Employees

 

Partners

 

Dean Barber
CEO – Lenexa Office

Bud 2

Bud Kasper
President – Lee’s Summit

Bruce Godke
Partner

 

Eric Sheerin
Partner

Shane Barber
Partner

 

 

 

 

Leadership

 

Tom Clough
President – Lenexa

Amy Ricker
Chief Marketing Officer

Courtney Roberts
Director of Operations – Client Service

 

Ben Herting
Director of Operations – Trading

Peggy

Peggy Kasper
Chief Operations Officer – Lee’s Summit

 

 

 

Advisors

 

Jason Newcomer
Advisor – Lenexa + North Kansas City

Drew Jones
Advisor – Lenexa

Will Doty
Advisor – Lenexa

 

 

Matt 2

Matt Kasper
Advisor – Lee’s Summit

Wayne Robinson
Advisor – Lenexa

Craig Snedden
Advisor – Lenexa

 

Michael Sheerin
Advisor – Lenexa

Logan DeGraeve
Advisor – Lenexa

 

 

Specialists

 

JoAnn Huber
CFP®, CPA + Tax Specialist

Garrett Griffin
Estate Planning Attorney

Jason Salinardi
Estate Planning Attorney

 

 

Advisor Support

 

Bill Page
Estate Plan Coordinator + Client Specialist

Ashley

Ashley Koch
Paraplanner + Client Service Assistant

 

 

 

 

Operations

 

Maria Brown
Bookkeeper

Jeff Ernest
New Business Manager

Josh Frierdich
Operations Analyst

 

Paula Jackson
Director of First Impressions

Juls Cook
Client Specialist

Jason Hale
Operations Assistant

 

Jan Flattery
Client Service Specialist

Betty Steinmeyer
Client Service Specialist

 

 

Marketing

 

Jenna Casey
Marketing Manager

Paul Manger
Digital Marketing Director

Nanette Marx
Marketing Assistant

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