Broker Check

Our Team

Bruce Davison, CFP®

President

Bruce is a graduate of Southwest Baptist University and The College for Financial Planning. He left his familys regional retail business in1985 to pursue a career in financial services. Bruce spent several years as a representative,...
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Chris Akins

Associate

Chris began his career in the financial industry by helping people manage the expense risk of critical illness cost. He started to realize the importance and complexity of making wise financial decisions and desired to provide his...

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Robert Bachman

Associate

Robert, a native Wichitan, is a graduate of North High and Wichita State University. He began his financial services career in the banking industry, working in credit card operations, commercial leasing, consumer loans, and branch...
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Gene Bielefeld

Financial Advisor

Gene grew up in rural central Kansas, received a Bachelor of Science in Business Administration degree from Fort Hays State University, and spent a decade in agriculture before moving his family to Abilene, where he began a career in...
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Brad Brown, MBA

Associate

Brad, a native Kansan, graduated from Emporia State University with a Bachelors Degree in Business and from Wichita State University with a Masters in Business Administration. Brad had a distinguished thirty plus career in Human...

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Vance A. Burns

Financial Advisor

After receiving a Bachelor of Science degree in Business Administration from East Central University in Ada, Oklahoma, Vance enjoyed a highly successful career in the banking industry in Kansas and Colorado. I have worked with people...
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Elijah Copas

Financial Advisor

Elijah is a home-grown Wichitan, he moved from Georgia to Wichita when he was six years old. Elijah is an Andover Central High School graduate and spent five years at Wichita State University where he earned his MBA with an emphasis in...
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Joey Crowley

Associate

A life-long Wichitan, Joey is a graduate of Kapaun Mount Carmel High School and Wichita State University. While earning his Bachelor of Education degree at WSU, Joey worked with Mark Turgeon and the mens basketball team. Joey came to...
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Kate Foss, MBA

Associate

Kate Foss has been an active and engaged part of the Wichita community, since her arrival in 1995. Born and raised the Milwaukee suburb of Wauwatosa, Wisconsin, Kate received her undergraduate degree in Business Administration and...

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Michael J. Freund CLU,ChFC®

A native of Kansas and WSU graduate, Mike began his career in risk management and financial planning in 1968. Mike is a member of The National Association of Insurance and Financial Advisors and The Society of Financial Service...
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Adam Furr

Associate

Adam, a life-long Kansan and Kansas State University graduate, began his career in financial services to "sincerely make a difference in peoples lives." Following his graduation from KSU with a degree in Accounting, Adam spent ten...
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Delvin Holdeman, ChFC®

Financial Advisor

Delvin grew up in Newton and received both his undergraduate degree and MBA from Wichita State University. Delvin spent the first 20 years of his career in marketing with a diverse group of companies. He ended up joining the financial...
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Robert J. Hubbard, Jr.

Financial Advisor

Robert began his financial services career in 1998 in the banking industry, including management roles with a local credit union, before venturing into the financial planning arena with a national firm. In 2009, Robert joined SFC , "to...

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Josh Humig

Associate

Josh is a life-long resident of El Dorado, he earned his Associates Degree in Business Administration from Butler County Community College. Like many, his life journey took a different direction than he had anticipated. Josh spent many...
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Willard R. Isaacs

Associate

Willard began his financial services career over 40 years ago. "In those days," Willard says, "stock brokers brokered, life insurance agents insured, and bankers made loans and paid interest. Today, few of the traditionally defined...
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Roger Andrew James, CLTC, LUTCF

Financial Advisor

Andy graduated from the University of Kansas in 1976 with a Bachelors in Business. After stints in the printing industry he started his career in the financial services arena in 1991. His love of the industry and desire to impact his...

