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Client Centered. Relationship Driven.

At our firm, you’re our top priority. We became financial professionals because we saw friends & family struggle to navigate their financial futures. With our experience & personal approach, we aim to make financial matters more approachable as you consider your goals.

We believe a team approach delivers the best results, combining diverse insights to tailor strategies that fit your unique needs. No cookie-cutter plans, just personalized attention from start to finish.

Let’s work together to build a proactive, efficient financial plan designed around you.

Let's Get Started

  

  


Find An Advisor

  • Alan Jilka, CFP
  • Amy Haskell
  • April Dome
  • Ashley Howard
  • Brad Blew
  • Candice Graham
  • Caroline Donatell
  • Chad M. Koehn
  • Christi Carroll
  • Christopher Tripe
  • Cole Graham
  • David Ward
  • Elisha Friess
  • Erica Jensen
  • Jared Schamberger
  • Jerad Busch, CFP & MPAS
  • Jerry Harris, CFA
  • Josh Weiser
  • Justin Schamberger
  • Kyle Gordon
  • Kylee Kolzow
  • Landen Allen
  • Manny Otero
  • Mark Halpin
  • Nathan Weigel
  • Paige Harding
  • Peter Schafer, CFA, CFP
  • Raymond Haskell
  • Robyn Peters
  • Ryan Kolzow
  • Schelyce Hilbert
  • Shannon Benish, FPQP & CLTC Family
  • Steven Plott
  • Susan Koehn
  • Tanner Jackman, CFA
  • Tom Srack
  • Tresea Matney

Home Office (Salina, KS)
📞 785-823-7900

Chad Koehn

Chad M. Koehn

CEO

Ryan Kolzow

Ryan Kolzow

Chief Operating Officer

Jared Schamberger

Jared Schamberger

Investment Consultant

Kylee Kolzow

Kylee Kolzow

Director of First Impressions

Ashley Howard

Ashley Howard

Director of Marketing

Kyle Gordon

Kyle Gordon

Managing Director of United Capital Insurance

Steven Plott

Steven Plott

Portfolio Manager

Tresea Matney

Tresea Matney

Director of Development

Erica Jensen

Erica Jensen

Director of Client Services

Susan Koehn

Susan Koehn

CFO Assistant

Jerry Harris, CFA

Jerry Harris, CFA

Managing Director

Alan Jilka, CFP

Alan Jilka, CFP

Investment Consultant

Candice Graham

Candice Graham

Investment Advisor Representative, Licensed Insurance Agent

Tom Srack

Tom Srack

Client Services Specialist

Nathan Weigel

Nathan Weigel

Investment Advisor Representative

Cole Graham

Cole Graham

Investment Advisor Representative

Schelyce Hilbert

Schelyce Hilbert

Director of External Operations

Christi Carroll

Christi Carroll

Operations Assistant

Robyn Peters

Robyn Peters

Executive Assistant

Caroline Donatell

Caroline Donatell

Client Relations and Marketing Assistant

Landen Allen

Landen Allen

Investment Advisor Representative

Peter Schafer, CFA, CFP

Peter Schafer, CFA, CFP

Investment Consultant

Abilene, KS Office
📞 785-263-3640

Justin Schamberger

Justin Schamberger

Investment Consultant

Alma, NE Office
📞 308-928-1002

Christopher Tripe

Christopher Tripe

Investment Consultant

Dodge City, KS Office
📞 620-227-5115

Shannon Benish, FPQP & CLTC Family

Shannon Benish, FPQP & CLTC Family

Investment Consultant

Jerad Busch, CFP & MPAS

Jerad Busch, CFP & MPAS

Investment Consultant

April Dome

April Dome

Executive Assistant

Elisha Friess

Elisha Friess

Executive Assistant

Gardner, KS Office
📞 913-549-9578

Mark Halpin

Mark Halpin

Investment Consultant

Nashville, TN Office
📞 785-833-6989

Manny Otero

Manny Otero

Executive Assistant

Norton, KS Office
📞 785-874-3202

Brad Blew

Brad Blew

Investment Consultant

Paige Harding

Paige Harding

Executive Assistant

Olathe, KS Office
📞 913-254-3141

David Ward

David Ward

Investment Advisor Representative

Tanner Jackman, CFA

Tanner Jackman, CFA

Portfolio Manager

Josh Weiser

Josh Weiser

Investment Advisor Representative

Wichita, KS Office
📞 316-854-3159

Amy Haskell

Amy Haskell

Executive Assistant

Raymond Haskell

Raymond Haskell

Investment Consultant

Let's Get Started