Our Team

“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...

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...

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,...

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...

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...

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...

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...

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...

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...

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...

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...

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...

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 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...

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...

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...

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...