Associates

our team of Associates

Alexandre Davidson

Alexandre Davidson

Director of Operations, Bill Stapp

913-648-5526 ex105

Anthony Alvarez

Anthony Alvarez

Retirement Plan Specialist

913-648-5526 ex160

Barry Villaverde

Barry Villaverde

Client Services Manager, David Wentz

913-648-5526 ex137

Cayla Ralston

Cayla Ralston

Administrative Assistant

913-648-5526 ex200

Debbie Howard

Debbie Howard

Client Services Manager, Josh Selzer

913-648-5526 ex117

Jennifer Billam

Jennifer Billam

Operations Director, Daniel G. Dolan

(913) 648-5526 Ex.147

Jennifer Robinson

Jennifer Robinson

Wealth Management Associate, David B. Wentz

913-648-5526 ex116

Sarah Barkley

Sarah Barkley

Client Service Associate, Josh Selzer

913-648-5526 ex178

Susan Overbay

Susan Overbay

Operations Manager, Tim Gaigals

913-648-5526 ex141

Suzanne Coulter

Suzanne Coulter

Executive Assistant, David B. Wentz

913-648-5526 ex138

Tasha Orth

Tasha Orth

Marketing Associate, David B. Wentz

913-648-5526 ex165

Trish Connelly

Trish Connelly

Relatioship Manager, Adam Bettis

913-648-5526 ex164

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