Company Updates

It was wonderful to see so many of you at this year’s Investor Summit. We hope you walked away with…

Welcome Jenni Heartfield! Jenni joined the Investment Management team in April as an Investment Operations Associate and has quickly made…

Congratulations to Rachel Bruce, Wealth Advisor Associate, and Jordan Swisher, Partner and Wealth Advisor! Over the last quarter, both professionals…

Welcome new Wealth Advisor, Calvin Pearson, CFP®. Originally from Durban, South Africa, Calvin came to Wichita on a golf scholarship…

Congratulations to Founding Partner and Wealth Advisor, Pam Smith! Pam was nominated by the Wichita business community and selected as…

Welcome to the team, Alex Freund.  Alex joined our team as a Client Relationship Support Associate and is responsible for…

Congratulations to Client Relationship Manager, VP, Stephanie Murphy! Stephanie was selected by the Wichita Business Journal as a Woman Who…

Congratulations to Partner and Wealth Advisor, Jordan Swisher! Jordan was selected by the Wichita Business Journal as a Woman Who…

We are delighted that our Director of Technology, Richard Simon, was selected by the Wichita Business Journal as a Young…

It was wonderful to connect with so many clients and friends this past weekend!  Despite the 40+ mph winds, our…

You most likely have already been introduced to our newest team member’s work. As a writer and research analyst for…

What a beautiful evening filled with friends and holiday spirit. Having the opportunity to connect with so many of you…