Instructors

Randall P. Hallier

Our firm's President is Randall P. Hallier, CFP®. After attending the University of Kansas as an education major, Randy completed his financial planning education through the UMKC Bloch School of Business and the University of Pennsylvania Wharton School of Business. Randy started his own independent financial planning and investment management firm, Retirement Plus, Inc. in 1988. In 2009, Randy merged his company with Creative Planning Inc., Leawood, Kansas, a firm cited as among the top 100 Independent private wealth management firms in the nation. Randy also is President and founder of Financial Workshops, LLC, a leading provider of financial and retirement training to large employers. As a skilled presenter, he has led more than 500 workshops for various organizations, and Federal Agencies throughout the country.

Randy is a veteran of numerous television and radio appearances and his program Women Taking Control of Their Finances, brought him national recognition on the FOX TV Network. As the creator and host of The Bottom Line radio show, Randy provided timely advice and professional insight to Kansas City listeners. Randy is a published writer and author and has contributed numerous articles to Boomer Magazine, Research Magazine and others. He is the author of "The Ten Major Mistakes People Make in Retirement Planning" and "The Federal Employee's Ultimate Guide to Retirement". He provided the foreword for the book "The Art of Investing and Portfolio Management" in 2008, and, in 2009, is the author of a new book "How to Work for Uncle Sam and Retire Rich".

Randall Gardner

Randall Gardner, MBA, JD, LLM, CPA, CFP® joined Financial Workshops, LLC in 2007. Randy is a professor of Tax and Financial Planning at the University of Missouri - Kansas City. Randy earned a Bachelor of Arts degree, cum laude, from Harvard University; his JD and MBA degrees from the University of Kansas; and a Master of Law in Taxation from the University of Missouri -Kansas City. He is also a graduate of Georgia State University's Master Teacher Program. A published author and contributing editor for numerous financial publications, Randy also serves on the board of the Certified Financial Planner Board of Standards, Inc. His book, 101 Tax Savings Tips, is a favorite among the public and professionals alike. He also acted as co-editor of the book Wealth Council Estate Planning Strategies. He has written dozens of articles for publications such as The Journal of Financial Planning, Taxation for Accountants, Practical Tax Strategies, and Tax Adviser.

Bob McCarthy

Bob McCarthy, CFP®, CPA, joined Financial Workshops, LLC in January 2009. After graduating with a BSBA in accounting from Rockhurst University in 1984, Bob held several positions in the taxation and financial services industries for companies such as KPMG, Merrill Lynch and Professional Management Midwest, Inc. in Overland Park, KS from 1984-1997. He formed Bob McCarthy, CPA and Associates in 1997 and advised people in the areas of taxation, financial planning and mergers and acquisitions for eleven years until 2008. Bob is an accomplished speaker on a variety of topics related to tax, accounting and financial planning. Bob has been the guest host of The Bottom Line radio show. Bob currently holds the following NASD securities licenses - 6,7,63 and 65 and maintains a rigorous program of continuing education to maintain his CPA license through the Kansas Board of Accountancy, as well as his license according to the CFP® Board of Standards.

Jessica Culpepper

Jessica Culpepper, MBA, CFP®, Director Financial Planning, has been a financial planner since 2007. Having graduated summa cum laude from Missouri State University in 2006 with her Bachelors of Science degree in Accounting, Jessica received her MBA from University of Missouri - Kansas City with an emphasis in Finance in 2007. Using her accounting background, she also prepares income tax returns for clients and assists them with tax planning issues, as well as supports the estate planning area. Jessica is a volunteer coordinator at her church for Dave Ramsey's Financial Peace University financial education program where she leads large groups of individuals in their quest for financial literacy and security. Jessica has been a guest speaker for the University of Missouri's Retirement Readiness Workshop program where she has spoken to large groups of pre-retirees on topics such as financial planning and estate planning