Richard Enna, Member Agent, The Nautilus Group® is a service of New York Life Insurance Company.
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Richard J. Enna, CFP®
Founder
Rick Enna is a lifelong Kansas City area resident. Rick graduated from Rockhurst High School and Rockhurst University, majoring in Accounting. After spending close to a year kicking a soccer ball at the pro level, Rick spent approximately five years with a CPA firm specializing in tax, before being hired away to work for a couple of years as the controller for one of the firm's family owned company clients. In 1992, Rick started R. J. Enna and Associates Financial Group. Rick is a Certified Financial Planner practitioner (CFP®). He is married to Jeanne, and they have four incredible kids: Emily, Liz, Steven and Sam. When he is not working, Rick spends most of his time with Jeanne, the kids, grand kids, and other family, and as a volunteer for faith based, sports and arts organizations.
Kathy Strickland
Financial Professional
Financial Professional focused on complex service and case design needs of our clientele. Series 6, 63 Securities License; Life/Health Insurance license.
Emily Schmitz
Operations Manager
Financial Professional focused on service and case design needs of the younger segment of our clientele. Series 6, 63 Securities License; Life/Health Insurance license.
Steven Enna, MBA
Financial Professional
Steven Enna is a Kansas City native who grew up in the Overland Park area. Steven attended St. James Academy and graduated from Drake University with an undergraduate degree in finance and an Masters of Business Administration (MBA*). Steven played for the Drake Men's Soccer program where he helped lead the Bulldogs for five consecutive seasons. After graduating, Steven pursued a professional soccer career in Denmark where he played for two seasons. Steven has since partnered with Enna & Associates and is happy to have joined the family firm. Steven is married to his wife Summer and they live in Overland Park. Summer and Steven met at Drake University where Summer played collegiate tennis. Steven enjoys being outside and staying active as well as spending time with family and friends.
Nancy Hamby
Support Staff
Support staff focused on administrative support and non-product support.
Jake Schmitz
Financial Professional
Jake is a KC transplant but loves calling Kansas his home. After serving in an international religious order for over eight years and studying in Mexico, Spain, Italy, he finally transferred to Benedictine College to earn a teaching degree and remember how to speak English! He taught Spanish for the Archdiocese of Kansas City for two years while also serving on the team at Savior Pastoral Center. Eventually he joined Mission Matters Group and became a certified Salesforce.com admin and developer, consulting and implementing databases for nonprofits. After four fruitful years, he moved on to be the Director of Business Development for CD2 Learning and Catholic Faith Technologies in Overland Park, KS. For four years he helped grow the company's client base to over thirty dioceses and some 5,000+ parishes and schools across the country. He is happily married to Emily and loves his three little boys more than anything else.
This article provides an overview of upcoming changes that could affect workplace retirement plan participants and IRA owners due to legislation passed by Congress at the end of 2022.