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Kansas City Office

4435 Main Street, Suite 650
Kansas City, MO 64111

OFFICE

816.753.5100

FAX

816.753.5101

Meet the Team

Partner, CEO

Partner, CFO

Partner, Director of Operations

Partner, Senior Wealth Advisor, Chief Compliance Officer

Senior Wealth Strategist

Portfolio Analyst/Trader

Partner, Senior Wealth Advisor

Partner, Senior Financial Planner

Director of Corporate Retirement

Financial Planning Specialist

Marketing and Design Specialist

Sean Ryan

Operations Associate

Partner, Senior Wealth Advisor