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Introduction

Prism Financial Group, L.L.C. (Prism) is a financial planning firm and wealth management firm located south of downtown Kansas City in Overland Park, Kansas. Prism offers both financial planning and investment advice on a fee-for-service basis to both business and personal clients.

The professionals of Prism have been providing advice to clients for over 15 years. We utilize a team approach in analyzing and developing a client’s financial plan and investment portfolio. Our recommendations are based solely on our client’s specific needs, circumstances and goals. Service and personal attention are the hallmark of Prism.

In 1999, Prism formed an alliance with Mize Houser and Company, P.A., a large, regional accounting firm with offices in Topeka, Lawrence, and Overland Park, Kansas. Mize Houser and Prism can work as a team to better serve our clients in a comprehensive matter.

Tim Shmidl  - CFP®, CFS®

913-345-1444 ext. 3545

Tim@PrismFG.com

Tim began building his own financial services business after completing a Bachelor of Science degree in Business from the University of Kansas. As a Principal of Prism Financial Group, L.L.C., which offers financial planning and...

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Randy Schaller - CFP®

(913) 345-1444 ext. 3547

Randy@PrismFG.com

Randy graduated from Baker University with a Bachelors Degree in Business Administration and went on to earn the designation as a CERTIFIED FINANCIAL PLANNER™ professional. He began his wealth management career in 2004 as a...

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Charlie Koch - CFP®, MBA, CFS®

913-345-1444 ext. 3552

Charlie@PrismFG.com

Charlie Koch started in the financial services industry at the age of 19 by securing a college internship with a seasoned advisor in Manhattan, KS. He went on to complete a summer internship with Northwestern Mutual where he learned...

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Kyle Wright - AAMS®, AIF® - Associate Financial Advisor

(913) 345-1444 ext. 3569

Kyle@PrismFG.com

As our Associate Financial Advisor, Kyle provides technical financial planning and investment management work. He is responsible for participating in client meetings, preparing recommendations for client investments, including...

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Dallas Nelson - Client Service Specialist

913-345-1444 ext. 3542

Dallas@PrismFG.com

As our Client Service Specialist, Dallas provides mature relationship skills to handle non-advisory questions and concerns from our clients. Dallas strives to provide outstanding client service. He is responsible for processing all new...

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Dan Grodzicki - Client Service Specialist

(913) 345-1444 ext. 3559

Dan@PrismFG.com

Dan Grodzicki joined Prism Financial Group in 2015 as a Client Service Specialist, and quickly added the duties of investment trading to his job description. His responsibilities include the maintenance of our investment trading and...

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Theresa Shmidl - Chief Compliance Officer

913-345-1444 ext. 3548

Theresa@PrismFG.com

As our Chief Compliance Officer, Theresa is in charge of overseeing and managing compliance issues within Prism. She ensures that Prism is complying with regulatory requirements and that Prism and its employees are complying with...

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