Our advisors

Advisor photo for Joshua Wright

Joshua Wright

CRPC, CEPA®, APMA

Private Wealth Advisor

Managing Director
Learn more about Joshua Wright Visit Joshua Wright's website
Advisor photo for David Crow

David Crow

CRPC, APMA

Financial Advisor

Vice President
Learn more about David Crow Visit David Crow's website
Advisor photo for Curt Ittner

Curt Ittner

APMA

Financial Advisor

Vice President
Learn more about Curt Ittner Visit Curt Ittner's website
Advisor photo for Kyle Milfeld

Kyle Milfeld

APMA

Financial Advisor

Learn more about Kyle Milfeld Visit Kyle Milfeld's website
Advisor photo for Darren Pracht

Darren Pracht

APMA

Financial Advisor

Managing Director
Learn more about Darren Pracht Visit Darren Pracht's website


Our team

Diana Preston

Diana Preston

Client Service Associate,

Practice Manager
Vicky Suri

Vicky Suri

Client Service Associate

Rebekah RoyMorrow

Rebekah RoyMorrow

Client Service Coordinator

Andrea Peine

Andrea Peine

Registered Operations Leader,

Practice Manager

Qualifications

    • Bachelor of Science in Finance from Wichita State University
    • Series 7 and Series 66
    • 18 years of experience in the Financial Services industry
    • Notary

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Pamela Montoya

Pamela Montoya

Client Service Associate,

Practice Manager
Rachael Graves

Rachael Graves

Client Service Specialist