
Address
11900 College Blvd., Suite 200
Overland Park, KS 66210
Phone: (913) 901-3282
Hours: 8:00 a.m. to 5:00 p.m.
Talk to a Member of Our Team
Meet Our Kansas City Team
Charles Welsh, CFP®
Wealth Management Advisor
Hamilton Trinidad, AFIM®, APMA®, AWMA®, CMFC®
Executive Vice President & Kansas City Market Executive
Ken Frevert, MBA, AWMA®
Senior Vice President & Senior Portfolio Manager, Kansas City Location Manager
Melanie Holland
Vice President & Relationship Manager