Our advisors

Advisor photo for Jim Hanna

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

Financial Planning Assistant

Qualifications

  • Emporia State University, BS in Elem. Edu.
  • Kansas State University, MS in Curriculum & Instruction

Roles & Responsibilities

  • Steve uses his heart for people to build client relationships. He contacts clients for appointments and processes meeting notes. He also has an active roll in marketing and social media.
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Stefanie Hanna

Stefanie Hanna

Event Planner

Qualifications

  • The University of Kansas, BS in Geology, BA in Education
  • 20+ years as an educator, specializing in the sciences

Roles & Responsibilities

  • Stef provides support for coordinating client and office events.
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