Over the years, we have found that a team approach can be an effective method to help clients who have a wide variety of needs as they maneuver through a complex financial-services world. We invite you to discover and experience the power of our services. We believe it has far-reaching benefits for our clients to get opinions from several sources with diverse backgrounds, education, and experience.
No one strategy fits everyone, which is why every client gets our undivided attention—from planning to execution to follow-up. We take a proactive approach to helping you develop a strategy to address your financial goals and objectives, using the most efficient methods available.
Home Office
Chad M. Koehn
CEO
Ryan Kolzow
Chief Operating Officer
Jared Schamberger
Investment Consultant
Kylee Kolzow
Director of First Impressions
Ashley Howard
Director of Marketing
Kyle Gordon
Managing Director of United Capital Insurance
Tresea Matney
Director of Development
Susan Koehn
CFO Assistant
Jerry Harris, CFA
Managing Director
Alan Jilka, CFP
Investment Consultant
Candice Graham
Investment Advisor Representative, Licensed Insurance Agent
Caroline Donatell
Client Relations and Marketing Assistant
Christi Carroll
Operations Assistant
Cole Graham
Investment Advisor Representative
Landen Allen
Investment Advisor Representative
Nathan Weigel
Investment Advisor Representative
Peter Schafer, CFA, CFP
Investment Consultant
Robyn Peters
Executive Assistant
Schelyce Hilbert
Director of External Operations
Tom Srack
Client Services Specialist
Abilene Office
Justin Schamberger
Investment Consultant
Alma, NE Office
Christopher Tripe
Investment Consultant
Dodge City Office
April Dome
Executive Assistant
Elisha Friess
Executive Assistant
Jerad Busch, CFP & MPAS
Investment Consultant
Shannon Benish, FPQP & CLTC Family
Investment Consultant
Gardner Office
Mark Halpin
Investment Consultant
Nashville, TN Office
Manny Otero
Executive Assistant
Norton Office
Brad Blew
Investment Consultant
Paige Harding
Executive Assistant
Olathe Office
David Ward
Investment Advisor Representative
Josh Weiser
Investment Advisor Representative
Tanner Jackman, CFA
Portfolio Manager
Wichita Office
Amy Haskell
Executive Assistant
Raymond Haskell
Investment Consultant
Client Centered
Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses your needs, wants, and long-term goals.
Our team of professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you.