Company Updates

Company Updates

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…

Company Updates

Jenni 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…

Company Updates

Bruce 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…

Company Updates

Advisor Team Welcomes Calvin Pearson

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

Company Updates

Smith 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…

Company Updates

Client 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…

Company Updates

Stephanie 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…

Company Updates

Swisher 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…

Company Updates

Technology 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…

Company Updates

2022 Shred Event

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

Company Updates

Investment 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…

Company Updates

6 Meridian Holiday Party 2021

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