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
Retired
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...
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...
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 J. Freund
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...
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...
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...
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.
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
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...
Larry D. Risley
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...
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
Retired
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...
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...
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...
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...
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,...
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...
Chris White*
Financial Advisor
Chris grew up in the El Dorado area and after moving out of state to complete his education he came back to beloved Kansas. He worked in various industries, looking for a position that would allow him to pursue his passions of...
Eric McCreight*
Financial Advisor
Eric is a Wichita State University Graduate that was born and raised in Wichita. Eric now resides in the Flint Hills of Kansas where he built his family home. Over the years, Eric developed several businesses that he still...