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,...
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...
Justin Bates
Financial Advisor
“Being an independent firm is huge because it allows us to listen to the clients and have the freedom to focus on their desires instead of shareholders. Combining that mentality with the knowledge of this team makes for the best...
Gene Bielefeld
Retired
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...
Jamison Brummel
Associate
Jamison was born in Garnett, KS and has been a resident there for most of his life. A desire to serve his community drove him to become involved the financial services industry. Addressing the whole financial picture of individuals,...
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...
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...
Michael Deschenes
Financial Advisor
Michael Deschenes is a graduate of Southwest Baptist University, with a degree in Economics and Finance. He grew up near St. Louis, speaking both English and French at home, due to his Canadian parents. Having experienced the premature...
Chris Eddy
Associate
A life-long resident of Wichita, Chris graduated from Wichita South High School and Wichita State University. Chris enjoyed a long and decorated career building Project Management and Sales teams for the OEM, Primary and Secondary tier...
Michael J. Freund CLU,ChFC®
Retired
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...
Aaron Grahlman
Financial Advisor
Aaron believes the hard-work ethic he learned growing up in Macon, Missouri, and the unique combination of academic and work experiences he’s garnered since, have particularly equipped him to serve the financial interests of his...
Willard R. Isaacs
Retired
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...
Eric McCreight
Financial Advisor
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...
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...
Robert Powers, M.S., LUTCF
Retired
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...
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...
Delmer Regehr, LUTFC
Associate
Larry D Risley, LUTCF®, CLU®
Retired
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...
Philip Schmidt
Financial Advisor
Philip was born and raised in Newton, Kansas and has continued to be an active member of the Newton and Hesston communities throughout his life. Philip earned a B.A. from Bethel College and a Master’s in Education from the...
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...
Elizabeth Jan Stembridge
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...
Chris Taylor
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.,...
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...
Mark Triplett, MBA
Associate
Mark was born in Arkansas, but moved to Wichita, Kansas at the age of six in 1988, and has been a Wichita resident ever since. He graduated Valedictorian from Wichita Heights High School, and attended Oklahoma Christian University...
Mike Truly
Financial Advisor
Chris White
Financial Advisor
Craig Wright, MBA, ChFC®
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...