Broker Check

Team

 

DJ Balzer

Wealth Advisor, Balzer Investment Management LLC

(815)600-7363

(815)725-7165

D.J. Balzer is owner and founder of Balzer Investment Management. D.J. specializes in providing financial advice, creating customized investment plans for clients and developing retirement plans for businesses.

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Tom is Wealth Advisor and Managing Partner at V Wealth Management. He specializes in investment, retirement and estate planning for high-net worth individuals, families, endowments and foundations.

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David joined V Wealth Management with 10 years of investment management experience.

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Scott is a Wealth Advisor at V Wealth management. He specializes in investment, retirement and estate planning for clients.

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Stephanie Gantt is a Financial Advisor at V Wealth Management. She specializes in retirement, estate and education planning for small business owners, corporate executives and retirees.

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Jeb is Wealth Advisor and Certified Financial Planner (“CFP®”) at V Wealth Management LLC. Prior to joining V Wealth, he was Divisional Vice President and Investment Adviser at AXA Advisors from 2004 to 2011.

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Chris joins V Wealth Management with 6 years of financial advising experience. He was formerly with Edward Jones in Junction City. Chris earned his bachelors’ degree in Finance from Pittsburg State University.

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Preston brings 33 years of financial and investment experience. He was formerly a financial advisor with Edward Jones in Manhattan. He also served as a Chief Credit Officer with Farm Credit.

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Brett A. Lange

Managing Partner - Wealth Advisor

(913) 827-4606

(913) 827-4626

Brett is Wealth Advisor and Managing Partner at V Wealth. He specializes in investment, retirement and estate planning for high-net worth individuals, families, endowments and foundations.

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Tye Martin a Senior Wealth Advisor at V Wealth Management. He focuses on building long-range, goal-oriented plans with high net worth families and business owners.

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Richard Meyer is a Wealth Advisor at V Wealth Management. He specializes in retirement and estate planning for small business owners, retirees, corporations, endowments and foundations.

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Jordan is a Wealth Advisor for V Wealth Management LLC. Prior to joining V Wealth, he was a financial adviser for MetLife Securities, Inc.

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Grant is an Advisor at V Wealth Management. He has nearly 10 years of experience specializing in retirement plans for businesses and retirement planning for individuals and families.

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Jeff Wetta is a Financial Advisor at V Wealth. His specialty is insurance and helping business owners protect and pass on their most important assets.

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Eric enjoys building relationships with his clients and helping them plan for and pursue their financial goals.

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Callie Line

Administrative Assistant

(913) 827-4600

Callie Line joined V Wealth Management, following Dan Cherra when he joined his business with Tom Blumer and Brett Lange.

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Daniel D. Cherra, CFP®, joined LPL Financial as an independent financial advisor in 1999. In the fall of 2011, he merged his practice in with Tom Blumer and Brett Lange at V Wealth Management.

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It is probably not uncommon to hear financial advisors tell you that they are passionate about helping people to achieve their dreams. That is important to me as well, but what makes me different comes down to three things:...

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Diana Dean

Administrative Assistant

(913) 827-4600

Diana Dean joined V Wealth Management in 2012 with Preston Klick and Chris Klick. She attended Kansas State University and has worked with Preston and Chris in Junction City, Kansas, and Manhattan, Kansas, for nearly 10 years.

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Nancy Doll

Registered Assistant

(913) 827-4600

Nancy Doll has worked in the financial services industry for more than 15 years. Before coming to V Wealth, she was at Morgan Stanley Smith Barney for 13 years.

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Debbie Eckhoff

Director of Operations

(913) 827-4603

(913) 827-4602

Debbie Eckhoff has worked with Tom Blumer and Brett Lange, V Wealth’s managing partners, for 10 years and has been at V Wealth since the beginning.

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Dara Summers

Business and Technology Coordinator

(913) 827-4600

(913) 827-4638

Dara Summers joined V Wealth Management in 2010. She has spent most of her career in customer service roles because she thrives on helping others do their job and reach their goals.

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Brook Menees, CFP®

Wealth Advisor - Founding Partner - Instrumental Advisors

(913) 322-2100

(913) 322-2101

Brook is a CFP® with 23 years of experience as a financial advisor. Brook and his two, exceptional staff members work tirelessly to assist business owners and individuals who have the financial resources to build and preserve their...

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Patti Payne

Administrative Assistant, Instrumental Advisors

913-322-2100

913-322-2101

Patti brings over 15 years of office experience in various industries including construction, appraisals and special education. She enjoys working with clients and brings her enthusiasm and strong work ethic to the office every day....

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Patricia Lucas

Wealth Advisor, Lucas Wealth Strategies

815-478-0093

815-478-0095

Patricia Lucas' career in the financial services industry began over three decades ago. She received a full academic scholarship to DePaul University located in Chicago, IL where she earned a Bachelor of Science degree in Commerce...

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