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


Email

Read Bio

Scott T. Penning

Co-Founder and Financial Advisor

Office 816-412-1550


Email

Read Bio

Jessica Ahrens

Client Relations Manager

Office 816-412-1550


Email

Read Bio

Courtney Henderson

Financial Planning Assistant

Office 816-412-1537


Email

Read Bio

Cheyenne Ely

Investment Assistant

Office 816-631-0656


Email

Read Bio

Affiliated Advisor

Austin Torsten Klarin , RICP®, CLU®

Financial Advisor

Mobile 816-260-7683


Email

Read Bio