Searcy’s Internship Program

Finding your place in the financial industry can be an overwhelming task. There are a multitude of position types available and you don’t want to waste years determining which one is right for you. We believe internships should be structured to give students a day-to-day glimpse into what it takes to work for an independent RIA firm. This means you do more than just make coffee…a lot more!

An internship with the Searcy group of companies exposes students to a broad range of responsibilities. You will be trained on both the “why” and “how” of firm operations, before carrying out these responsibilities which may include new client set-up, set-up and maintenance of financial plans, ongoing account maintenance and client service requests, investment research and reporting, and supporting firm-level initiatives.

We pride ourselves on being a strengths-based firm, so personal development and mentoring will be a good portion of the internship experience. Interns will also learn the requirements necessary for future positions and career paths within the firm.

Please visit our Current Positions listing at for information on joining our internship program.

Meet Our Internship Program Participants:

Rachel Dumas

Rachel Dumas

School: Southern New Hampshire University

Field of Study: Business Administration

Internship Period: Summer 2023






Kimberly Solomon

School: Utah Valley University

Field of Study: Masters of Financial Planning and Analytics

Internship Period: Spring 2023






Kyle Hill

School: University of Central Missouri

Field of Study: Finance

Internship Period: Summer 2019






Ian Arch

School: University of Kansas

Field of Study: Finance

Internship Period: Fall 2017





InternDanDan Patterson

School: Utah Valley University

Field of Study: Personal Financial Planning

Internship Period: Summer 2017






Alexander Sung

School: University of Missouri, Kansas City

Field of Study: Finance

Internship Period: Fall/Winter 2016






Jacob B. Johnson

School: Utah Valley University

Field of Study: Personal Financial Planning

Internship Period: Summer 2016





Brittany Searcy Financial Intern2

Brittany N. Ulrichs

School: University of Missouri, Kansas City

Field of Study: Finance

Internship Period: Summer 2015






Ryan W. Brooke

School: University of Missouri, Kansas City

Field of Study: Finance

Internship Period: Fall/Winter 2014

Hired as a Client Service Associate following his internship





Eric T. Haun

School: Kansas State University

Field of Study: Finance

Internship Period: Summer/Fall 2012



Please remember that different types of investments involve varying degrees of risk, and there can be no assurance that the future performance of any specific investment, investment strategy, or product made reference to directly or indirectly in this content, will be profitable, equal any corresponding indicated historical performance level(s), or be suitable for you or your portfolio. Due to various factors, including changing market conditions, the content may no longer be reflective of current opinions or positions. Moreover, you should not assume that any discussion or information contained in this newsletter (article) serves as the receipt of, or as a substitute for, personalized investment advice from Searcy Financial Services, Inc.

The content of this letter does not constitute a tax or legal opinion. Always consult with a competent professional service provider for advice on tax or legal matters specific to your situation. To the extent that a reader has any questions regarding the applicability of any specific issue discussed in this content, he/she is encouraged to consult with the professional advisor of his/her choosing.  

Published for the blog on December 2, 2014 by Searcy Financial Services, your Overland Park, Kansas Fee-Only Financial Planner and Investment Manager.