Meet The Team
The team behind Wise Choices Financial is made up of qualified financial professionals who are passionate about helping individuals and families make their money serve their life goals.
Mark A Squires
As the founder and owner of Wise Choices Financial, LLC, Mark is focused on helping clients work toward their retirement dreams through a well-thought-out financial strategy for retirement.
Since 2002, Mark has been helping individuals and families prepare for a more confident financial future. His main focus is helping those 55 and older with life insurance, final expense insurance, long-term care insurance, identity restoration plans and basic financial advisory services. His practice specializes in all types of Medicare-related health and drug plans, tailored specifically to individual needs.
Mark believes in researching the needs of his clients and developing a customized strategy to fit each person’s individual circumstances and needs.
He has passed the Series 66 securities exam and holds licenses in life and health insurance as well as variable contracts in Missouri, Kansas and several other states. He is registered as an Investment Adviser Representative and regularly appears on “Moneyline with Peter Newman” on Saturday afternoons on 98.1 KMBZ FM.
Mark has two grown children. He and his wife, Tina, live in Independence, Missouri, with Snickers, the Wonder Dog. In his free time, Mark enjoys gardening, roller skating, family time and home remodeling.
Cassie is the 'Office Administrator/Marketor,' focused on helping individuals achieve their goals. She was born in Bamberg, Germany while her father served in the United States Army. Upon returning to the states, she was raised in a small town close to Fort Riley, KS.
Cassie has spent many years volunteering her time with local organizations including nursing homes, schools, and the American Legion Auxiliary. She was also heavily involved with the dance studio that she had attended since the 2nd grade. It eventually led her to teach dance for five years, where she found her true passion helping individuals grow and achieve their goals.
In December of 2018, Cassie married her best friend, Chris. They recently moved to the Kansas City area and are still settling into their first home together, in Blue Springs. Cassie and Chris are proud "parents" to their dog, Zeus, and cats Rory and Luna.
In her spare time, Cassie enjoys baking, board games, and spending time with her friends and family.
As an agent at Wise Choices Financial, LLC, Steve helps support individuals with their specific insurance needs through a people first approach.
Steve grew up on a farm in Wilson, Kansas, with his parents, Steve and Sherry, and his brother and sister, Sasha and Stacy. After graduating with a bachelor’s degree in business administration from Kansas State University in 2012, Steve spent the next seven years as a general manager for the largest coffee retailer in the United States. He currently holds licenses in life and health insurance in Kansas and Missouri.
In an effort to give back to his community, Steve has taught job readiness courses at Kansas City Public Schools and volunteered his time with Harvesters, the Alzheimer’s Association and Midwest Animal ResQ.
Steve married the love of his life, Amanda, in May of 2015. They relocated to Kansas City in October of 2015 and live there with their three dogs, Brodie, Maisie and Puppy.
When he’s not helping clients, Steve most enjoys spending time with Amanda and their dogs. He also enjoys Kansas State sports (EMAW!), KC sports, and playing guitar and piano. He even makes time to visit the family farm.
Client Services Representative
Bonnie is our 'Client Services Representative,' focused on providing the absolute best customer service possible. Bonnie was part of the team several years and has now joined us again in September. She is so excited to be back with the team, working a couple days a week.
Bonnie was born in Princeton, MO and has resided in the Kansas City/ Independence area since she was five. At 5 years of age, she kept singing the song “I'm Going to Kansas City”. That song inspired her mother and father to seek employment in Kansas City. The rest is history.
Bonnie has worked in the medical field for over 26 years and has been very much involved and volunteered in the community. She and her husband have been pastors of a church in the Kansas City area and have been involved in care ministry for several years.
Bonnie has been happily married for 51 years this October, to the love of her life, Claude. They have recently retired from full-time ministry positions and love the joy and freedom of being together. They have one daughter and 3 grandchildren.
Bonnie loves hearing people’s life stories, sharing time with friends, and enjoying her grandchildren.
She is a firm believer of Wise Choices Financial because of the advice and wisdom that Mark has given her. It has been a major help to both her and her husband.
Pat is joining our group as an insurance agent focusing on Senior’s insurance needs.
She was born on July 4th and our country celebrates her birthday every year with big displays of fireworks and good food. Pat grew up in Jasonville, Indiana, with her brother, where her father was pastor of a nearby country church. Life wasn’t always easy, as she still remembers the outhouse and wash tub baths.
It was while attending Central Bible College, in Springfield, MO that she met her future husband, Ron. They were married in 1966. After two children and several moves, she returned to CBC to complete her B.A. degree in Christian Education in 1976.
