Meet Our Team
Mitzi Swaffar, CFP®, President and Owner
Mitzi brings over 17 years of financial services experience to her practice and served part of her tenure in four branches of a local bank. After an enriching tenure with the bank, Mitzi built her own financial practice, MS Financial Resources. With only 31% of all Financial Professionals being women, Mitzi desired to set herself apart even more by obtaining her CFP® certification. This is the most recognized designation in the industry for personal financial planning- only 17% of all financial advisors in the industry hold this distinction.
Mitzi has had the pleasure of developing meaningful, long-term relationships with her clients over the years. While their financial matters are her paramount concern, Mitzi takes the time to get to know her clients as individuals, even friends. With additional resources and staff support, Mitzi is able to focus her time and attention on serving the needs of existing clients with on-going reviews and informational workshops. “The last thing I want to be is an advisor that you (as a client) never hear from.”
Mitzi is a Kansas City native and, having graduated from the University of Kansas, she is also an avid Jayhawk fan. She is very close to her family and proudly displays their photos throughout her office. Her hobbies include running, reading, and spending time outdoors.
Angelica Halls, Client Relations Manager
As the proud mother of two growing boys and married to my high school sweetheart, I appreciate and understand the demands of family life. I feel a true commitment to helping people get the answers they need and having someone to turn to when it matters most. I hope to help Mitzi in servicing her clients in their financial health. From planning and coordinating our educational workshops to providing critical back-office support for Mitzi, I am eager to create a pleasant experience for the clients we serve.
I moved to Overland Park in 2010 and I appreciate the city more each year. I will always be proud of my Denver roots as well as my beloved Broncos, but I have become an avid supporter of the Royals and Sporting KC with my family. I have had the amazing opportunity to volunteer a great deal with my son’s schools and the Boy Scouts of America as well as other causes near and dear to my heart.
(913) 529-2304
Address: 7400 W 130th Street, Suite #100 Overland Park, KS 66213
MS Financial Resources is a division of Midwest Financial Group LLC an SEC registered investment adviser.
As a registered investment adviser, we are now required to provide clients a new Client Relationship Summary document knows as “Form CRS”. This new form, which is available here, is the third part of our Form ADV investment adviser registration statement, so it is also referred to at times as “Form ADV Part 3”.
The purpose of the form is to provide clients with clear and succinct information regarding key aspects of investment advisory and brokerage relationships. The new form includes summarized information about services we provide, fees we charge, how our advisors are compensated, industry practices, etc. It also references where you can find additional information in our Form ADV Part 2 Disclosure Brochure, which we can provide you at any time free of charge, is posted at the website indicated on the Client Relationship Summary or you can access the SEC’s Investment Adviser Public Disclosure (IAPD) system at www.adviserinfo.sec.gov.
We appreciate the opportunity to serve you and welcome any questions you have about our firm or about your account.