Who We Are

Allos Investment Advisors, LLC (Allos) is a fee-only, independent, SEC Registered Investment Advisor based in Overland Park, Kansas, serving clients locally and nationwide.

 

Allos is owned by the original members and owners of Searcy Financial Services, Inc. The parent firm, Searcy Financial Services was founded in 1976 and is a Fee-Only, fiduciary financial advisory firm, serving high net worth clients. In large part due to the firm’s successes and reputation in their community, Allos Investment Advisors, LLC was created to serve the demand for the institutional investment strategy offered to the clients of Searcy Financial Services, Inc.

 

Allos uses the same investment principles and access to the same exclusive institutional money managers used with the founding firm’s multi-million dollar clients, but is better suited to clients with a net worth less than $3,000,000. Allos clients still enjoy the low fee, conflict-free fiduciary investment management services, but without the integrated wealth management solutions offered by its parent wealth management firm.

 

For more information about Searcy Financial Services, Inc. please visit www.searcyfinancial.com.


Meet Our Team:

 

John C. Fales, CIMA®, AIF® - Principal and Lead Advisor

John C. Fales, CIMA®, AIF®, is a Lead Advisor with Allos Investment Advisors, LLC. He specializes in helping individual investors, their families, and small business owners integrate investment management into their financial plan by providing actively managed portfolios suited to their risk tolerance and unique needs as an investor.  As a Certified Investment Management Analyst®, he oversees qualitative and quantitative analysis and reports technical conditions to our Investment Team which manages asset allocation and security selection decisions.

 

John holds a B.A. from the University of Kansas.  He is an active member and current Treasurer of the Waldo Brookside Rotary Club. He is also a member of the Mercy Ambassadors Auxiliary through Children's Mercy Hospital. During his time at KU he was a member of Theta Chi Fraternity, where he served as a board member for two consecutive years as a Recruitment Chairman and Marshal. While in Theta Chi, he was a four-year participant in Rock Chalk Revue, a student-run philanthropy that raises, on average, $50,000 annually to support the United Way of Douglas County.



David W. Bush, MBA - Vice President of Business Development

David W. Bush is the Vice President of Business Development for Allos Investment Advisors, LLC. He helps connect individuals, families and business owners to the resources at Allos Investment Advisors, LLC that align with their values so they have the ability to feel more comfortable with their finances. Dave holds a Bachelor of Arts from Brigham Young University and a Masters of Business Administration from Western Michigan University.


Dave serves on several committees in his local Chamber of Commerce and is an active member of Rotary where he is a Paul Harris Fellow. He also serves on various committees within his local Boy Scouts of America Troop and is a Community Leadership Board Member for the Kansas City American Diabetes Association.

 

  

  

 

Jessica A. Searcy-Maldonado, AIFA®, CPFA, GFS™, C(k)P®, PPC™ - Chief Compliance Officer

Jessica A. Searcy-Maldonado is the Chief Compliance Officer for Allos Investment Advisors, LLC.  She is responsible for all business activities relating to the operations and compliance of Allos.  Jessica holds a Bachelors of Science in Business Administration from The American University in Washington, D.C.  She currently lives in Peoria, Arizona with her four children.


Jessica has been included in the Kansas City Star's prestigious list of "Women to Watch." For the Financial Planning Association of Greater Kansas City's 2012 Career Day, Jessica presented to help students determine the best fit for their career given their areas of natural strengths and abilities. In Phoenix, Jessica maintains a food handler’s license so that she can volunteer her time doing food prep for The Joy Bus, a non-profit dedicated to relieving the daily struggles of homebound cancer patients with a fresh chef inspired meal and friendly face.

 





Ryan W. Brooke - Financial Planning Associate

Ryan W. Brooke is a Financial Planning Associate with Allos Investment Advisors, LLC. He supports clients and firm-level initiatives by organizing client meetings, collecting client data, responding to client queries and assisting Lead Advisors. His mission is to help improve financial literacy and services for people in all stages of life.

Ryan graduated summa cum laude from University of Missouri, Kansas City with a Bachelor of Business Administration and a financial emphasis.


Ryan is a member of the RayPec Sunrise Optimist Club, a volunteer organization that works to make the future brighter by bringing out the best in children, our communities and in our members.










Allos clients enjoy the low fee, conflict-free fiduciary investment management services.


 
 

  

  

 


John Fales

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David W. Bush

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Jessica Searcy-Maldonado

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Ryan W. Brooke

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