Pat helped Ron with various types of church leadership activities in a number of different parts of the country. In 1991, they moved to Kansas City.
When Chick-fil-A came to the area, Pat worked as an opening manager for her son-in-law’s store in Independence in 2008.
Ron and Pat have three children—Chrystal, Ron Jr, and Andy. This year they celebrated their 54 year of marriage. They also have six grandchildren and one dog.
When Pat is not helping Seniors with their Insurance needs, she enjoys volunteering at her church working with preschool children.
Social Media Marketing Specialist
Jocelyn was born in Los Angeles, California and moved to the Kansas City/Independence area at the age of 6. She grew up helping her parents at their family-owned Mexican restaurant and convenient store, The Plaza Market and Restaurant located on the Englewood Plaza in Independence.
She attended Northwest Missouri State University (Go Bearcats!) and graduated in the spring of 2019 with a degree in Communications and an emphasis in Public Relations. She found her love for all things creative when she was hired as Multimedia Editor at The Northwest Missourian, the campus newspaper. She covered the national championship football team and traveled to all games to film highlight videos and report on the post-game press conference. She then worked for Northwest’s marketing department as the social media intern, where she got to manage all of Northwest’s social media presence and even dressed up as the mascot, Bobby Bearcat, for creative marketing content. With her time at Northwest, she was able to sharpen her skills in photography, videography, social media marketing, design and much more, making her a jack of all trades, or what she likes to call herself “Joce of All Trades”.
Outside of work, she stays involved in the advertising and marketing community as a member of the Kansas City Advertising Club. She volunteers her time and skills on their Public Service Committee board, which helps local nonprofit organizations with free marketing and advertising work.
Outside of work and Ad Club meetings, she enjoys watching Kansas City sports, crafting, painting, and hanging out with friends, family and her cat, Milo.
The History of Wise Choices Financial
I went through a several year period during which I lost every family member I had except for my children. As the youngest in the family I was the one who had to deal with everything. From VA benefits to Medicare to Medicaid to Pension Plan Payment Elections to 401(k) allocations to estate planning not done at all and Estate Planning done horribly wrong. I had to leave my job as a Parts Manager for the Great Dane Trailer Dealership to take care of my dad’s estate.
That time was like living life in front of a fire hose, but God wired my brain to understand it.
The one thing each of them had in common is that none of them was prepared, at least in the “affairs” department.
When that time had ended, and it was time to go back to regular work it occurred to me that perhaps God had allowed me to go through that time to prepare me for a higher calling. On December 16, 2002 I started a business through which I could help others prepare for or navigate the path I had walked alone.
That lends itself to the insurance and financial planning business. I chose to open this company independently of any insurance company because I wanted to be able to help people without a sales manager in another state telling me to “SELL, SELL, SELL”. It was tough in the beginning and I worked a lot of extra jobs to stay true to my mission.
After a few name iterations I finally chose “Wise Choices Financial” when the phrase “Wise Choices Today Means No Regrets Tomorrow” came to me. Today we occupy a 2600+ sq. ft. professional office and have a team of 7 and are growing.
- Mark A Squires, President of Wise Choices Financial
The History of The Medicare Whisperer™
Several years ago, a woman was referred to me seeking help with her Medicare choices.
She was recently and suddenly widowed and subsequently dropped from the group health insurance through her husband’s business partnership.
When she walked into my office her body language was tense. She was understandably frightened and distrusting. She had been through a lot. I took extra time education her about how Medicare works and how it would work for her, specifically.
As I went through the education process, I watched her body language soften and heard a bit of calm enter her voice.
Over the period of about 90 minutes we went over everything from the basics of Medicare to her lifestyle, health, and budget. I helped her make an informed and educated decision about what was right for her, while keeping flexibility in her plan…just in case.
When the meeting was over, she offered to pay me, (I never charge for Medicare consultations), and I told her that was not necessary because the insurance company was going to pay me a commission. She asked if she could give me a hug. I said “yes”. As she gave me the gentlest of hugs, she said “Do you know what you are?” Perplexed, I asked what she meant.
She said you’re “The Medicare Whisperer” ™.
I trade marked the term that day and have proudly used that name ever since. It’s not just a made-up marketing term, it was a name given to me by a client…a widow. What could be better than that?
Now I have an entire team who make up “The Medicare Whisperer” ™ team. We don’t work for Medicare. We’re insurance brokers. When people have Medicare questions, we have Medicare answers.
-Mark A Squires, The Medicare Whisperer™