Your Financial Planning Team

Meet your team! We have assembled a team with unique personalities and areas of expertise in order to assist you in any financial planning scenario.

Meet our National Team     Meet our Wichita Team

Wealth Advisors
Brent Dome

Brent Dome

Managing Partner & Wealth Advisor
Karsten Bond

Karsten Bond

Managing Partner & Wealth Advisor
Chad Phipps

Chad Phipps

Managing Partner & Wealth Advisor
Micoli Bates

Micoli Bates

Wealth Advisor
Marta Curry

Marta Curry

Wealth Advisor
Kevin Gruetter

Kevin Gruetter

Wealth Advisor
Ben Heeren

Ben Heeren

Wealth Advisor
Clark McDonald

Clark McDonald

Wealth Advisor
Shawn Powell

Shawn Powell

Wealth Advisor
Byron Watkins

Byron Watkins

Wealth Advisor
Client Services
Shirley Johnson

Shirley Johnson

Client Relationship Associate
Terri McGinn

Terri McGinn

Client Relationship Associate
Investments
Scott Kubie

Scott Kubie

CFA®

Senior Investment Strategist
Brett Carson

Brett Carson

CFA®

Director of Research
Jessica Golson

Jessica Golson

CIPM

Director of Platform Operations
Rick Jaster

Rick Jaster

CFA®

Director, Systematic Equities
Nick Joyner

Nick Joyner

Senior Investment Analyst
Patrick Sittner

Patrick Sittner

Portfolio Strategist
Wealth Enhancement Group
Patrick Carter

Patrick Carter

CPA

Private Client Planning Manager
Sarah Duey

Sarah Duey

JD, CTFA, CAPⓇ

Vice President, Trust Services
Jamie Hopkins

Jamie Hopkins

ESQ., MBA, CFP®, LLM, CLU®, ChFC®, RICP®

Director of Retirement Research
Chris Oppliger

Chris Oppliger

CPA

Director of Tax Planning
Mark Petersen

Mark Petersen

CPA, CFP®

Vice President, Affluent Wealth Planning
Erin Wood

Erin Wood

CFP®, CRPC®

Vice President, Wealth Planning
Ryan Yamada

Ryan Yamada

Planner
Research Department
Jake Bleicher

Jake Bleicher

CFA®

Equity Analyst
Brett Carson

Brett Carson

CFA®

Director of Research
Jeff Harris

Jeff Harris

Trading Operations Analyst
Todd Knott

Todd Knott

Senior Institutional Trader
Alyssa Zuck

Alyssa Zuck

Trading Specialist