Our Team

Our team knows superior financial results are not simply achieved through conventional planning. Our team is dedicated to our client’s success and creating the lifestyles they desire. Contact any member of our team and we’ll be happy to assist you.

 

Andrew J. Watters , CFP®

Co-Founder and Wealth Management Advisor

Office 816-412-1537


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Scott T. Penning

Co-Founder and Financial Advisor

Office 816-412-1550


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Alexandria Smith

Marketing Assistant

Office 816-531-6500


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Janna Wayman

Investment Operations Associate

Office 816-531-6500


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