Team profile


What you can expect when you work with us

Our purpose is to help you feel confident, connected and in control of your financial life. The right financial advice can help prepare you for whatever life brings – both the expected and the unexpected.

When you work with us, you receive:
  • 1:1 financial advice based on your goals and needs.
  • Personalized recommendations for a diversified portfolio, and solutions to help protect you from uncertainty.
  • Regular meetings to review your goals, progress, and investments.
  • Anytime access to your investments and digital tools to help you stay on track.
Ready to learn more? Getting started is as easy as meeting for a complimentary initial consultation whenever it’s convenient for you.
Request a consultation

Areas of focus

  • Investments
  • Retirement Planning Strategies
  • Tax Planning Strategies
  • Estate Planning Strategies
  • Charitable Giving
  • Cash Flow Management Strategies

Awards & recognition

  • Glen E Snell, Forbes Best-in-State Wealth Advisors, 2020 - 2022
  • Dale J Snell, Forbes Top Next-Generation Wealth Advisors, 2020 - 2021

Community participation

Our Advisors and Staff are committed to the communities in which they live and work, engaging and volunteering with local nonprofit organizations:

  • Boys & Girls Clubs of Hutchinson and Wichita
  • TECH Inc.
  • McPherson & Hutchinson Community Foundations
  • Kansas Food Bank
  • Habitat for Humanity
  • YMCA of Greater Wichita