About Us
our Philosophy
At Expedition Financial Services, we believe every financial journey is unique. That’s why we take the time to understand your goals, values, and aspirations before developing personalized strategies designed to help you build, protect, and preserve your wealth. From comprehensive personal financial planning and retirement readiness to estate planning strategies and proactive tax mitigation, our approach is centered
on helping you make informed decisions with clarity and confidence.
Your life goals are the destination. The financial landscape is the terrain. We bridge the gap as your trusted guide for every milestone.
No matter where you are on your financial journey, our commitment remains the same: to provide objective
guidance, meaningful relationships, and strategies tailored to your unique circumstances. We look forward
to helping you navigate today’s decisions while preparing for tomorrow’s possibilities.
Meet Your Team | Community Involvement
Vision
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Mission
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Values
Let’s go together
At Expedition Financial Services, we believe every financial journey is unique. That’s why we take the time to understand your goals, values, and aspirations before developing personalized strategies designed to help you build, protect, and preserve your wealth. From comprehensive personal financial planning and retirement readiness to estate planning strategies and proactive tax mitigation, our approach is centered
on helping you make informed decisions with clarity and confidence.
Visit Us
12920 Metcalf Avenue
Suite 210
Overland Park, Kansas 66213
913-381-5500
expedition@prudential.com
Joshua Derwin, Andy Rao, Connor Middleton, Joshua West, Jeffry Curry, and Zeke Reazin are Financial Planners with and offer securities and investment advisory services through LPL Enterprise (LPLE), a Registered Investment Advisor, Member FINRA/SIPC, and an affiliate of LPL Financial.
Expedition Financial Services is not affiliated with The Prudential Insurance Company of America and its affiliates, including LPL & LPLE. Other products and services may be offered through a non-Prudential entity. 1-800-778-2255.Expedition Financial Services and its representatives do not render tax or legal advice. Please consult with your own advisors regarding your particular situation. Our compensation may be based on a combination of fees and commissions.
Emily Wann, Angela Shuler, Kara Bagunu, and Diane Ellsworth are employed by Expedition Financial Services and not The Prudential Insurance Company of America or its subsidiaries.
“Prudential Advisors” is a brand name for the proprietary retail sales channel of The Prudential Insurance Company of America (“PICA”) and its insurance company and other affiliates (collectively “Prudential”). Prudential Advisors financial professionals are licensed insurance agents of Prudential. Pursuant to a strategic relationship among Prudential, LPLE, and LPL Financial, Prudential Advisors’ financial professionals provide securities brokerage services and/or investment advice on securities solely as registered persons of LPLE, an affiliate of LPL Financial. These financial professionals are permitted to brand under “Prudential Advisors.”
Life Insurance/Health Insurance/Variable Life Insurance: [CA, FL, HI, ID, IL, KS, MN, MO, NY. PA, TN, TX, CO, AZ, AR , WA]
Mutual funds/ Securities: [AL, AZ, AR, CA, CO, FL, GA, IL, KS, KY, Ml, MO, MT, NV, NC, OH, OK, OR, PA, SC, TX, VA, WA, WY]
1077408-00002-00
https://brokercheck.finra.org/