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    Our Firm

    You’ve worked hard to enjoy your retirement, and you deserve confidence and independence. We can work with you to help manage it from potential risks.

    At It’s Your Money, it’s our mission to help retirees and pre-retirees prepare for their futures by crafting tools and strategies that work for them every day of every year. We are dedicated to helping our clients create and enhance strategies that help you meet your financial needs by only making recommendations that are in your best interest.

    We proudly serve our clients by offering the following services: retirement income strategies, annuities, life insurance, asset protection, tax-minimization strategies and long-term care.

    Plus, through our relationships with CPAs and attorneys, we are able to help our clients address their legal and accounting needs. Our total estate planning extends beyond lifetimes to leave lasting legacies for generations.


    Dave Thompson | Founder

    Dave Thompson takes the time to understand his clients’ unique life situations before connecting them with products and strategies to specifically meet their financial needs and life goals. Dave is dedicated to serving his clients to the best of his ability and has successfully helped hundreds of people and their families live fulfilling lives over the past 17 years.

    Dave’s purpose and passion as an insurance professional licensed in Missouri and Kansas is to inform and empower his clients, helping them understand that they may be able to experience the retirement they deserve. Dave pulls on his extensive experience and industry knowledge to custom tailor strategies that fit his clients’ needs.

    The host of “It’s Your Money” on KFEQ 680 AM every Saturday from 6:30 to 7:30 a.m., Dave encourages others to become informed and learn how to manage their financial future.

    He was raised in a very strong faith-based family and lives his life accordingly, with the most inspirational people in Dave’s life being his mother and father. He is inspired by their love and unwavering commitment to honesty, integrity and hard work every day. His mother’s words to “live each day guided by your highest sense of right” never leave him. Dave loves working with his clients because they are constantly teaching and sharing their experience and wisdom with him, and he continues to grow and learn, just as he did with his parents.

    Outside of the office, nothing is more important to Dave than sharing life with his beautiful wife, their families, two beautiful daughters and wonderful son.

    Heather Herring
    Senior Producer | Investment Adviser Representative

    Giving someone confidence in their retirement is Heather Herring’s passion and calling. 

    While she began her career in accounting, Heather knew she did not want to work with numbers alone. She wanted to help people beyond the calculations. Compassion, honesty and integrity, along with a Christian foundation, come naturally to Heather, and after coming to It’s Your Money in 2013, she quickly fell in love with her work. She strives to treat every person who walks through the door with the same compassion and respect that she shows her own parents.

    Heather holds insurance licenses in Kansas and Missouri and has passed the Series 65 securities examination.

    Originally from Chicago, Heather has lived in the Kansas City area for more than 20 years. Her growing family keeps her on her toes and counting her blessings.

    To schedule a time to discuss your financial future and the possible role of insurance or investment products in your retirement strategy, contact us at dave@itsyourmoney.net, or heather@itsyourmoney.net or call us at 816.259.5096 today!

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    Talk to your financial professional and your tax advisor about how Social Security benefits can fit into a complete retirement income strategy. Financial professionals are able to provide you with information but not guidance or advice related to Social Security benefits. We are not affiliated with the U.S. government or any governmental agency.

    These financial calculators are designed as educational tools to help you estimate answers to common financial questions. They are not intended to predict future returns or results, nor do they represent the performance of any specific investment or product.

    Who we are + Our Focus
    meet dave thompson & Heather Herring
    Dave is dedicated to serving his clients using his God-given abilities and has been blessed to have helped second- and third-generation families lead fulfilling lives.
    » Learn More About Us
    Radio Show
    “It’s Your Money" with Dave Thompson
    Saturdays: 6:30 - 7:30 a.m.
    680 KFEQ
    » listen online
    Our Services
    Instead of focusing on just one aspect, we focus on the entirety of your needs and collaborate with you to create a long-term strategy with common-sense solutions.
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    Privacy Policy | Terms of Use

    We are an independent financial services firm helping individuals create retirement strategies using a variety of investment and insurance products to custom suit their needs and objectives.

    Investment advisory services offered only by duly registered individuals through AE Wealth Management, LLC (AEWM), a Registered Investment Adviser. AEWM and It’s Your Money are not affiliated companies. Neither the firm nor its agents may give tax or legal advice. You should consult with a qualified professional before making a purchasing decision.

    Investing involves risk, including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values. None of the information contained on this website shall constitute an offer to sell or solicit any offer to buy a security or any insurance product.

    *Any references to protection benefits or steady and reliable income streams on this website refer only to fixed insurance products. They do not refer, in any way, to securities or investment advisory products. Annuity guarantees are backed by the financial strength and claims-paying ability of the issuing insurance company. Annuities are insurance products that may be subject to fees, surrender charges and holding periods which vary by insurance company. Annuities are not FDIC insured.

    The information and opinions contained in any of the material requested from this website are provided by third parties and have been obtained from sources believed to be reliable, but accuracy and completeness cannot be guaranteed. They are given for informational purposes only and are not a solicitation to buy or sell any of the products mentioned. The information is not intended to be used as the sole basis for financial decisions, nor should it be construed as advice designed to meet the particular needs of an individual's situation.

    Any media logos and/or trademarks contained herein are the property of their respective owners and no endorsement by those owners of Dave Thompson or Heather Herring or It's Your Money is stated or implied.

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