Small Business Breakfast Club

The Small Business Breakfast Club is a monthly gathering that provides an opportunity for attendees to enjoy a continental breakfast, engage in a brief educational and informative presentation, and network with fellow Chamber members. This month’s featured speaker is Ron Finke, representing Stewardship Capital. Ron will delve into “All Things IRA, 401k, and Retirement Savings.”  During the session, Ron will discuss the advantages and disadvantages of various types of accounts related to retirement planning. 

This is a free event open to all Chamber members.

MEET THE PRESENTER:

Ron Finke, President & Chief Investment Officer
Stewardship Capital

Ron left law practice with Burns, Humphrey and Finke, P.C. over 40 years ago. He turned to his passion for economics and finance. After 16 years of financial services under the commission model, Ron founded Stewardship Capital, Ltd. in December 1997. It was one of the first Registered Investment Advisor firms in Greater Kansas City. He recognized the value of actively managing client funds by adjusting allocations and investments to protect clients’ hard-earned money, especially in bear markets. Ron wanted access to all forms of investments and insurance products from all major companies so clients can have the best products and services along with wise financial advice.

Ron is responsible for research, choice of investments, and tactical investment allocation. He and Aaron Pickert work together in portfolio management, client communications and financial planning.

In the past decade, Ron earned the Chartered Market Technician® designation. These studies with three comprehensive examinations enable him to use quantitative research from idea generation to signal-testing and performance analysis. The overall purpose is to provide consistently superior performance while controlling investment and portfolio risk.