With a solid foundation of teamwork, our practice draws on the skills and strengths of each member to achieve our collective goal of helping clients like you meet their financial goals. Together, we can help you feel more confident, connected and in control of your financial life.

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Team photo

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Our advisors

Jim Hanna

MBA, CFP®, CKA®

Private Wealth Advisor

Certified Kingdom Advisor
Learn more about Jim Hanna Visit Jim Hanna's website


Our team

Linda Gwaltney

Linda Gwaltney

Client Service Specialist

Qualifications

  • Licensed CPA

  • Washburn University, BBA Accounting

Roles & Responsibilities

  • Linda uses her attention to detail to assist the team handling various tasks. She assists with applications, name and address changes, and changes to beneficiaries or ownership.
  • Linda also assists in money movement, appointment scheduling, and answering general client inquiries.
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Steve Maltby

Steve Maltby

Client Service Specialist

Qualifications

  • BS in Elem. Edu., Emporia State University

  • MS in Curriculum & Instruction, Kansas State University

Roles & Responsibilities

  • Steve uses his heart for people to build client relationships. He contacts clients for appointments and processes business forms.
  • He also has an active role in marketing and financial planning support.
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Quentin Jackson

Quentin Jackson

Financial Planning Assistant

Qualifications

  • BS in Finance, Washburn University

  • BS in Marketing, Washburn University,

Roles & Responsibilities

  • Quentin supports clients and advisors by organizing financial information, preparing planning materials, and helping meetings run seamlessly.
  • He also contributes to team events, assists with investment research, and is actively pursuing industry licenses to deepen his knowledge in finance.
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Sydney Brown

Sydney Brown

Client Relationship Manager

Qualifications

  • BS in Strategic Communications, Kansas State University

  • AA in Communication, Allen Community College

  • Social Media Marketing Certification, Hubspot Academy

Roles & Responsibilities

  • With nearly four years at a large accounting firm and a strong background in marketing, communications, and project organization, Sydney elevates our client experience and supports our digital tools.
  • She also assists with appointment reminders, event planning, email campaigns, administrative work, and all things marketing.
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