Tom Blumer is Co-Founder and Managing Partner of V Wealth, which serve investors and financial advisors through its businesses including V Wealth Advisors and V Wealth Management.
Brett Lange graduated from the University of Iowa with a degree in finance, which he put into practice as a commodities trader and merchandizer for ADM and on the sales and trading desks at Bank of America’s North Carolina office.
After graduating from Kansas State University with a finance degree and earning ChFC and CFP certifications, Daniel Cherra became a financial advisor for LPL Financial and co-founded Aldridge Cherra & Aldridge Financial Group. He is now a managing partner at V Wealth.
Superior client support is Tracie Caplinger’s number one priority at V Wealth. As an Executive/Operations Assistant, she holds a variety of administrative and operational responsibilities including internal billing, compliance, and executive support. She joined V Wealth in 2015 and has deeply enjoyed interacting with clients, while helping further strengthen the firm’s culture of trust, respect, and teamwork.
Prior to V Wealth, Tracie worked at an accounting firm in Louisburg, Kansas, where she lives with her family. She has also provided executive, payroll, and bookkeeping support at an IT company in Overland Park. She moved to Kansas in 2004 from the Denver area where she earned a bachelor’s degree from the University of Colorado. Tracie and her husband, Lane, have three kids and return to Colorado regularly to camp, boat, and fish together.
As Director of Operations, Callie Line plays a key role in V Wealth’s growth. Along with providing administrative and compliance support, she ensures each new advisor and client has the tools and resources needed to ensure a seamless transition into the firm. Always up for a challenge, she enjoys the variety each day holds and is proud of the strong relationships she has built with clients.
After previously working with Dan Cherra as an administrative assistant, Callie transitioned with him to join V Wealth in 2011 when he became a managing partner. She graduated from Kansas State University in 2006 and now lives in Overland Park with her husband, Tony, and two young children. She enjoys volunteering at her kids’ school and traveling together as a family.
Always quick to offer help when needed, Olivia Mueller supports V Wealth’s advisors and clients as an Administrative Assistant. Teaming up with Advisors Ryan Mueller and Patt Stansberry, she is working to grow V Wealth’s Columbia, MO office. She additionally manages the firm’s social media accounts. Prior to V Wealth, she worked at American Century Investments as a service representative.
Olivia grew up in Lee’s Summit and received a bachelor’s degree from the University of Missouri in 2018. During college she served as a youth leader for Columbia KLIFE, helping guide middle and high school students in their faith journeys. She and her husband Ryan live in Kansas City and enjoy biking and traveling together.