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Our Professionals

Alex M. Petrovic III, CFP®

President

Alex Petrovic III is the president of Petrovic Weaver Financial Services, a fee-only financial planning and investment management firm. He is a Certified Financial Planner™ professional with over 10 years of experience.

Alex previously worked for Petrovic Financial Services, Inc. He and Alex Petrovic, Jr. worked together in delivering financial planning and investment management services to their clients. Prior to entering the financial planning industry, Alex worked for The Boeing Company as a lead financial analyst and as a U.S. Peace Corps volunteer in Ukraine.

He is a member of the Kansas City Financial Planning Association. He has been a Rotarian since 2011 and previously served on the board of the Plaza Rotary Club. He is a member of the National Association of Personal Financial Advisors. Alex graduated magna cum laude from Truman State University with a bachelor of science in finance and a minor in economics.

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Sandi Weaver, CPA, CFP®, CFA®

Senior Advisor

Sandi Weaver is a senior advisor at Petrovic Weaver Financial Services. She is a Certified Financial Planner professional with more than 20 years of experience.

Sandi was the founder of Financial Security Advisors in 1993, a fee-only financial planning and investment management firm.

She earned the Chartered Financial Analyst designation, which is the benchmark of professionals in the investment field. She is a member of the Missouri Society of CPAs and serviced as the state chair of the Personal Financial Planning Committee. She also served as chairman of the Financial Planning Committee for the Kansas City CPA Chapter.

She is a member of the National Association of Personal Financial Advisors, the CFA-AIMR (Association of Investment Management and Research) and has served since 2009 on the Public Awareness Committee for the Kansas City Financial Planning Association.

Her recommendations have appeared in: The Asset, Missouri's statewide journal for CPA's, CPA journals for Tennessee, Oregon, and Arizona, Kansas City Business Journal, Thinking Bigger Business magazine, and The Kansas City Star's Money Matters, regular contributor. Her financial advice has aired on KCUR'S Central Standard and Up-To-Date radio shows, regular contributor, and KSHB's TV-41 News, and KMBC TV-9's Community Affairs. She has provided expert witness testimony on financial assets in court cases.

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Alex M. Petrovic, Jr., In Memoriam

June 14, 1948 – February 18, 2017

Thank you to those of you who could attend my father’s funeral. The family and I have spoken with many of you over the past weeks, and we appreciate your kind sympathies, warm and funny stories and the assistance you have given us. All those gestures have helped us remember our Alex with smiles and tears and aided our family in our time of need.

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Jim Stoutenborough, CFP®

Senior Financial Planner

Jim Stoutenborough is the senior financial planner at Petrovic Weaver Financial Services. He is a Certified Financial Plannerprofessional. Jim started with Financial Security Advisors in 2003. He began his career in the financial planning industry in 1994.

Jim focuses on investment planning, reviewing and monitoring the allocations and trading within client accounts along with client retirement plan accounts such as 401Ks, 403b's and annuities reviewing their investments.

Jim graduated from University of Illinois in Champaign, Illinois with a BS in business administration.

Rey Arellano, CFP®

Financial Planning Associate

Rey Arellano is a financial planning associate with Petrovic Weaver Financial Services. Rey joined the team in June of 2016. He is a Certified Financial Planner® professional. He has been with Petrovic Weaver Financial Services since June 2016.

Rey focuses on retirement projections and social security planning, employment benefits, estate planning, insurance, college planning and tax strategies related to each of these areas.

Rey is currently enrolled in an MBA Financial Planning program at California Lutheran with an estimated graduation date of December 2017. He received his BS in Business Management/Marketing from Park University in 2011.

 

Marsy Gordon

Financial Planning Associate

Marsy Gordon is a financial analyst with Petrovic Weaver Financial Services. Marsy joined Financial Security Advisors in 2012.

Marsy focuses on retirement projections and social security planning, employment benefits, estate planning, insurance, college planning, and tax strategies related to these areas.

Marsy worked in insurance for 20 years and managed all aspects of a small business for many years, including accounting and payroll. She attended Kansas State University.

LaDonna Parker

Marketing Associate

LaDonna Parker is the marketing associate for Petrovic Weaver Financial Services. LaDonna joined Financial Security Advisors in 2006.

She produces the firm newsletter, manages the firm's website, arranges firm events and solicits client feedback.

LaDonna served on the Pima Community College Advisory Board for course development in Tucson, Arizona. She graduated from Pittsburg State University in Pittsburg, Kansas.

Jeannine Shaffer

Client Service Associate

Jeannine Shaffer is a client service associate for Petrovic Weaver Financial Services. Jeannine started working for Financial Security Advisors in 2014.

She works on a variety of projects, such as scheduling review meetings, scanning, preparing mailings and client forms. She has a solid knowledge of our technology and office management systems. She is also in charge of money movement for funs requests.

Jeannine attended Kansas State University.

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Ann Kloster

Office Manager

913-385-5523

Ann Kloster is the office administrator for Petrovic Weaver Financial Services. Ann joined Petrovic Weaver Financial Services in November, 2016.

Ann handles the day to day office management and administrative projects for the firm. She has many years of office experience as a paralegal, legal assistant and office manager.

Ann attended Kansas State University.

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Petrovic Weaver Financial Services is an independent SEC Registered Investment Advisory firm​

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Five Star Wealth Manager Award

Alex Petrovic, CFP® is a three-time award winner (2012, 2014 & 2015). The award's criteria are 1) credentialed as an investment advisory representative (IAR) or a registered investment advisor; 2) actively employed as a credentialed professional in the financial services industry for a minimum of five years; 3) favorable regulatory and complaint history review; 4) fulfilled their firm review based on internal firm standards; 5) accepting new clients; 6) one-year client retention rate; 7) five-year client retention rate; 8) non-institutionalized discretionary and/or nondiscretionary client assets administered; 9) number of client households served; 10) educational and professional designations. This award is bestowed by Five Star Professional, an independent third party organization.  

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