Associates

our team of Associates

Alexandre Davidson

Alexandre Davidson

Director of Operations, Bill Stapp

913-648-5526 x105

Anthony Alvarez

Anthony Alvarez

Retirement Plan Specialist

913-648-5526 x160

Barry Villaverde

Barry Villaverde

Client Services Manager, David Wentz

913-648-5526 x137

Debbie Howard

Debbie Howard

Client Services Manager, Josh Selzer

(913) 648-5526 x117

Jennifer Billam

Jennifer Billam

Operations Director, Daniel G. Dolan

(913) 648-5526 x147

Jennifer Robinson

Jennifer Robinson

Wealth Management Associate, David B. Wentz

(913) 648-5526 x116

Rebecca Michel

Rebecca Michel

Administrative Assistant

(913) 648-5526 x132

Sarah Barkley

Sarah Barkley

Client Service Associate, Josh Selzer

(913) 648-5526 x178

Susan Overbay

Susan Overbay

Operations Manager, Tim Gaigals

(913) 648-5526 x141

Suzanne Coulter

Suzanne Coulter

Executive Assistant, David B. Wentz

(913) 648-5526 x138

Tasha Orth

Tasha Orth

Marketing Associate, David B. Wentz

(913) 648-5526 x165

Trish Connelly

Trish Connelly

Relationship Manager, Adam Bettis

(913) 648-5526 x164

Have a Question? 

Thank you!
Oops!