Investor Summit 2023 Recap
It was wonderful to see so many of you at this year’s Investor Summit. We hope you walked away with…
05.28.23 Company UpdatesJenni Heartfield Joins the Investment Management Team
Welcome Jenni Heartfield! Jenni joined the Investment Management team in April as an Investment Operations Associate and has quickly made…
05.23.23 Company UpdatesBruce and Swisher Recognized by the Wichita Business Journal
Congratulations to Rachel Bruce, Wealth Advisor Associate, and Jordan Swisher, Partner and Wealth Advisor! Over the last quarter, both professionals…
03.02.23 Company UpdatesAdvisor Team Welcomes Calvin Pearson
Welcome new Wealth Advisor, Calvin Pearson, CFP®. Originally from Durban, South Africa, Calvin came to Wichita on a golf scholarship…
10.05.22 Company UpdatesSmith Earns Women’s Business Leadership Award
Congratulations to Founding Partner and Wealth Advisor, Pam Smith! Pam was nominated by the Wichita business community and selected as…
09.28.22 Company UpdatesClient Service Team Continues to Grow
Welcome to the team, Alex Freund. Alex joined our team as a Client Relationship Support Associate and is responsible for…
09.21.22 Company UpdatesStephanie Murphy Recognized as a Woman Who Leads
Congratulations to Client Relationship Manager, VP, Stephanie Murphy! Stephanie was selected by the Wichita Business Journal as a Woman Who…
08.29.22 Company UpdatesSwisher earns recognition from the Wichita Business Journal
Congratulations to Partner and Wealth Advisor, Jordan Swisher! Jordan was selected by the Wichita Business Journal as a Woman Who…
08.05.22 Company UpdatesTechnology Director Recognized by the WBJ
We are delighted that our Director of Technology, Richard Simon, was selected by the Wichita Business Journal as a Young…
05.23.22 Company Updates2022 Shred Event
It was wonderful to connect with so many clients and friends this past weekend! Despite the 40+ mph winds, our…
04.25.22 Company UpdatesInvestment Team Welcomes New Analyst
You most likely have already been introduced to our newest team member’s work. As a writer and research analyst for…
01.19.22 Company Updates6 Meridian Holiday Party 2021
What a beautiful evening filled with friends and holiday spirit. Having the opportunity to connect with so many of you…
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