Paul M. Thomson Professional Advisor of the Year
Truman Heartland Community Foundation appreciates the role of the professional advisor in assisting clients with meeting personal and financial goals. For some clients, these goals include gifts to charity.
The Dr. Paul M. Thomson Professional Advisor of the Year Award recognizes professional advisors for their outstanding work in facilitating gifts to charity.
Ron Finke
Stewardship Capital, 2017 Recipient
Ron Finke has been serving the financial needs of clients in Kansas City and around the country for almost 36 years. After 15 years of selling investments and insurance products, Ron founded Stewardship Capital in December 1997, as a Registered Investment Advisor.
Ron is a lifelong resident of Independence, Missouri. He was a University of Missouri Curators Scholar and earned a Bachelor of Arts in Economics from Stanford University and Doctor of Jurisprudence from Vanderbilt University School of Law. Later he earned the Chartered Life Underwriter and Chartered Financial Consultant designations from The American College, Bryn Mawr, PA.
To ensure that he is best serving the financial needs of his clients, Ron utilizes his extensive knowledge and insight to present charitable options that benefit the needs of the clients as well as the needs of the community. In addition to employing the services of Truman Heartland Community Foundation as an important charitable partner for his clients, he and his wife Karen are also fund holders and Legacy Society members.
Ron deeply appreciates his community and enjoys volunteering whenever possible. His involvements include: Estate Planning Society of KC, past President; Society of Financial Service Professionals; Independence Chamber of Commerce; Independence School District, Board of Directors (1986-98); Independence Rotary Club, past President; Missouri Bar Association; Truman Heartland Community Foundation (2011-16); Million Dollar Round Table, Life Member; and Noland Road Baptist Church, Bible Teacher and Deacon.
Ron and Karen have been married for 43 years and their happiest moments are spent enjoying time with their three grown children and nine grandchildren.
Dennis Bacon
Bacon Financial Advisors, 2015 Recipient
Dennis R. Bacon has been serving the financial needs of the Kansas City community since 1993 and recently relocated his offices to Lee’s Summit and opened Bacon Financial Advisors, an Independent Firm. As a Certified Financial Planner ™ as well as a CPA, Dennis has the knowledge and insight to present charitable options to his clients that benefit the clients’ needs as well as the needs of the community. He has the training and experience necessary to deliver the true “Client First” service model and focuses on delivering a customized solution for each investor which often includes charitable solutions. Many of his clients have partnered with Truman Heartland Community Foundation to help them fulfill their financial and charitable goals.
Dennis and his wife Michelle, who is a 5th grade teacher at Summit Christian Academy, have been married since 1981 and have two grown children. Dennis is an active member of the Lee’s Summit Chamber of Commerce, a member of the Board of Directors of The Women’s Clinic of Kansas City, is supporting member for the Faith and Family night at the K and an active member of his church.
Doug Hammer
Edward Jones, 2014 Recipient
Doug Hammer began his Edward Jones career in 1993, opening the firm’s second branch in Independence, Mo. He continues to serve that community today.
In 1997 Hammer became a limited partner with the firm, and in 2004 he was named a regional leader. Today he is responsible for more than 40 branch teams in the southern half of the Kansas City, Mo., metropolitan area and suburbs.
Prior to becoming a regional leader, Hammer served on the hiring team; as a new financial advisor support specialist, trainer and mentor; and as a visiting veteran. In this last role, he visited the St. Louis headquarters numerous times to address new financial advisor training classes.
He was named a principal in 2007.
As Hammer’s business grew, he brought three additional financial advisors into the community to help him better serve clients. He also has been invited three times to attend the firm’s annual Managing Partner’s Conference, an honor reserved for the top 350 of the firm’s more than 13,000 financial advisors.
Originally from Marshall, Okla., Hammer holds a bachelor’s degree in agriculture economics from Oklahoma State University.
Hammer has been actively involved in the community and has served on numerous boards and has helped with dozens of community-service projects. He is a past president of the Rotary Club of Independence and served three terms on the Truman Heartland Community Foundation Board.
Cliff Jones
Edward Jones, 2013 Recepient
Cliff Jones opened his Edward Jones office in Independence in 1998. He actively educates people on the benefits of giving through the Foundation.
Cliff is a limited partner with Edward Jones, has performed several regional roles for the firm in the area as well as mentoring newer financial advisors.
A native of Eastern Jackson County, Cliff and his wife, Diane, were married in 1979 and reside in Raytown. Cliff is the current board chair of Truman Heartland Community foundation, past board chair of Community Services League and is past president and current assistant director of The Kansas City Metro Men’s Chorus.
James R. Stilley, Jr.
Stilley & Fowler PC, 2012 Recipient
Jim opened his law practice in Raytown in 1977 and continues to practice there with the law firm of Stilley & Fowler, P.C. Their primary area of practice is estate planning. Jim has actively advised clients on the benefits of giving through the Community Foundation and a number of his clients have elected to work with Truman Heartland. In addition to his professional career, Jim and wife Mary, actively support their church and many other charities through their Donor-Advised Fund and personal contributions. Former Board Member and Board Chairman in 2006, Jim has played a significant role in the history of our Community Foundation.
William Richard “Rick” Henks
Henks Financial Group, 2011 Recipient
Rick operates Henks Financial Group located near Lakewood in Lee’s Summit. He is a registered representative of Lincoln Financial Advisors Group and a member of the Estate Planning Society of Kansas City, the Society of Financial Service Professionals, and the National Association of Insurance and Financial Advisors. Rick has helped a number of his clients in the creation and placement of life insurance policies to establish donor-advised funds at the Community Foundation. All of these policies are structured to create permanent endowment accounts. Rick and his wife, Linda, also have a Donor-Advised Fund, as does Henks Financial Group through which they personally accomplish their charitable giving.
Buford “Bunk” L. Farrington
Humphrey, Farrington, McClain, 2010 Recipient
Bunk has practiced in the areas of estate and business planning, business succession, trusts, tax and real estate for more than 35 years. His practice, located in Independence, is concentrated in estate planning, trusts, estates and family business. Bunk is a member of the Estate Planning Society of Kansas City and has been a consistent advocate for giving among his clients, charities, and churches. Advising his clients on the benefits and tax consequences of endowments and charitable funds, Bunk has helped a number of individuals by discussing ways to donate and accomplish charitable goals. Bunk and his wife Diane also have a Donor-Advised Fund at THCF.