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James D. Myrtle, LUTCF

Associate

Jim is a life-long Wichitan, North High graduate, and former Shocker shortstop. Jims financial services career spans more than thirty years. He began his journey working primarily with property and casualty insurance, and through the...
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Jay Pitzer

Financial Advisor

Jay is a Hutchinson native and a graduate of Hutchinson Community College with an Associate Arts Degree, and Bachelors Degree in Vocational and Technical Business Education from Emporia State University. Jay began his financial...
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Austin Powers

Associate

A native Wichitan, Austin, attended Kapaun Mount Carmel High School and graduated from Valley Center High School before receiving his Associate Degree in Communications from Butler County Community College and studying economics and...
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Robert Powers, M.S., LUTCF

Bob moved to Wichita, Kansas from Pittsburgh, Pennsylvania in 1963, when he was recruited to play basketball for Ralph Miller at Wichita State University. In the nine years following his graduation from WSU, Bob garnered state and...
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Todd Powers, MBA

Financial Advisor

Todd has been a financial advisor for 15 years. He knows the ins and outs of helping you accumulate capital, plan for retirement, establish an estate plan and start funding for your childrens college education. He can demonstrate the...
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Delmer Regehr, LUTFC

Associate

Delmer is a life-long Kansan, who began his financial services career in 1986, and co-founded the R & W agency in 1987. With a solid background in accounting and agri-business management, he quickly developed a reputation as a...
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Larry D Risley, LUTCF, CLU

Associate

Born and raised in Stafford County, Kansas, Larry is a graduate of St. John High School and The College of Emporia, with post-graduate studies at Emporia State University. Following a five-year stint with the Army National Guard, Larry...
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Kacie Robbins

Associate

Kacie is a life-long resident of Augusta, KS. She worked for the Greater Wichita YMCA for 11 years with several positions ranging from Youth and Family Coordinator, to Manager on Duty, to working her way up to managing one of the...

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Aaron Sloan

Financial Advisor

Aaron is a two-time graduate of Southwest Baptist University in Bolivar, Missouri. He double majored in Economics/Finance and International Business, and he was recognized as the “Outstanding Business Administration...

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David C. Smith, CLU, LUTCF, ChFC

Financial Advisor

David grew up on a small family farm in Northwest Arkansas. He was the middle son in a family of five boys. On the farm he learned the value of hard work, and he developed an optimism and love for simple things that still marks his...
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Elizabeth Jan Stembridge, ChFC®

Director of Securities

Jan has a Bachelor of Business Administration degree with major emphasis on economics and accounting from Wichita State University. She is a Registered Principal with The O.N. Equity Sales Company (ONESCO), providing guidance and...
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Chris Taylor, M.E.

Financial Advisor

Chris is a life-long resident of Wichita, graduating from Wichita High School East and earning undergraduate and graduate degrees from Wichita State University. He began his professional career as an intern for Wichita Baseball, Inc.,...
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John W. Taylor

Associate

John is a life-long Kansan and graduate of Central College of McPherson. Following a stint with the U.S. Coast Guard, John spent several years working for farm cooperatives. In 1984, he brought his exceptional financial management...
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Mike Truly

Financial Advisor

Mike, a Ouachita Baptist University graduate and Wichita resident since 1992, takes his role as a financial services professional seriously. Having spent more than twenty years calling on and working with small businesses, Mike has...
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Isaac Ulbrich

Financial Advisor

Isaac is a life-long Kansan and Wichita area resident. He is a Valedictorian graduate from Maize High as well as a Cum Laude graduate of Wichita State University with a bachelors degree in Finance. He began his career in financial...
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Craig Wright, MBA

Financial Advisor

Craig is a Summa Cum Laude graduate of Southwest Baptist University, where he also completed his graduate studies and served on staff as an admissions advisor. Helping families through the college admissions process gave him an...

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Shawn Wyatt CFP®, CRPC

Financial Advisor

Shawn began his career in the financial services industry in 2006 after graduating from Emporia State University. As a Certified Financial Planner®, Shawn believes that with proper strategy and planning both personal and financial...
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