Our advisors

Our team

Chris McKean

Chris McKean

Operations Manager

Roles & Responsibilities

  • I manage the day-to-day operations of our practice, including Human Resources, Information Technology, Compliance, and Financial Reporting.
  • I also supervise the daily activities of our McPherson, Kansas, office to ensure efficient operations and client satisfaction.
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Carla Null

Carla Null

Client Service Coordinator

Qualifications

  • BA - Kansas State University

Roles & Responsibilities

  • I work in our Wichita, Kansas, office.
  • I prepare documents for client meetings and manage follow-up communications with clients after the meetings.
  • I also work with home office on the status of processing all correspondence from beginning through completion.
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Tricia Every

Tricia Every

Client Service Manager

Roles & Responsibilities

  • Manages client services
  • Coordinates client appointments
  • Assist client's with account-related questions
  • Assists clients with My Financial Accounts website
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Kelly Ellsworth

Kelly Ellsworth

Financial Planning Assistant

Qualifications

  • Hutchinson Community College

Roles & Responsibilities

  • I assist our advisors with all aspects of the financial planning and client service processes.
  • I also supervise the daily activities of our Hutchinson, Kansas, office to ensure compliance and client satisfaction.
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Jocelyn Childs

Jocelyn Childs

Financial Planning Assistant,

Office Manager

Qualifications

  • BBA - Wichita State University
  • Series 7 and 66 securities licenses
  • Life and Health insurance license
  • MSFT - Friends University

Roles & Responsibilities

  • I work in our Wichita, Kansas, office.
  • I work with our advisors to prepare recommendations for our clients that are based on their unique situations; including areas of retirement, estate planning, education funding, and cash flow.
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Emily Ayers

Emily Ayers

Financial Planning Assistant

Qualifications

  • BS - McPherson College

Roles & Responsibilities

  • I work in our McPherson, Kansas, office.
  • I assist our advisors with all aspects of the financial planning and client service processes.
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Carrie Heiman

Carrie Heiman

Marketing Manager,

Event Planner

Qualifications

  • BA- Friends University

Roles & Responsibilities

  • I work in our Wichita, Kansas, office.
  • I coordinate and organize marketing efforts for the practice using social media, traditional media, seminars, and events.
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Kathy Berube

Kathy Berube

Receptionist

Qualifications

  • Butler Community College

Roles & Responsibilities

  • I work in our Wichita, Kansas, office.
  • I will be your first point of contact when you interact with our practice. I answer the phones, transfer you to the correct associate, and welcome you as you enter our office.
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Amber Van Riper

Amber Van Riper

Receptionist

Roles & Responsibilities

  • I work in our Hutchinson, Kansas, office.
  • I will be your first point of contact when you interact with our practice. I answer the phones, transfer you to the correct associate, and welcome you as you enter our office.
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