Company Updates

News

WBJ Recognizes Denice Robinson as A Woman Who Leads in Professional Services

Congratulations to Assistant Vice President, Denice Robinson, for being recognized by the Wichita Business Journal as a Woman Who Leads…

08.25.23
News

Addition of Seasoned Advisor Grows Wealth Planning Team

A big welcome to the newest wealth advisory team member, MaeLauren X. Hudson! The Wichita State alum brings over a…

08.17.23
News

Lisa Coon Selected as a Woman Who Leads in Financial Services

Congratulations to Assistant Vice President, Lisa Coon, for being recognized by the Wichita Business Journal as a Woman Who Leads…

07.28.23
News

Recent K-State Grad Joins Wealth Advisory Group

Katy Mulqueen joined the 6 Meridian team in June 2023 as a Wealth Advisor Associate.  A recent K-State graduate, Katy’s…

06.26.23
News

Team Building at Top Golf

Enjoyed some quality team-building time at Top Golf Wichita last week.  Who knew Angry Birds and golf combined so well…

06.17.23
News

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
News

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…

05.23.23
News

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…

03.02.23
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…

10.05.22
News

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…

09.28.22
News

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…

09.21.22
News

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…

08.29.22