Our Overland Park, KS Team

Wealth Advisors

Bill Day

Managing Director, Wealth Advisor

Mark Schlipman

AIF®, CEPA®
Managing Partner, Wealth Advisor

Tray Wiltse

Managing Director, Wealth Advisor

Shannon Herrell

Wealth Advisor

Katie Justus

Associate Wealth Advisor

Drew Schlipman

Wealth Advisor

Client Services

Jennifer Blaesing

Director, Operations

Krista Veith

Relationship and Operations Manager

Spencer Sabates

Financial Services Associate

Investments

Ryan Detrick

CMT®
Chief Market Strategist

Sonu Varghese

Ph.D.
Vice President, Global Macro Strategist

Mike Lawrence

CFA®
Portfolio Manager

Grant Engelbart

CFA®, CAIA®
Vice President, Investment Strategist

Barry Gilbert

CFA®, Ph.D.
Vice President, Asset Allocation Strategist

Research Department

Kevin Zlomke

Director of Trading

Todd Knott

Senior Trader

Drew Reisdorff

Senior Trader

Kaleigh Sanders

Sr. Specialist, Trade Operations

Jordan Pieper

Trading Specialist

Advanced Solutions Team

Debra Taylor

CPA/PFS™, JD, CDFA®
Managing Partner and Chief Tax Strategist

Matt Lewis

CLU®, CLTC®
Vice President, Insurance

Patrick Carter

CPA
Senior Tax Planner

Beth Schanou

JD
Senior Wealth Planner

Michael Barczak

CFA
VP, Retirement Plans - Investments

Tom Fridrich

JD, CLU, ChFC® CEPA
Director, Business Planning

Jon Fuller

Manager, Brokerage Solutions

Josh Ream

Sr. Specialist, Internal Insurance

Michael Gruidel

CFP®
Sr. Wealth Planner