Bill Eckert, CAP®
Bill Eckert is a financial educator, speaker, and senior financial advisor at Renaissance Financial Corporation who specializes in working with high-net-worth families with their philanthropic giving, tax management and intergenerational wealth transfer. Bill is an expert on showing families how they can truly make a philanthropic impact in their communities through their giving.
Bill is among a small group of individuals worldwide who is a Chartered Advisor in Philanthropy. This means that he has received training that provides him with an in-depth knowledge of the entire philanthropic planning process, this includes, but is not limited to, estate and trust documents, taxation, accounting, insurance, and investment tools to help clients articulate and advance their highest aspirations for self, family, and society.
Bill works with clients owning highly appreciated assets, such as real estate and farmland, and aids them in strategies that can help offset capital gains tax or depreciation recapture upon their sale. Through the use of various charitable trusts, Bill helps these clients potentially create more efficient streams of income from the asset, which then pass to the family and/or charity involved.
Professionally, Bill is a member of Advisors in Philanthropy and the Partnership for Philanthropic Planning. He has also served as a board member and membership chair for the Mid-America Charitable Gift Planners. Bill is active in his church community and he is a member of the Planned Giving Advisory Council for the Archdiocese of Kansas City, Kansas. Bill is also the Instructor of Philanthropy at the University of Kansas OSHER Institute and is a member of the University of Kansas Veteran’s Alumni Network, as well as a member of the American Heart Association’s Professional Advisor Network.
Bill is an avid hunter and shares his passion of hunting with veterans as a way of honoring them for their service and sacrifices. To accomplish this, Bill started a non-profit organization called KAMO Adventures, which takes veterans to a Missouri farm for turkey and deer hunting and to a lake for fishing. KAMO is a 100% volunteer-run organization whose purpose is to provide a safe, supportive and friendly hunting experience where veterans assist one another in the healing process, both mentally and physically. The outdoor experience is uniquely tailored to each veteran’s specific needs, abilities, and injuries. KAMO Adventures is also honored to offer scholarships to veterans at the University of Missouri-Kansas City and the University of Kansas. Find out more about KAMO Adventures by going to the website at www.kamoadventures.com.
Bill lives with his wife, Shanthi, in Leawood, Kansas, and they have four grown children who also live in Kansas City.
Bill Eckert is a registered representative and investment advisor representative of Securian Financial Services, Inc. Securities and investment advisory services offered through Securian Financial Services, Inc., Member of FINRA/SIPC. Renaissance Financial Corporation is independently owned and operated. Financial Advisors do not provide specific tax/legal advice and this information should not be considered as such. You should always consult your tax/legal advisor regarding your own specific tax/legal situation. Branch Office: 7500 College Blvd., Suite 350, Overland Park, KS 66210. 5669197 DOFU 05.2023
Patty Smith
Client Services Specialist
Drawn to his authentic, client-focused approach, Patty joined Bill’s team in April of 2022. As the team’s Client Services Specialist, Patty oversees client inquiries, business processing, reporting, office management and technology services.
Patty has been in the financial services industry since 2004 and has served in a variety of roles prior to joining Bill’s team.
Patty graduated from the University of Phoenix in 2006 with a Bachelor of Science in Business Management, and holds her Life & Health Insurance Registration.
Danielle Lively
Executive of Marketing and Public Relations for Bill Eckert
Danielle joined Bill’s team in February of 2019, and is now his team’s Executive of Marketing and Public Relations at Renaissance Financial. Danielle develops and manages branding, event, marketing, and public relations strategies for Bill’s team. She works closely with Renaissance Financial’s Compliance and Marketing teams to produce engaging and educational content specific to Bill’s clients and their concerns. She brings with her a significant amount of experience in event planning and marketing through her work in the academic setting and her involvement in various volunteer and nonprofit organizations.
Prior to working with Bill, Danielle was a professor of Criminal Justice and Law and Justice at the University of Nebraska at Kearney and Central Washington University respectively. She received her Masters and PhD in Political Science with a focus in Criminal Justice, Public Policy, and Public Administration at Washington State University in Pullman, Washington. She has also published a book called “Social Capital and Urban Crime.”
Danielle has two grown children and one dog, Kiley. Danielle volunteers with several local veteran and veteran family organizations in the KC area because she is passionate about giving back to those who have protected our freedom with their most valuable gift, their life. She also volunteers as the Foster Coordinator at Imagine Furever Ranch for Senior Dogs.
