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Services
Financial Planning
Retirement Planning
Investment Management
Estate Planning
Tax Planning
About
Why Us?
Our Team
Our Process
Locations
Events
Insights
Your Money
Your Business
Your Retirement
Your Legacy
Your Freedom
Market & Investments
In the News
Tools
Risk Survey
Retirement Readiness Quiz
401(k) Calculator
SECURE Act RMD Calculator
ROTH VS. TRADITIONAL IRA CALCULATOR
College Readiness Quiz
Our Wichita Team
Wealth Advisors
Brent Dome
Managing Partner & Wealth Advisor
Chad Phipps
Managing Partner & Wealth Advisor
Karsten Bond
Managing Partner & Wealth Advisor
Clark McDonald
Wealth Advisor
Dustin Ford
Wealth Advisor
Kevin Gruetter
CFP®
Planning Strategist
Byron Watkins
Insurance Strategist
Marta Curry
Relationship Manager/Marketing Coordinator
Client Services
Micoli Bates
Director of Operations
Shirley Johnson
Client Relationship Associate
Terri McGinn
Client Relationship Associate
Investments
Burt White
Chief Strategy Officer
Ryan Detrick
Chief Market Strategist
Jessica Golson
CIPM
Senior Vice President, Investments and Trading
Patrick Sittner
Director, Portfolio Strategy
Sonu Varghese
Director, Investment Platform
Mike Lawrence
CFA®
Portfolio Manager
Research Department
Kevin Zlomke
Director of Trading
Jake Bleicher
CFA®
Co-Portfolio Manager
Todd Knott
Senior Institutional Trader
Drew Reisdorff
Senior Trader
Matthew (Matt) Smith
Senior Trader
Kellie L. Duffy
Senior Trade Operations Analyst
Kaleigh Sanders
Trading Operations Analyst
Jordan Pieper
Trading Specialist
Advanced Solutions Team
Jamie Hopkins
ESQ., MBA, CFP®, LLM, CLU®, ChFC®, RICP®
Managing Partner, Wealth Solutions
Erin Wood
CFP®, CRPC®, FBS®
Senior Vice President, Financial Planning
Mark Petersen
CPA, CFP®
Vice President, Affluent Wealth Planning
Matt Lewis
Vice President, Insurance
Matt Kory
Vice President, Retirement Programs
Kimberly Flynn
CFP®
Director, Wealth Planning
Scott Berryman
JD
Director, Trust Services
Mike Valenti
CPA, CFP®
Director, Tax Planning
Chris Tooker
AIF®, CFP®, CIMA®, CPWA®, MSFS
Retirement Plan Advisor
Patrick Carter
CPA
Senior Tax Planner
Beth Schanou
JD
Senior Wealth Planner
Tom Fridrich
JD, CLU, ChFC®
Senior Wealth Planner