MEET THE TEAM
The team behind Aspire Wealth Management is made up of qualified financial professionals who are passionate about helping individuals and families achieve their ideal retirements.
Todd A. Schick, CFP®, CLU®, ChFC®President/Financial Advisor
Todd uses his experience and expertise to help clients work toward their retirement dreams.
Knowing each individual’s case is one-of-a-kind, Todd never opts for the cookie-cutter solution. Instead, he relies on his extensive industry knowledge and experience to develop an optimal, high-quality solution tailored to each client’s needs and goals. Todd has also conducted numerous seminars for large corporations including Sprint, Coors Light, Bayer and Cerner.
Todd has passed the Series 7 and 66 securities exams, holds life and health insurance licenses in Missouri and Kansas, is a CERTIFIED FINANCIAL PLANNER™ professional and has obtained the Chartered Life Underwriter and Chartered Financial Consultant designations. He holds three degrees from Missouri State University: two in computer information systems and one in finance.
A Kansas City native, Todd is dedicated to family values, personal initiative and changing his clients’ lives for the better. He enjoys playing golf, supporting charity events and exercising. Todd is also pursuing his lifelong dream of becoming a pilot. Todd has a loving wife, Susan, that holds down the fort, and is the backbone of many of Todd's endeavors, including their 18-month-old son, named Maverick, of course.
Steve Mestan Financial Professional
Steve is committed to helping individuals and families find a solid financial foothold on their road to retirement.
Growing up with parents who were business owners, Steve learned an important lesson at an early age: Without the right financial strategy in place, hard work, motivation and commitment alone aren’t always enough to create a solid financial future. It was while witnessing his parents’ struggle with their previous advisors that Steve decided to enter the financial industry. Now, as a licensed insurance professional at Aspire Wealth Management, Steve works with business owners, families and individuals to help avoid the same problems his parents faced.
Steve attended the University of Kansas and graduated in 2013 with a bachelor’s degree in business and corporate communications. While pursuing his degree, Steve lettered four years in football.
Steve and his incredible wife, Elise, live in Overland Park and have three children, Brynley, Sophia and Crawford.
Susan SchickMarketing & Business Director
Susan joined the Aspire Wealth Management team in 2017 when they opened their doors. She has over 20 years of business development experience, and brings a vast knowledge of marketing. Susan has an extensive background in customer service, and this proves to be an invaluable resource to Aspire as we grow to ensure the clients feel like family. Susan is committed to providing outstanding customer service and organizing unique, memorable events that are of the highest quality.
Susan grew up traveling as an Army brat, which provides a great foundation for her love in meeting new people. Susan lived for 20 years in the Hampton Roads area of Virginia, but decided to move to Kansas City permanently in 2010, as her parents and family are from Kansas City. She loves all sports, but is especially loyal to the KC Chiefs. Although her golf game isn’t on par, it’s one her favorite pastimes to spend time with her husband Todd. As a family they are always busy entertaining while taking care of their fun loving 18 month old, Maverick. Susan has 2 Mini-Goldendoodles, and enjoys a great mystery, and a wonderful Cabernet.
Bob YoungMarketing Coordinator
Bob is a natural connector of people, and truly enjoys the art of networking. Bob comes to the Aspire Wealth Management team with over 40 years of working in various industries. He spent 26 years in sales management in the institutional food business, several years in over the road trucking, marketing for an advertising firm, and even has sold Harleys. When Bob realized his main passion “is putting people together” he established a networking business to fulfill his vision of mentoring others to build relationships, as well as give back to the community. Through his contacts and business events, Bob will continue to do what he does best, connect people and introduce anyone who is in need of financial planning to the Aspire Wealth Management team.
Bob lives in Kansas City, with his family, Nancy Barnhart and Harley (their Shih Tzu dog). Bob and Nancy actually went to high school together and met again at a reunion event. They enjoy sunny days, with the top down, and a long drive in their convertible, (Bob is an advent Porche fan). Bob has one son, Phil who lives in Springfield MO, and is married to Diana and they have two children Zoe and Aiden. Bob’s love for family and friends personifies his love of relationships.
Ready to Take The Next Step?
For more information about any of the products and services listed here, schedule a meeting today or register to attend a seminar.