Meet ClearPath

Our team approach to tax and financial planning may help you achieve financial success.

At ClearPath, we believe you shouldn’t have to bear the weight of juggling your finances! We exist to help alleviate your financial worries to help you live the life you want to live.


We have a wealth of services all in-house, saving you valuable time when coordinating all services impacting your financial life. 

Maximize efficiency and receive comprehensive financial care.

A tailor-made financial strategy designed to deliver confidence. 

Uncover key areas where your income, tax, investment or legacy planning may call for improvement, and then get a straightforward strategy for getting on track and reaching your goals. 

The Result?

A tailor-made financial strategy you can feel confident about. Because the main thing we want you to worry about in retirement is how to use your time.

Kyle P. Nagy

Director of Tax Strategy, CVA®

Kyle grew up in the Philadelphia area and finished his undergraduate training in 2006. He worked with KPMG, a major tax firm, for 3 years before founding his own business in 2008. Kyle enjoys serving individuals, businesses, and non-profit organizations with accounting, bookkeeping, and tax preparation services with honesty and integrity.


Kyle lives in Overland Park with his wife and children and their frenchie, Chloe (yes, Chloe is in charge).


Tim Lanz

Director of Operations

Tim Lanz co-founded Butler, Lanz & Wagler, L.C. in 1998 which eventually became ClearPath Wealth Management. He has worked primarily in the operations.


Tim attended Kansas State University, where he received his Bachelor of Science degrees in International Business, Management and Marketing.


A native of Louisburg, Kansas, Tim currently resides in his hometown with his wife and their two sons.


*Insurance licensed.


With more than 20 years of experience in financial services, Keith Hanson offers a client-centered perspective on topics such as wealth accumulation, distribution and charitable giving.


Keith received his undergraduate degree in 1998 and continued his education via the University of Saint Mary’s MBA program.


A resident of Overland Park, Keith and his wife have four children. Most weekends, you’ll find him at kids’ activities or pretending to still be able to run a quick 5K.


*Insurance licensed.


Cory has been in the wealth management industry since 2000, offering comprehensive financial planning and investment advice to high-net-worth individuals, families, corporations, and non-profits. He also plays a key role on the firm’s management team.


Originally from Arkansas City, Kansas, Cory is an avid outdoorsman, married with three children. He actively supports philanthropic efforts in the Kansas City community and at the University of Kansas, where he earned his undergraduate degree, MBA, and J.D.

Cory Lagerstrom

Director of Wealth Management 

Keith Hanson

Advisor

Want to learn more? 

Check out our informative guides to learn more about strategies related to finance and taxes. Then, set up an appointment to gain insight into your financial situation and craft custom strategies to help reach your goals. 

Contact Us

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