certified EMT, Collin has a strong background in the medical field and a passion for helping others. Collin’s pursuit of new challenges led him to earn a Bachelor’s degree from Western Governors University. Now, he approaches the insurance industry the same way he has always approached life, with a desire to help others. Collin has a heart for service and a mind for business. Outside of work, Collin cherishes time spent with wife and three children. When he’s not spending time with his loved ones, Collin enjoys gardening, exploring the latest technology advancements, and traveling to new destinations. He is also an active member of his church community and values giving back to others

Abby Lyon

Client Relations

Abby Lyon is a recent Olathe South High School graduate and is pursuing higher education at Johnson County Community College. As an assistant, Abby’s responsibilities include guiding clients through financial tools such as BlueLeaf, Retirement Analyzer, and TD Ameritrade while also scheduling appointments. Her talents extend beyond the financial world as she is a skilled pianist, earning recognition at both the KCMTA Fall Festival and KMTA competitions. In her free time, Abby enjoys indulging in her passions, including reading, baking, and playing the piano. With her knowledge and expertise, she can help clients make informed financial decisions to secure their future retirement lifestyle.

Randy Burns

Randy Burns started in the financial services industry as a Banker and then as an Investment Broker, licensed in securities and insurance, serving clients’ investment objectives. He most recently was an executive in the telecommunication industry for companies such as Nextel, AT&T, and T-Mobile. Now, he approaches the insurance industry the way he has always approached life, wanting to guide and help others. Randy and his wife recently signed up for Medicare and felt he could help others as a Medicare Resource Consultant for existing and new clients. He is also a Certified Associate in Project Management. Randy is married to his wife, Debbie, of 44 years. They have 2 children and 3 grandchildren. When not working, he enjoys traveling, outdoor activities and spending time with his family.

Plan For Your Future

There is no one “best place” to put your retirement money because each individual and couple has unique requirements, different tolerances for risk, and need their money at different times. Likewise, there is no one place to keep your money that fits everyone for exactly the same reasons. Your unique circumstances must be taken into consideration if you seek to find the “most favorable place” for your retirement money. This is where we can be of service.

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