Our advisors

Advisor photo for Curtis Grote

Curtis Grote

AAMS, CRPC

Financial Advisor

Learn more about Curtis Grote
Advisor photo for David Gramkow

David Gramkow

MBA, CFP®, CRPC

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER™ professional
Learn more about David Gramkow


Our team

Jenna Lahann

Jenna Lahann

Client Service Specialist,

Operations Director

Personal Intro

Jenna has been with the team since February 2018. She enjoys meeting and getting to know each client and strives to create a positive client experience.

Qualifications

  • Series 7 Securities License

  • Series 66 License

  • Bachelor's Degree from Wichita State University

  • 13 years experience in the Financial Services industry

  • Notary

Roles & Responsibilities

  • Jenna plays an important role by helping with the daily processing of client business. This includes assisting clients with transfers, account updates and general service requests.
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Leah Perry

Leah Perry

Client Service Coordinator

Personal Intro

Leah has been affiliated with Ameriprise Financial since 2018, joining Pathway Financial Group in 2021. Leah, with her passion for elite client service and eleven years of financial experience, is a blessing to the team. She enjoys creating lasting relationships and providing unmatched service to each and every client.

Qualifications

  • Notary

Roles & Responsibilities

  • Leah manages day-to-day office operations and compliance. She also assists with client service needs, meeting preparation, and meeting follow-up.
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