Our advisors

Our team

Rosie Robertson

Rosie Robertson

Client Relationship Manager

Qualifications

  • Rosie joined the practice in March 2016, and brings with her years of customer service and event coordination experience.
  • She enjoys meeting and getting to know each of our clients and strives to make every interaction a positive experience.

Roles & Responsibilities

  • Rosie will be the voice you hear on the other end of the phone when you call in and the first face you see when you step in the office.
  • Rosie will be coordinating our various client events.
  • Rosie is happy to assist you with the following:
  • Appointment scheduling, coming by to pick up, drop off, or sign something, confirmations of exisiting transactions, other requests of non-urgent matters.
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Mandy Denton

Mandy Denton

Practice Manager,

Client Concierge

Qualifications

  • Mandy has been with the practice since 2010 and has recently taken on the task of helping us service our clients.
  • She appreciates providing a superior level of service, and you will appreciate her efficiency and can-do attitude.

Roles & Responsibilities

  • Mandy handles these types of transactions for our clients:
  • Applications you submit to our office, name and address changes, changes to beneficiaries or ownership, confirming money has been sent or received, and setting and rescheduling appointments.
  • Money movement requests - either intra firm or to external account on-file, and answering general questions about your accounts.
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Tracy Adams

Tracy Adams

Financial Planning Specialist,

Chief Operating Officer

Qualifications

  • Tracy has been with the firm since 1999, eventually being promoted to Regional Director of Advice, which had a 7-state territory, as well as Regional Sales Director and Senior Regional Sales Director.
  • After spending time leading 40+ advisors as Branch Manager in the large Overland Park office, she joined the practice in January of 2016.

Roles & Responsibilities

  • Tracy enjoys working behind the scenes on business development as well as in a client-facing perspective, where she works closely with the advisors throughout your Financial Planning process.
  • She partners with them on the documentation of your analysis and may be contacting you with questions regarding clarification of details about your financial analysis.
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