The Pathway Financial Education Team

LaTasha Jacobs is a dedicated professional who has spent more than a decade shaping the financial landscape of Kansas City. With a wealth of experience in the banking industry, she served as the Community Development Banker at UMB, one of the region’s largest local banks. In this influential role, Jacobs leveraged her expertise to assist clients in finding tailored banking solutions that aligned with their financial aspirations.

 Beyond her role in banking, Jacobs actively contributed to her community by offering regular financial education courses and technical assistance. Her commitment extended to providing essential resources for the underserved communities of Kansas City. With a background in branch leadership and operations, Jacobs possessed a deep understanding of the financial services industry, honed over more than 10 years.

 Raised in Wyandotte County, Kansas, Jacobs cultivated her passion for community service early on. During her high school years at FL Schlagle High School, she dedicated her time to working with non-profit organizations, fostering a sense of purpose in advocating for individuals and communities striving for financial empowerment.

Now, as she steps into the role of Executive Director, Jacobs looks forward to deepening her connections with various organizations and partners. She aims to provide accessible support to the community, as she understands their unique needs firsthand. With open doors and an empathetic approach, Jacobs is poised to make a significant difference, bridging the gap between individuals and their dreams of financial security and independence.

Peter Mallouk is the President of Creative Planning and affiliated companies, which provide comprehensive wealth management services to its clients, including investment management, financial planning, charitable planning, retirement plan consulting, tax, and estate planning services. Peter graduated from the University of Kansas in 1993 with four majors, including degrees in Business Administration and Economics. He went on to earn a law degree and Master of Busineses Administration in 1996, also at the University of Kansas.

Peter is the founder, current executive board member, and former five-year Chairman of KC CAN!, an organization of volunteers dedicated to improving the quality of life of children in Kansas City. Peter is a recipient of the Ernst & Young Entrepreneur of the Year Award. Peter and his wife Veronica are the recipients of the Giving the Basics Human Dignity Award for their contributions towards helping those less fortunate meet basic needs, and recipients of the Variety Presidential Citation Award for their work supporting those with special needs. Peter has served on Boards of Pathway to Hope, American Stroke Foundation, St. Michael’s Finance Council, Kansas City Hospice and KCCAN!

Peter and his wife have three children and reside in Leawood, Kansas.

Vince Clark is a vice president of business development at Creative Planning, LLC., an independent financial advisory firm headquartered in Overland Park, Kansas.

Vince has more than 25 years of experience in corporate finance and investment banking. Prior to joining Creative Planning, he held several executive and senior-level positions in domestic and international finance at some of the largest banks in the world, including JP Morgan Chase, HSBC and the Royal Bank of Scotland. Vince was the owner and chief executive officer of a boutique capital advisory services company in Kansas City, and vice president and treasurer of H&R Block, Inc.

Vince is actively engaged in philanthropic and community services. He serves as Chairman of the Board of Trustees of Park University in Parkville, Missouri, treasurer and chairman of the Finance Committee of Children Mercy Hospital’s Board of Directors in Kansas City, Missouri and a Fellow of Leadership Greater Chicago, Chicago, Illinois.

Vince has a bachelor’s degree from the College of Charleston in Charleston, South Carolina, and a master’s degree from the University of Minnesota in Minneapolis, Minnesota.

Vince resides with his wife and two children in Kansas City, Missouri.

Ryan Adams is the Manager of Paraplanning and Senior Financial Planner at Creative Planning, LLC. Ryan has always had a passion for helping others, which led to him to his current role at Creative Planning of developing associate financial planners and advising clients on comprehensive financial services and solutions. Ryan is actively engaged in philanthropic and community services and served as an instructor and mentor at Pathway Financial Education before joining our board.

Ryan graduated from Kansas State University with a Bachelor of Science and Master of Accountancy degrees. He is a Certified Public Accountant and a CERTIFIED FINANCIAL PLANNER™ professional.

is a Certified Public Accountant and Tax Director. Experienced in a variety of tax areas, Kara especially enjoys working directly with individuals, closely-held businesses, and their philanthropic priorities. She helps her clients fully understand their tax situation and tax implications of their financial plans and goals. She strives to make the tax process for her clients understandable, simple, and seamless so all feel confident and knowledgeable about their personal tax situation.

Kara graduated from the University of Missouri Kansas-City with a Bachelor of Science in Accounting. She has worked in public accounting during college and since graduating.

Nick Jacobson is the Chief Marketing Officer at Creative Planning, an independent financial advisory firm headquartered in Overland Park, Kansas.

Nick has over 20 years of marketing experience in financial services. Prior to joining Creative Planning, he was a Vice President of Marketing for Edelman Financial Engines. He has worked in the Registered Investment Advisor (RIA) industry for over 15 years, and this is where his passion grew to help everyone have a better financial future. Before being in the RIA industry Nick worked at H&R Block, where he launched a new division focused on small business owners.

Nick earned his Bachelor of Science degree in business administration from the University of Kansas, where his two adult children now study. Nick resides with his wife and two goldendoodles in Leawood, Kansas.

Pathway Financial Education is Nick’s first non-profit board position. It aligns perfectly with his passion to help others have a better financial future.