Broker Check

Our Team

Peter G. Menihan, CFP®

Financial Advisor

(913) 274-1056

(913) 274-1032

Peter Menihan was born and raised in Pittsford, NY, a suburb of Rochester. His father was an artist, his mother a homemaker. Some of his father, John C. Menihan's, work is featured on this website.

He graduated from Parsons College in Fairfield, IA.  While there, he made several friends from the Kansas City area, which ultimately drew him here.

Post college he served in the United States Navy, met and married his wife, Nancy (the sister of one of his Kansas City college friends) and entered the financial services industry here in 1979. Today, he serves clients in 11 states including community bankers, manufacturers, distributors, real estate developers, professionals, ranchers and farmers and their families. He is proud to say that over the years, many of those client relationships have expanded into close, personal friendships.


Sandra Jackson

Administrative Assistant



Sandra Jackson was born and raised in Southeast Missouri, moving to Kansas City in 1984, where she then entered the financial services business. Her career path took her to Mutual of New York where she began working with Peter as his administrative assistant.

Forms, files, photocopies, confirmations, signatures, meeting schedules. The nuts and bolts that are the inner workings of our industry can be daunting. Particularly for a client. Sandra's gift, however, is her ability to make sure the details of your experience here are handled in a fashion that is concise, accurate, easy to understand and personalized. In a nutshell, she brings the "clarity and simplicity" aspects of our guiding principals to life in ways that will make you smile and be thankful. 

The intended result is for your experience to be undeniably positive.