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Alex M. Petrovic III, CFP®

President

As of September 2015, 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. for 10 years. He joined his father and Petrovic Financial Services, Inc. in March 2005. He and Alex Petrovic Jr. worked together in delivering financial planning and investment management services to their clients.

Prior to joining Petrovic Financial Services, Inc., Alex served as a U.S. Peace Corps Volunteer in Yalta, Ukraine, for more than two years. He taught business and communications at Crimean State Humanitarian University. Before the Peace Corps, Alex worked at The Boeing Company and was the lead financial analyst for the 717 passenger jet and Russian Regional Jet development programs.

Alex graduated magna cum laude from Truman State University with a bachelor of science in finance and a minor in economics. He is a member of the Financial Planning Association's Kansas City chapter.

He has been a Rotarian for over five years and currently serves on the board of the Kansas City Plaza Rotary Club. Alex served three years as chairman of the Youth Leadership Institute, a hands-on leadership training program designed to help local high school students be leaders in their schools and communities. He also served his fraternity, Beta Theta Pi, in a number of capacities, most recently as Regional Chief overseeing 14 chapters across 7 states.

Alex is an alumnus of Rockhurst High School. He enjoys reading, traveling and snowboarding. He is married to Dasha Skrypka, whom he met while living in Ukraine. They currently reside in Brookside, Missouri.

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.

Sandi Weaver, CPA, is a Certified Financial Planner™ certificant, and has worked in the industry since 1987. Sandi has earned the Chartered Financial Analyst® designation, which is the benchmark of professionals in the investment field. CFA® charterholders master complex studies in portfolio management, quantitative analysis, businesses, stocks, bonds, and economics. The CFA® designation is often required for managers of mutual funds, research analysts on Wall Street, and institutional money managers.

Sandi's professional affiliations include:

  • The National Association of Personal Financial Advisors, a select group of fee-only advisors. This association grants membership only after approving the work of professionals demonstrating expertise in comprehensive financial planning.
  • The Financial Planning Association, Kansas City chapter.
  • The Missouri Society of CPAs. She has served as State Chairman of Personal Financial Planning for the Society, as well as chairman of Personal Financial Planning for the Kansas City Chapter. She has also served as President of the 1,800-member Kansas City Chapter.
  • The CFA® Institute.  Sandi is one of 19,000 female financial advisors who have earned the Chartered Financial Analyst® designation. 19% all CFA® charterholders are women as of 2012.

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.

She has spoken on sound investment management and financial planning issues to: the Kansas City and the Central Missouri Chapters of the Missouri Society of CPAs, Central Exchange, a KC organization for professional development, Johnson County Young Matrons, and The Women's Center at the UMKC.

Sandi has served on the Foundation Board of the Metropolitan Lutheran Ministry, and on Harvesters' Investment Committee.   At her church, she serves on the Finance and Endowment Committees, and ushers on Welcome Team #3!.

Alex Petrovic Jr., CFP®

Senior Advisor

Alex Petrovic Jr. is a senior advisor at Petrovic Weaver Financial Services. He is a Certified Financial Planner™ professional with over 30 years of experience.

He entered the financial services field as a Financial Advisor in 1983, and in January 2002 he established Petrovic Financial Services, Inc. In October 2015, he merged the operations of his firm with Petrovic Weaver Financial Services. He continues to serve his clients via the new, merged firm.

Alex is a Certified Financial Planner™ professional. The CFP® certification is the most widely recognized professional mark in the financial planning industry. The CFP® certification process includes demanding education, examination, experience and ethical requirements. Alex earned his certification in 1988. He is also a member of the Financial Planning Association's Kansas City chapter and currently serves as its Treasurer.

Over the years, Alex has served several charitable organizations. He was past president of the Plaza Rotary Club, Volunteer of the Year for the Marillac Home for Children, Volunteer of the Year for the Bridge Home for Children and board president of the Bridge Home for Children. Currently, he volunteers at Kansas City Catholic Worker House, is a board member of the Bridge Home for Children, a member of the Downtown Kansas City Rotary Club and Chairman of the Investment Committee for the Club’s Foundation.

Alex graduated from Benedictine College in 1970 with a liberal arts degree. He resides with his wife Peggy F. Petrovic in Prairie Village, Kansas. He has two sons, Alex III and John.

Jim Stoutenborough, CFP®

Senior Financial Planner

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

Jim produces individually tailored, in-depth retirement projections and manages 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 began his career in the financial industry at Waddell & Reed on November 2013. There, Rey created and implemented financial plans, which included retirement, investment, education, and estate planning. He also covered insurance needs, such as life, long term care, and annuities.

Before joining the industry, Rey enlisted in the Air Force from 2007 to 2013. While serving as a Staff Sargent, he supervised radar maintenance teams in support of operations in Iraq and Afghanistan. Rey has been stationed in Oklahoma, South Korea, and Italy.

Rey is currently enrolled in a CFP/MBA program at California Lutheran with an estimated graduation date of January 2017. He received his BS in Business Management/Marketing from Park University in 2011. He and his wife are avid bikers and runners, and love to go to Sporting KC games.

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 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 a small business for many years, handling the accounting and payroll. She attended Kansas State University.

LaDonna Parker

Strategic Planning Director

LaDonna Parker is the strategic planning director for Petrovic Weaver Financial Services. LaDonna joined Financial Security Advisors in 2006.

When the firm tackles a major project, such as a paperless office, she researches and plans our steps. She researches ways for the firm to use technology more effectively and efficiently.

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.

Jeannine 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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