Our team is proud to provide a breadth of experience, specialized financial knowledge and elevated level of service to all our clients. We work together to serve your goals and help you meet your financial future with more confidence.



Advisors

John Willson

CFP®

Private Wealth Advisor

Managing Director
Visit John Willson's website

Darren Pracht

APMA

Financial Advisor

Managing Director
Visit Darren Pracht's website

Travis Kvassay

CFP®, APMA

Financial Advisor

Visit Travis Kvassay's website

Elaine Cloyd

MBA

Financial Advisor

Vice President
Visit Elaine Cloyd's website


Team

Andrea Peine

Andrea Peine

Registered Operations Leader,

Practice Manager

Qualifications

  • Bachelors Degree in Finance from Wichita State University
  • Series 7 and Series 66
  • 15 years of experience in the Financial Services Industry
  • Notary
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Jessica De La Pena

Jessica De La Pena

Client Service Associate

Qualifications

  • Bachelors Degree in Strategic Communications from Wichita State University

Roles & Responsibilities

  • Notary
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