Shaun Kellar

Wealth Consultant
Overland Park, KS

How I help . . .

My role provides the opportunity to solve a variety of client challenges. As a wealth consultant focused on holistic financial planning, many levers require strategic recommendations before they are pulled.

A client’s husband unexpectedly passed away and left her to pick up the pieces with the finances. She was anxious about the financial decisions as she never attended meetings with a previous advisor. She was unsure how much money the family had, how to take tax-efficient distributions for income, what would happen if she entered skilled nursing, and how to ensure a legacy was left to her children.

We discussed financial terms and building a goals-based plan focused on her immediate needs. The client’s strategy allowed her to reduce taxes using a long-term approach to Roth conversions, tax-loss harvesting, establishing a Donor Advised Fund for appreciated stock, and contributing to her children’s college fund. The additional implementation of risk management and estate planning put her on a strong financial foundation for future success.

“I am a husband and father to three wonderful children. My passion is helping others solve their needs through holistic financial planning."

Q&A with Shaun

What does above + beyond mean to you?
Add value to the relationship by providing the best experience possible. Take the initiative to help without expecting anything in return.
What activity plays an important part in your life?
Running is an important activity in my life. The early morning runs bring clarity, calm, and a recharge of endorphins.
What type of books do you read?
I typically read biographies, autobiographies, foreign affairs and economics books.
What is your favorite food?
I enjoy a good steak.
What are you most proud of and why?
I am most proud of my wife and three children. My wife found her calling to be a teacher which is a challenging career. Our children have such inquisitive minds and desire to learn. As a father and husband it inspires me to be the best version of myself everyday.

Life Outside the Office

Hobbies & Interests

  • Running
  • Golfing
  • Reading
  • Watching college & professional sports
  • Spending time with family

Frequented Websites

  • ESPN
  • Yahoo Finance
  • WSJ
  • KC Business Journal
  • Foreign Affairs

Little Known Facts

  • I played the piano.
  • I’ve renovated investment properties.

My Professional History


  • Overland Park Chamber of Commerce


  • Missouri State University
    • Bachelor of Science, Business
  • University of Phoenix
    • MBA

Work Highlights

  • Year joined Adams Brown: 2022