FCS in the News

We are excited to announce that Tom Freeman, Managing Director at FCS recently ranked among Barron’s 2024 Top 100 Independent Advisors. This accolade represents a list of America’s top independent financial advisors, as identified by Barron’s.     2024 Barron’s Top 100 Independent Advisors: Awarded September 2024; Data Compiled by...

Following a 25-year career in financial services, Dave Turner retired on August 30th, 2024. Dave graduated from Park University with a Bachelor’s in Management/Accounting in 1999 and joined Tom Freeman’s team the same year.  He obtained his Certified Investment Management Analyst designation from University of California – Berkeley in 2007...

FCS is happy to announce the opening of Shepard Wealth Advisors’ office at the Country Club Plaza!  Their office is located in the American Century II building located at 4520 Main Street, Suite 620, Kansas City, MO 64111.   The Shepard Wealth team includes Margo Shepard, CFP®, CIMA®, Founder, Managing...

Following a 25-year career in financial services, Susan Freeman retired on May 31st, 2024. Susan began her journey with Twentieth Century Investments (now American Century) in 1991 through 2002, retiring as Director of Investment Technology Services.  She received corporate wide recognition for leadership, financial success and working with honor and...

FCS is very excited to announce the addition of a new Financial Advisor team.  Welcome Shepard Wealth Advisors!   Margo Shepard and Andrew Shepard will join FCS Private Wealth Management on March 1, 2024.  Margo has over 40 years of experience as a financial advisor and has attained numerous achievements...

We are very excited to announce that for the second consecutive year, FCS earned a ranking on the Forbes Top Wealth Management Teams for Private Wealth 2023.    FCS ranked 60th in the U.S. and is the only Private Wealth Management Team in the State of Kansas to rank in the...

FCS will celebrate Lauri Gray's 30th Anniversary in December 2023.  Here are a few words from Lauri regarding her remarkable career: I started my career in December 1993 at Merrill Lynch working with Tom Freeman as a Client Service Associate. During the early months of my career, I was also...

We are proud to announce that Tom Freeman – Managing Director, and Ted Chartier – Partner, were recently named on the Forbes Best-In-State Wealth Advisors 2023 list.  Tom Freeman ranked 5th and Ted Chartier ranked 56th in the state of Kansas. See the full state ranking list here.   2023 Forbes...

We are pleased to announce that because of the families we serve and the value that we place in those relationships, we have been recognized by Forbes as #56 nationwide on their Top Wealth Management Teams for Private Wealth list for 2022. When looking through the list of families we...

Investing is rewarding. Especially when investing in our community. Tom is certainly not one to brag. But we're not letting that stop us from bragging about him. This award, bestowed by the John J. Sullivan Jr. Foundation, is the culmination of a lifetime spent 'getting caught doing the right things.'...