Meet Your Team
Better Decisions Begin with Better Collaboration
Because your future deserves more than one perspective.
At Expedition Financial Services, we believe no one advisor can be an expert in every aspect of your financial life. That’s why we’ve built a collaborative team of specialists who bring deep expertise in their respective disciplines while working together to develop strategies tailored to your unique goals.
Rather than offering isolated advice, our professionals coordinate every recommendation so that your investments, retirement planning, tax strategies, estate planning, and business decisions work together as one comprehensive financial plan. This integrated approach helps uncover opportunities that might otherwise be overlooked while reducing costly gaps or conflicting advice.
Financial Planning Specialists
Joshua Derwin, MBA
Investment specialist
For Josh, financial planning is personal. Witnessing two very different retirement experiences within his own family reinforced his belief that financial confidence is built through preparation, intentional decisions, and a clear plan. With more than 20 years of experience, Joshua specializes in comprehensive financial planning, retirement planning, investment management, and estate planning coordination. He is passionate about helping clients navigate life’s transitions with clarity and confidence. Outside the office, Joshua enjoys spending time with his wife, Vicky, their children, mentoring through his church, and sharing his enthusiasm for cars.
CA Insurance License # 0145526
Andy Rao, CEPA®
Small Business & Tax Mitigation Specialist
Andy is a Financial Planner and Certified Exit Planning Advisor (CEPA®) who helps individuals, families, and business owners make confident financial decisions through thoughtful planning. With more than 12 years of experience, he specializes in retirement planning, tax-aware strategies, business planning, and estate planning coordination. Andy believes lasting success comes from discipline, intentionality, and a long-term perspective. His goal is to simplify complex financial topics and help clients stay focused on what matters most. Outside of work, Andy enjoys spending time with his wife, Kelsey, their dog Luna, golfing, cooking, and supporting the Kansas City Chiefs.
[email protected]
AR Insurance License # 01734029
Jeffry Curry, RICP®
Retirement planning specialist
Jeff is a Financial Planner and Retirement Income Certified Professional (RICP®) whose approach is grounded in service, leadership, and trust. Prior to entering the financial industry, Jeff served 21 years in the United States Marine Corps and completed a 20-year career in law enforcement, including service as Sheriff. Today, he helps individuals and families navigate important financial decisions and build retirement strategies aligned with their goals. Jeff believes every successful plan begins with listening and understanding what matters most. Outside of work, he enjoys traveling, spending time outdoors, mentoring veterans, and being with his wife and four adult children.
Joshua West
Protection and Estate Planning Specialist
Josh is a Financial Advisor dedicated to helping individuals and families create financial strategies that support their long-term goals and values. He provides guidance in retirement planning, investment management, insurance planning, and estate planning coordination. Joshua believes successful planning starts with understanding each client’s priorities and maintaining open communication throughout the relationship. Through ongoing reviews and personalized guidance, he helps clients stay informed and confident as their needs evolve. He encourages clients to bring questions and concerns to every conversation so they can move forward with greater clarity and confidence.
[email protected]
AR Insurance License #18800790 | CA Insurance License #4309587
Connor Middleton
Business Operations & Application Specialist
Connor Middleton helps clients turn meaningful goals into actionable financial plans and stay on course through life’s changes. With a decade of experience in financial planning, he is committed to helping clients feel supported, informed, and confident about the future. Connor specializes in financial planning and estate planning coordination, focusing on long-term relationships built on trust and communication. He believes successful planning begins with listening and understanding each client’s unique goals and priorities. Outside of work, Connor enjoys spending time with family, working outdoors, following Kansas City sports, and preparing for life’s next adventure with his growing family.
Partnering Advisors & Staff
Zeke Reazin
Financial Advisor
Zeke helps individuals and families build a strong financial foundation with confidence. He specializes in making financial planning approachable, providing clear guidance, and empowering clients to understand their options and take meaningful steps toward their goals.
Chris WhiteheaD
Financial Advisor
Christopher is dedicated to helping individuals and families make confident financial decisions through personalized planning and trusted guidance. By taking the time to understand each client’s unique goals and priorities, he develops customized strategies designed to support long-term financial success and peace of mind.
CJ Reinhard
EFS House Advisor
CJ helps clients build confidence through retirement, investment, and tax-aware planning with a strong focus on risk management. Outside the office, he enjoys fishing, camping, cheering on the Chiefs, and spending time with his fiancée and family.
Emily Wann
Director of Operations
Emily oversees operations and team management, helping ensure clients receive a seamless experience. With a background in leadership and a passion for serving others, she enjoys spending time with her family, exploring nature, and caring for her three cats.
Diane Ellsworth
Senior Client Services Specialist
Diane is known for her reliability and commitment to efficient client service. She focuses on ensuring every request is handled promptly and accurately, helping clients feel supported while enjoying opportunities to travel and explore new places.
Kara Bagunu
Client Services Specialist
Kara specializes in onboarding and account servicing, helping clients navigate processes with confidence. Known for her responsiveness and attention to detail, she enjoys spending time with her husband and pets, reading, crafting, and playing piano.
Angela Shuler
Client Services Specialist
Angela is often the first friendly voice clients hear when contacting EFS. She enjoys helping people connect with the resources they need and spends her free time with family, grandchildren, friends, and her church community.
Austin Doss
Executive Assistant
Austin focuses on creating efficient, streamlined experiences for clients while ensuring questions are addressed before they become obstacles. His proactive approach, problem-solving mindset, and commitment to service help keep processes moving smoothly and effectively.