David Dickens CFA, is President and Owner of JC Grason of Overland Park. David has over 30 years of experience in the investment business, with expertise in bonds, stocks, mutual funds, fixed annuities and various asset-backed securities. He has served as President of two different brokerage firms working with banks and credit unions. David has built a fee-based investment advisory service from the ground up, growing it to over $1 billion in assets under advice.
From the very beginning and every day since, JC Grason has been more than just another financial services firm. As advisors for one of the nation's top financial services firms, our founders were inspired to create an environment where the client comes first and nothing less is expected from our associates than simply doing the very best for people -- it's a reflection of who we are and how we would want to be treated.
Each and every member of our team plays a crucial role in our commitment to excellence and our reputation for unparalleled client service. That's why we've brought together a team of top professionals across different disciplines, from advisors to attorneys to accountants, all supported by a tremendous staff. And yet just as important as what they do, our people are valued because of who they are. We invite you to take a moment to meet our team and get to know the people who are JC Grason.
Dave Cox, our Wealth Advisor, is well known for the counsel he gives people throughout the Kansas City area. Since 2007 he has helped hundreds of JC Grason families establish sophisticated, yet easy to understand solutions for protecting and preserving wealth while minimizing their tax exposure. Dave has been recognized as a KC Business Magazine Five Star Wealth Manager, and has over twenty-five years invested in providing leadership and helping families navigate the complexities of our increasingly global economy.
Linda Dickens (J.D., 1983) graduated from the University of Missouri in 1980, with numerous honors, a B.S.B.A. in Business Administration and an emphasis in Economics. In 1983 she obtained her Juris Doctorate from the University of Missouri – Kansas City Law School, With Distinction, serving as a Law Review Editor, with two published Law Review articles, and particular emphasis in trials and litigation, estates and trusts, and commercial and antitrust law.
Mary Shuman, EA, is the lead Tax Services Professional for JC Grason of Overland Park. She is registered as an (EA) Enrolled Agent with the Internal Revenue Service to represent clients with IRS audits and other matters. She has a combined nineteen years of experience in tax preparation, tax instruction and accounting. She has expertise in individual, partnership, corporate and trust tax returns.
Melody is the Office Manager for JC Grason of Overland Park. In this position, Melody works closely with the associates in the office to accommodate the day-to-day needs of our clients. Clients really enjoy her sense of humour and warm personality.
Melinda Craft serves as our Client Experience/Marketing and Event Coordinator. She is the familiar face when you walk into the door at our office, and the pleasant voice you hear when you call. Melinda is responsible for all of our weekly market newsletters and client event coordination. She is here to make sure that your client experience with our firm is exceptional. Melinda is also the person to contact if you'd like to attend any of our upcoming events or if you'd like to invite your family and friends to meet with any advisor.