Meet the Team

Lawrence Hamtil has served clients in all aspects of financial services during his career, which started in 2002. In 2005, he joined Dennis Wallace of Fortune Financial Services, LLC, In 2008, Dennis and Lawrence made the decision to become fully independent by founding their own Registered Investment Advisory (RIA), Fortune Financial Advisors, LLC. His financial commentary has been referenced in Barron’s, The Financial Times, The Wall Street Journal, and elsewhere.

You can connect with Lawrence via email at .

I grew up just outside Columbus, Ohio—back when it was mostly farmland turning into suburbs. That small-town Midwestern work ethic was baked into me early, especially helping in my parents’ financial planning practice from the time I was old enough to stuff envelopes. Their business wasn’t just about money—it was about taking care of people in the community, and that stuck with me.

Faith and family were always at the center. I grew up in the church, sang in the choir, and was active in the youth group. I spent summers at the local pool and competed on the swim team in high school. My dad was a Marine, and that sense of duty and service made a deep impression—it’s what led me to serve as a Finance Officer in the Army after earning my degree in finance.

After the Army, I spent over two decades in finance and leadership roles in the corporate world. It was solid, meaningful work—but I kept coming back to what I saw in my parents’ practice: real relationships, built on trust, helping people through life’s biggest financial moments. That’s what brought me back to financial advising.

Now, as a Wealth Advisor at Fortune Financial, I have the privilege of doing just that—partnering with individuals and families to help them retire with confidence, stay aligned with their values, and build a legacy that lasts. I believe it is about more than numbers—it’s about listening, guiding, and walking alongside people through every stage of life.

Outside of work, I’m a boating and scuba enthusiast, an active choir member, a proud parent, and a husband who’s happiest walking through life—and most weeknights and weekends—hand in hand with my wife.

You can connect with Jon via email at .

I was born and raised on the sugar clay of the Loess Hills. Educated in the traditional way, elementary, middle, high, most named after dead presidents. They were simple days when you knew all your neighbors. We walked back and forth to school. We sat down at the end of the day as a family said a prayer and enjoyed a meal my mother had cooked.

I rolled and tossed the news of the day, Council Bluffs Nonpareil and the Omaha World Hearld as soon as I was able. Read quite a few honing my Midwestern worldview. If I delivered your paper chances are I mowed your lawn and shoveled your snow when the grass was gone. I said a few speeches for the Optimist Club. Learned the Optimist Creed a compass I still use today. Speeches about energy, it’s past, present and future, birthed in the backseat of a powder blue rambler in the gas lines of the 1970’s.

Dad worked six days a week to keep everything covered, leaving one important piece to my mother. Come Sunday morning dad still in bed. She would walk my sister and me down to the corner church. They taught me about Spirit, Love, Faith and Forgiveness. Work ethic from my dad and Spirit from my mom. They are still together serving in that same church and living in the same home I grew up in. Did I mention no shower, no dishwasher, no garage…

I am a product the 80’s. Cast my first vote for Ronald Reagan. Started college and got my first “real job”. I attended the University of Nebraska at Omaha which I left early to pursue a career here in Kansas City.

I have now lived in Kansas City (Overland Park) longer than I lived in my hometown. After my internship with the pension administration firm I moved into independent practice aligning with firms big and small. Hung a few awards, helped a few people, learned to make the call.

Today you most likely find me sitting with a friend in my tree house (office), on my front patio in the morning sun crafting that one prefect sentence of an unfinished novel, on bleachers watching my daughters tossing some ball around, or happily and simply mowing my own lawn.

You can connect with Dennis via email at .

Kelli Harpe is a federal retiree and has knowledge and experience to help federal employees with their wealth management in Kansas City as well as help them make the best decisions to achieve a rewarding retirement.

Kelli spent over thirty years in human resources in both the private and public sectors. She recently retired from the Federal Bureau of Prisons where she served as the Regional Human Resource Administrator for eleven years and was responsible for 6,000 staff in 20 institutions.

Kelli is known for her technical expertise in all areas of Human Resources and has extensive experience in federal benefits and staffing. “As a Federal retiree myself, I am looking forward to using my knowledge and experience to help Federal employees make the best decisions to achieve a rewarding retirement.”

Kelli has a reputation to be proud of. She was an Honor Graduate from the Federal Law Enforcement Training Academy in 1992. In 2014, she along with the North Central Regional Office Human Resource team, received the Human Resource Management Division – Special Recognition Award. She was named Administrator of the Year in the North Central Region in 2012 and 2017. In 2018, Kelli was awarded the Human Resource Management Division – Assistant Director Award.

Kelli has lived in Kansas City for the past 14 years. She and her husband Gordon have four children and two granddaughters. In college she was an active member of Delta Delta Delta sorority and remains active in an alumnae chapter in Kansas City. She was also a chartering officer for Gold Key National Honor Society at NAU.

You can connect with Kelli via email at .

Stan has an extensive background in tax and accounting, including a 16-year career as an Internal Revenue Agent with the IRS and is still an instructor for the Becker CPA Exam Review Course.

When not sitting behind a desk, Stan, and his wife, both avid sports fans, enjoy traveling. Some of their favorite excursions include San Diego, Colorado Springs, Guam and Sicily. Stan is a proud veteran of Operation Iraqi Freedom and Joint Task Force Katrina, and the trips overseas were part of his duty as a Chief Petty Officer in the United States Navy Reserve.

You can connect with Stan via email at .

As a Partner and Executive Associate for Fortune Financial Advisors, I bring a background of 17 years in the Financial Industry. I started my career as an Operations Manager with a local financial firm that grew to managing over 100 Registered Representatives. This gave me the unique opportunity to work closely with a variety of clients.

At Fortune Financial Advisors, the close relationships built with our clients allows our team to help those clients define their life decisions and goals. With each of us having our own special style and approach, I feel is what sets us apart from other firms. I like to equate that becoming a client of Fortune Financial Advisors is like becoming a member of our family.

You can connect with Roxanna via email at .