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: Leawood

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Brent Singleton, CFP®, AIF®

Sr. Wealth Advisor, Sr Director

Springfield, Leawood

Colin Day - Wealth Advisor

Colin Day, CFP®, EA, MBA

Wealth Advisor

Chesterfield, Leawood

Ethan Wallace, CPWA® CFP®

Sr. Wealth Advisor

Springfield, Leawood

Holly Gray, CFP®

Sr. Wealth Advisor

Springfield, Leawood

Jeannie Seabaugh

Sr. Wealth Advisor

Chesterfield, Leawood

Jeff Bilberry, CFP®

Sr. Wealth Advisor

Branson, Springfield, Leawood

Nick McDowell, CFP®

Wealth Advisor

Chesterfield, Springfield, Leawood

Ryan Bly

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

Kaz Woodward, CFP®, CPWA®

Regional Vice President

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

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