Overland Park Location

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

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Meet Our Kansas City Team

Charles-Welsh

Charles Welsh, CFP®

Wealth Management Advisor
Hamilton-Trinidad

Hamilton Trinidad, AFIM®, APMA®, AWMA®, CMFC®

Senior Vice President & Kansas City Market Executive
Ken Frevert

Ken Frevert, MBA, AWMA®

Senior Vice President & Senior Portfolio Manager, Kansas City Location Manager
Melanie Holland

Melanie Holland

Vice President & Relationship Manager