Kansas City is our hometown, and we’re proud to say that hundreds of area families have benefited from our hard work, honesty and personal service. Mazuma Wealth Management representatives have over 40 years of combined experience in helping our Members reach their financial goals and dreams — everything from paying off debt to buying a fourth antique jalopy.
We don’t just work for people with big money: we know that most of the world doesn’t start with a $20 million trust fund, but we’d love to help you get started. Mazuma Wealth Management is happy to provide no-cost analytical services and have a comprehensive range of products and services that will help you as you work toward your goals.
Bill Sherman has been in the financial industry since graduating from Dartmouth College in 1981 and returning home to KC. He has been helping Mazuma Members plan their financial futures since 1990. He holds both the Chartered Life Underwriter (CLU) and Chartered Financial Consultant (ChFC) designations.
Bill focuses on the performance of your investments, the insurances that reduce your risks, and the mathematical choices we all must face in our daily lives to educate our children and achieve a secure retirement.
An active member of Rotary International, Bill is the proud father of two grown daughters and has been married to Connie since 1983. He enjoys the outdoors, including golf, canoeing, and fishing, and is a National and World Champion in Masters swimming.
Check Bill’s background on FINRA’s BrokerCheck.
Laura Augspurg is a lifelong KC area resident, attended Lee’s Summit HS, and graduated from Baker University Magna Cum Laude. She is married to a wonderful man, Brian, and together they have 3 children and 4 grandchildren. They have some kids-in-law that are pretty great too!
Laura has been with Mazuma for 17 years. Combining her education from Baker with her experience at Mazuma, Laura was able to advance her career as a Registered Representative, where she is able to more thoroughly help Mazuma’s Members reach their financial dreams.
According to Laura, “Being able to help Member’s with their finances has been awesome. We have the best people at Mazuma, both working here and doing their finances with us. Let me help you on your path to financial success. Schedule an appointment today!”
Check Laura’s background on FINRA’s BrokerCheck.
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We’ll help you figure out how to divide your income between housing, retirement, transportation, education, entertainment, general well-being, and Nutella consumption.
Together we can:
Want to stop working before you’re 92? Even better, want to retire before you’re 92 *and* live the lifestyle you’re used to? We can help you figure out how to make that happen, using Traditional and Roth IRAs, employer-sponsored retirement plans, and debt elimination strategies so that you can get to, and through, your retirement.
We’ll also help you deal with:
We’ll make sure that you’ve got a plan that you understand, with your investments exactly where you want them to be.
This includes investments like:
We have Term, Variable, Whole, and Modified Endowment Plans to protect you and your family.
No pension? We have annuities! It doesn’t sound exciting at first, but it’s pretty cool to get a chunk of change every year for the rest of your life. We have deferred and immediate options as well as potential income guarantees relying on fixed, variable, and indexed contracts.
Already have enough money to pay for your grandchildren’s college educations? We can help you with long-term legacy planning so that you know the rest of your cash will be going where you want it to.
Want to check up on your money the quick and easy way? Access your investment portfolio and more online through CUNA Brokerage Services.