Jim is the founder and President of Sonas Financial Group, Inc. In 2002, he founded Sonas with the goal of building a successful, boutique investment management and financial planning firm.
Jim enjoys working with all aspects of personal financial planning. He has extensive experience managing investment portfolios for high net worth individuals and families. Jim also advises clients on matters relating to income tax and estate planning. As the father of young children, he also has a special interest in advising families on accumulating savings for the education of their children and grandchildren.
Jim is a 1992 graduate of Rockhurst University with a Bachelor of Science degree in Accounting. He began his career in the tax practice of Ernst & Young, LLP. With a desire to move into the personal financial planning field, Jim was fortunate to spend six years working with the professionals at Neill & Associates and BKD Wealth Advisors. Jim is a Certified Public Accountant and holds the Certified Financial Planner® designation.
Jim is married and resides in Kansas City, MO with his wife and four children. He enjoys family time, running and soccer. He also volunteers as a youth soccer coach for the Brookside Soccer League.
Trevor joined Sonas Financial Group in May 2016. After spending many years working in a trust department for multiple, local banks, he is excited to be at a boutique, fee-only firm where he can truly focus on individual client’s needs.
Trevor is passionate about helping clients understand their current financial situation, develop and clarify their financial goals and achieve those goals through the financial planning process. He helps individuals with all aspects of their financial lives, including retirement planning, investment management, college funding analysis and risk management.
Trevor graduated Magna Cum Laude from Missouri State in 1998 with a Bachelor’s Degree in Business Management/Entrepreneurship and received his CERTIFIED FINANCIAL PLANNER™ certification in 2008. He is an active leader in the Financial Planning Association of Greater Kansas City and the Rotary Club of Blue Springs. He has been quoted in several publications, including the Kansas City Star.
Personally, Trevor lives in Blue Springs with his two children. He enjoys coaching their basketball teams and watching them play soccer & guitar. When there is a break between sporting events, he loves to fly fish in Colorado and spend time at Lake Lotawana.