Managing your finances isn’t as overwhelming when you have the right team by your side. We take time to understand what matters most to you, then work together to provide clear advice and consistent support along the way. With a team approach, shared accountability helps keep things on track. Feel more confident, connected and in control of your financial future.


Advisors

Advisor photo for Elaine Cloyd

Elaine Cloyd

MBA

Financial Advisor

Vice President
Visit Elaine Cloyd's website
Advisor photo for Travis Kvassay

Travis Kvassay

CFP®, APMA®

Financial Advisor

Visit Travis Kvassay's website
Advisor photo for Scott Nelson

Scott Nelson

CFP®

Financial Advisor

Managing Director
Visit Scott Nelson's website
Advisor photo for James Sloan

James Sloan

Financial Advisor

Visit James Sloan's website


Team

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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