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6300 North Revere Drive
Suite 265
Kansas City, MO 64151

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Carlose Estes

(816) 844-3945

 

Team

Storehouse Planning offers assistance from both Financial Professionals, and Insurance Agents.  Our goal is to help ensure we are able to take a well rounded view of your needs.  Our team approach is used to ensure we develop a comprehensive plan that addresses your goals and objectives for today while managing and protecting your assets for tomorrow.  Our collective review of each client's goals and objectives only adds value to our ability to be a trusted resource for all of your asset management needs.  Storehouse Planning and Cetera Advisors are committed to you.   We look forward to hearing from you regarding how we can help. 

 

Carlose Estes

Registered Representative

816-844-3945

816-359-3114

Father of three and husband to Susan for almost sixteen years, I am a graduate of the Bloch Business School at UMKC. I am an avid volunteer. Currently, I am the President of Platte County SERTOMA, Chair of Economic Development for the...

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Susan Estes

Insurance Advisor

816-741-2650

816-359-3114

I am currently an insurance advisor for Storehouse Planning. I began my insurance career eight years ago as an agency owner with one of the major national carriers. This gave me the opportunity to intimately understand more about the...

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