Latest Insights

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…

September 2022 Viewpoint

Viewpoint- September 2022

The impact of Fed policy on the treasury curve and what it means to investors.

Estate and Insurance

What Happens When There Are No Beneficiaries

Where do those accounts and policies end up? Some accounts have no designated beneficiary. Rarely, the same thing occurs with…

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…

August 2022 Viewpoint

Viewpoint- August 2022

Now may be the perfect time to visit abroad!

Generation Now

7 Ways to Guide Your College-Age Kid Toward the Right Career Path

Sending your children off to college is an exciting and emotional milestone for your family. You’ve done the work to…

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…

Retirement and Financial Planning

Four Strategies for Taking Advantage of Stressed Markets

Strategies that focus on the long-term

July 2022 Viewpoint

Viewpoint- July 2022

Increasing rates and the impact on the housing market.

Retirement and Financial Planning

Your Questions Answered 2022

Your questions are our top concern. Over the past few weeks, we have collected the most frequently asked questions about…