Our team of specialists provides unbiased, independent advice and customized
client service.
Kansas
Thomas E. Blumer
David Brozenic
Scott P. Connors
R. Joseph Groebl
Tim Groebl
Brett A. Lange
Tye R. Martin
Richard H. Meyer
Jordan Rider
Eric Wymore
Stephanie Gant
Debra Shultz
Dan Cherra
Claude Aldridge
Michigan
Illinois
Fred Moore
DJ Balzer
Martin A. Cramer
Chief Compliance Officer
Our Services
We specialize in comprehensive financial and investment management for individuals, families, executives and entrepreneurs. Our in-depth knowledge and multiple services help our clients carefully manage their finances and retirement.
Schedule a Consultation
We welcome the opportunity to discuss your financial needs. Call us to schedule an appointment.