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.

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Location: Chesterfield Location: Springfield Location: Leawood

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David P. Reynolds, CFP®, ChFC®, AAMS®

Managing Partner

Dallas – Park Cities, Fort Worth – Colleyville, Rockwall, Bartlesville, Ponca City, Chesterfield

Brent Singleton, CFP®, AIF

Partner

Springfield, Leawood

Blake Parker, CFP®

Wealth Advisor

Springfield, Leawood, Chesterfield

Colin Day, CFP®, EA, MBA

Wealth Advisor

Chesterfield, Leawood

Ethan Wallace, CPWA®, CFP®, EA

Sr. Wealth Advisor

Springfield, Leawood

Holly Gray, CFP®

Sr. Wealth Advisor

Springfield, Leawood

Jeff Bilberry, CFP®

Sr. Wealth Advisor

Branson, Springfield, Leawood

Nick McDowell, CFP®

Wealth Advisor

Chesterfield, Springfield, Leawood

Ryan Bly, CPFA®, CEPA. NQPC™

Wealth Advisor, Retirement Plans

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

Amanda Reed

Sr. Manager, Client Service

Ames, Branson, Chesterfield, Springfield

Amber Strength

Sr. Client Service Specialist

Branson, Springfield

Brian Pahl

Client Service Specialist Broker – Dealer

Springfield

Haiden Bowman

Director, Client Service

Springfield

Jessica Livingston

Sr. Client Service Specialist

Springfield

Kennedy Bateman

Service Operations Associate

Springfield

Manasa Konduri

Client Service Specialist

Chesterfield

Stacy Strawn

Sr. Client Service Specialist

Springfield

Susan Feiste

Manager, National Client Service

Chesterfield

Carrie Ohm

VP, M&A Partner Development

Springfield

Kaz Woodward, CFP®, CPWA®

Regional Vice President

Springfield, Branson, Chesterfield, Ames, West Des Moines, Leawood

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