10955 Lowell Avenue Suite 900 Overland Park, KS 66210
Chief Executive Officer
Chief Operations Officer
President
Partner / Financial Advisor
Director of Investment Management
Partner / Director of Employer Sponsored Retirement Plans
Financial Advisor
Investment Advisor Representative
Senior Client Relationship Manager
Relationship Manager
Analyst Team Manager
Registered Representative
Planning Analyst
Investment Team Associate
Client Services Manager
Client Service Representative
Client Relationship Manager
Client Service Associate
Operations Team Manager
Administrative Assistant
Operations Team Associate
Director of Business Administration
Director of Information Technology
Strategic Team Members
SVP | Tax Planning
Senior Tax Attorney
Complex Financial Consultant