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Trey Barnes, CFP®
Managing Partner
Offices:
Leawood, KS
913-387-2734
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Jana Shoulders, CPA, AIF®, AEP®
Managing Partner
Offices:
Tulsa, OK
Oklahoma City, OK
Amarillo, TX
918-991-6910
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Justin McCarthy, CFP®
Managing Partner
Offices:
New York, NY
212-994-8699
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Keith Plywaczynski, CFP®
Managing Partner
Offices:
Oakbrook Terrace, IL
Plano, TX
Grafton, WI
872-216-9932
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Kyle Quinn, CFP®
Managing Partner
Offices:
San Diego, CA
Scottsdale, AZ
858-433-9009
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Rob Crigler
Managing Partner
Offices:
Madison, NJ
973-520-1899
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Pat Housen, CFP®
Managing Partner & Senior Wealth Advisor
Offices:
Manasquan, NJ
732-223-5505
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Patrick Howley III, CFP®, MBA
Managing Partner
Offices:
St. Louis, MO
314-227-2454
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Jake Kern
Managing Partner
Offices:
Leawood, KS
913-647-9768
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Valerie L. Newell, CPA*
Chairman & Managing Partner
Offices:
Cincinnati, OH
513-618-3040
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