Our team provides financial experience focused on you and your goals. Together, we offer a breadth of knowledge, specialized advice and ongoing dedication to exceptional service.

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Our advisors

Stephen Coburn

APMA

Associate Advisor

Learn more about Stephen Coburn Visit Stephen Coburn's website

Bill C Houston

Financial Advisor

Associate Vice President
Learn more about Bill C Houston Visit Bill C Houston's website

Michael Brun

APMA

Branch Manager

Managing Director
Learn more about Michael Brun Visit Michael Brun's website

Michael Zanders

APMA

Financial Advisor

Managing Director
Learn more about Michael Zanders Visit Michael Zanders's website

Steven Pohle

CFA®

Financial Advisor

Associate Vice President
Learn more about Steven Pohle Visit Steven Pohle's website


Our team

Heather Taylor

Heather Taylor

Registered Client Service Associate

Personal Intro

Heather has been in the financial services industry since 2006, joining Ameriprise in May of 2022. Heather lives in her hometown of Springfield, Missouri, with her husband Cyrus. They have a daughter, Cobey (2016) and son, Carter (2019),who keep them very busy with their school activities and love of sports! As a family they enjoy traveling, spending time outdoors and rooting on the Kansas City Chiefs.

Qualifications

  • Series 7

  • Series 66

  • Series 31

  • Life & Health Insurance licensed

Roles & Responsibilities

  • As a Registered Client Service Associate, she actively assists Financial Advisors in their practice and is a constant point of contact for clients and their account related needs.
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Amy Beery

Registered Practice Associate

Dirk Lebar, MBA

Dirk Lebar, MBA

Registered Operations Leader

Personal Intro

Dirk is a proud Father and Husband to his son George and wife Sheri. They enjoy traveling, spending time outdoors and rooting on the Kansas City Royals & Chiefs and Kansas Jayhawks.

Qualifications

  • FINRA Series 7, 63, 65 and 66

  • Accredited Portfolio Management Advisor ℠ /APMA®

  • Kansas Life, Health and Variable Annuity

  • MBA from Rockhurst University

  • 26 years of financial services experience

Roles & Responsibilities

  • Registered Operations Leader for Kansas City & Springfield
  • Partner with Branch Manager to ensure advisor business plans are completed and marketing events are tracked and measured.
  • Assist advisors in servicing clients including preparing financial plans, conducting investment research and completing trades and transactions.
  • Lead, coach, mentor and provide performance management for direct reports.
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