B3 Wealth Management Group
Bryan B Buckley
Wealth Management Advisor|CFP®
Get to know our dedicated team
The B3 Wealth Management Group team takes customer service very seriously. Together, we are committed to providing exceptional care to all of our clients.
If you need to schedule an appointment, make changes to your policy or account, submit a claim or request any other service, please let us know. We will respond promptly.
Joy C Smith
Director of Investments and Operations
Joy holds a degree in Communication Studies from the University of Iowa. She has been in the financial services field since 2004 and began working with Bryan in May 2006. She is an Associate Wealth Management Advisor and holds her state life and health licenses as well as her Series 6, 63 and 7 licenses.
Joy's responsibilities on Bryan's team include overseeing all investment processes and ensuring that the commitments made during your insurance and investment planning process are fulfilled. She also oversees various aspects of the practice's day to day operations.
Joy lives in Overland Park with her husband, Seth, and their 2 kids.
Jenni L Pierce
Director of Insurance Operations and Services
Jenni graduated from Kansas State University with a degree in Marketing. She has been with Bryan since September 2011. She holds her state life and health licenses as well as her Series 6 and 63.
Jenni lives in Lenexa with her husband, Brad, and their 2 boys.
Jenni handles insurance service and oversees the underwriting process. If you have any questions regarding your insurance policy, please contact Jenni.
Ashley M Chmiel
Lead Client Service Administrator - Investment Operations
Ashley holds an Associate's degree from Milwaukee Area Technical College. She joined B3 Wealth Management Group in June 2021.
Ashley lives in Overland Park with her husband, Richard, and their 2 kids.
Ashley handles Bryan's calendar, appointments and scheduling. If you want to schedule a meeting with Bryan, please contact Ashley.
About Bryan Buckley, CFP®
Bryan has been representing Northwestern Mutual since 2001.
Bryan is a member of NAIFA, the National Association of Insurance and Financial Advisors. He is a recipient of the NAIFA National Quality Award. NAIFA's longest-standing award, the National Quality Award recognizes NAIFA members for competence and dedication as indicated by their persistency records. Those who qualify for the NQA understand their clients' needs. The policies they sell remain in force for when their clients need them most.
CFP® Certification
Bryan earned his CFP® certification in 2006. The CERTIFIED FINANCIAL PLANNERTM (CFP®) certification is one of the most recognized financial planning marks in the world. CFP® certification identifies to the public those individuals who have met rigorous professional standards and have agreed to adhere to the principles of integrity, objectivity, competence, fairness, confidentiality, professionalism, and diligence when dealing with clients. The certification differs from an educational designation or state license in that it is based upon requirements that have been determined by extensive job analyses of actual practitioners in the field, and therefore, continue to evolve with the profession. The CFP® certification prepares the financial services professional for a career-long commitment to meeting the ever-changing financial needs of clients.
Personal Story
Bryan grew up in Olathe, Kansas and graduated from Olathe South High School. He attended Dodge City Community College to play baseball then transferred to the University of Kansas to complete his degree. He graduated in 2001 with a degree in Business Administration.
Bryan and his wife, Kathryn, have been married since 2004 and they currently reside in south Overland Park with their two sons, Briggs and Beau.
In his free time, Bryan enjoys playing golf with his friends, traveling, coaching his boys' baseball teams and date nights with Kathryn. He and his family are active members of Westside Family Church in Lenexa, Kansas.
Here are our areas of expertise
Retirement Planning & Income Strategies
Education Planning & Funding
Financial Planning
Insurance Protection Strategies
Life Insurance Strategies
Disability Planning
Multigenerational Planning
Estate Planning
Lending a hand in our community.
As part of Northwestern Mutual, we are proud to help accelerate the search for better childhood cancer treatments while supporting families undergoing treatment, and survivors from late effects. Here are some of the organizations we partner with:
Alex's Lemonade Stand Foundation for Childhood Cancer (ALSF)
ALSF funds cancer research, raises awareness, and supports the families of children with cancer. Since 2012, Northwestern Mutual, its employees, and financial professionals like me have donated more than $20 million to support ALSF and fund over 400,000 research hours.
Beads of Courage
Beads of Courage is an art-in-medicine program that helps kids with cancer tell their unique treatment story through colorful beads that are symbols of their courage.
How Northwestern Mutual helps you live the life you want.
When people feel better about their money, good things happen—they become more confident and feel more secure. For more than 160 years, Northwestern Mutual has helped people achieve the financial flexibility they need to live more and worry less.
Being a mutual company means Northwestern Mutual reports to its clients, not Wall Street. They don't believe in chasing fads or taking undue risk for short-term gains. Instead, they take a long-term approach—both in the way we help people plan to reach their goals, and in the way they do business. This has served their clients (and mine) well through all kinds of economic ups and downs, including wars, recessions, even the recent pandemic.
It's why I'm happy to be part of a company that's in it for the long-haul and prioritizes clients over profit.
