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.

Harrison Fant

Harrison Fant, CFP®, AIF®

Sr. Wealth Advisor

Heather Jenkins Capps

Heather Ford, CFP®, CPA, CTFA, AEP®

Wealth Advisor

Austin, Houston

Herman Tkach

Herman Tkach

Wealth Advisor

HK Hallett

HK Hallett

Sr. Wealth Advisor

Holly Gray, CFP®

Sr. Wealth Advisor

Springfield, Leawood

Howard A. Kades

Howard A. Kades, MBA

Sr. Wealth Advisor

Ian Aguilar

Ian Aguilar, CFP®

Wealth Advisor

Ian Freemire, CFP®, EA

Wealth Advisor

Denver, Denver – Tech Center, Frisco

Ian Hamre, CFA®

Sr. Wealth Advisor

Ignatius D’Anna, CFP®, CWS®

Wealth Advisor

Jack McCloskey, CFP®

Sr. Wealth Advisor, Sr. Director

Jackie Schlup Daniels, CFP®, CDFA®, AEP®

Wealth Advisor

Dallas – Park Cities

Jacob Gee

Jacob Gee, CFP®

Wealth Advisor

Jaimi Dennehy

Sr. Wealth Advisor

Jake Meza, CFP®

Wealth Advisor

Jake Wedemeyer

Wealth Advisor

James Everitt

James Everitt

Sr. Wealth Advisor, Director

James Greer Image

James Greer, CFP®

Wealth Advisor

Scottsdale, Albuquerque, Tucson

James Roundy, CFP®

Wealth Advisor

Portland – South

James S. Ryan, JD, CFP^®, AIF^®

Sr. Wealth Advisor

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