Meet our Advisory Team

Our unified in-house team across financial planning, investment management, tax, estate, insurance and more—all coordinated by an advisor focused on serving you, not finding new clients.

Search results for:

Location: Chesterfield

Clear All Filters

Laura Combs, CFP®, MBA

Executive Managing Director

Colin Day - Wealth Advisor

Colin Day, CFP®, EA, MBA

Wealth Advisor

Chesterfield, Leawood

Jeannie Seabaugh

Sr. Wealth Advisor

Chesterfield, Leawood

Nick McDowell, CFP®

Wealth Advisor

Chesterfield, Springfield, Leawood

Ryan Bly

Ryan Bly, CPFA® CEPA

Wealth Advisor, Retirement Plans

Omaha, Ames, West Des Moines, Chicago, Schaumburg, Bloomington, Minneapolis, Green Bay, Madison, Onalaska, Branson, Chesterfield, Leawood, Springfield

Kaz Woodward, CFP®, CPWA®

Regional Vice President

Branson, Springfield, Chesterfield, Ames, West Des Moines

Amanda Reed

Sr. Manager, Client Service

Ames, Branson, Chesterfield, Springfield

Susan Feiste

National Sr. Client Service Specialist

Douglas Gilbert

Douglas Gilbert

Sr. Vice President

Boulder, Chesterfield, Denver, Denver – Tech Center, Omaha, Schaumburg

Ready to get started?

Explore More

middle-aged man sitting with retirement plan advisors

Retirement

Benefits of Refreshing Your Retirement Plan Design

April 30, 2025

Personal Finance

Money Lessons We Didn’t Learn From Our Parents

April 30, 2025

Market Commentary

Corrections, Recessions, Bear Markets – Oh My!

April 29, 2025

Continue Browsing