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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

carlose@storehouseplanning.com

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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