Who We Are

 

Lance Trammell , CFP®, RICP®, MBA

Founder and Advisor

Office 816-412-1536


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Edward James Gipson , MBA, CFP®

Founder and Advisor

Office 913-676-8062


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Ashley L Semidey , RICP®

Director of Investments and Operations

Office 816-412-1540


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Britni Curtis

Insurance Operations Specialist

Office 913-676-8007


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Samantha J Jolliff

Event and Brand Manager

Office 816-412-1534


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Mita Patel

Client Relations

Office 913-362-5000


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Ronald L Hendren

Client Service Representative

Mobile 573-248-7159


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