Who We Are
Lance brings passion and commitment to his client relationships. As a CERTIFIED FINANCIAL PLANNER™ professional with a master’s degree in financial planning, he guides clients to their goals with a high level of expertise. His number one objective for clients is leading them to fulfilling their life of abundance, whatever that my mean to them.
He started his career in May of 2008 at the peak of the “Great Recession” after finishing his undergraduate degree at the University of Central Missouri. This allowed him the perspective of helping clients achieve their goals when the market and economy were less than favorable. These tough times laid the foundation that built the principles we still plan with today. “A financial plan has to accept and anticipate that we have no control of the market or the economy.” Each clients’ financial planning and wealth management journey is different. If we can create and implement a road map with proven strategies rooted in math and history, we will have the highest probability for success. The one thing we can’t control when navigating that road map is the weather, so we need to make sure we pack a raincoat and snow chains for the adverse times. Putting together these building blocks is something he thoroughly enjoys!
Lance and his wife Heather both grew up in the Lee’s Summit, MO area. They now reside just north of downtown in Liberty, MO with their 2 children and 2 rescue pups. In their free time they enjoy time at the lake as well as good food with good friends! They both carry a deep purpose of helping others which they get to practice each day in their professions.
Edward has always had an interest in finance. It led him to open his first investment account in high school and pursue finance in college. He earned his Bachelor's in Business Administration with an emphasis in Accounting from Rockhurst University, as well as his Master's in Business Administration with an emphasis in Finance. He was introduced to Northwestern Mutual in college and began his career as an intern in 2007. In May of 2016, Edward furthered his education by earning his by earning his CFP® certification to better serve his clients and their financial planning needs.
Edward enjoys getting to know his client’s goals and objectives along with the process of getting them to their desired life of abundance.
Edward and his wife Angie live in Fairway, Kansas with their children, Elliott, Oliver, and Louella. Angie teaches AP Biology at Ewing Marion Kauffman School in Kansas City, Missouri. They enjoy being outdoors, playing sports and traveling as a family. They also enjoy staying involved in their Church and Community.
Ashley has been with Transcend Wealth Management since 2014 and serves as the Chief Operating Officer. Ashley ensures the clients of the Transcend Wealth Management receive stellar service and handles the administration of anything client or account related. Ashley holds her Life and Health License, Series 63 and 7 FINRA registrations, as well as her RICP® designation which enables her to service the investment aspect of the business.
Ashley has been married to her husband, Jason since 2016 and together they have two children, Joseph and Elliana and they enjoy spending time outdoors as a family. Ashley is passionate about building meaningful and effective relationships with the clients of the Transcend Wealth Management.
Britni graduated from Fort Hays State University with a degree in Marketing. She has been with Northwestern Mutual since 2015 and holds her state life and health licenses.
Britni lives in Olathe with her husband Patrick and their 2 children. Britni loves to stay active, be outdoors, and spend time with her family and friends.
Britni enjoys her role handling the insurance services and overseeing the underwriting process.
Sam Jolliff has been with Northwestern Mutual since 2013 and has been with the Transcend Wealth Management since 2017 and truly enjoys being a part of this team.
Sam holds her Life and Health License, and as an Associate Financial Representative, she is responsible for all marketing aspects of the business as well as scheduling client appointments.
When Sam is not in the office you can find her outside at the park with her children and two dogs, cooking or spending time with her family.
Sam is passionate about hosting the most entertaining of events, spreading positivity and creating long lasting relationships with the clients of Transcend Wealth Management.
I have been with Northwestern Mutual since 2015 and have been with Edward Gipson since 2020. I truly enjoy being a part of his team. I hold my Life and Health license and as an Associate Financial Representative I am responsible for running reports and illustrations, coordinating client appointments and day to day record keeping.
My husband and I live in Leawood. In my free time I enjoy walking outdoors, travelling and spending time with family and friends.
Ron Hendren joined Transcend Wealth Management in June of 2020. He has been in the financial services business for over twenty-five years. Born and raised in Hannibal, his family originally settled in the area in the 1800’s and he is a fourth generation Hannibal area resident. He is a graduate of Hannibal High School, attended Hannibal-LaGrange College (now University) and is an alumnus of the University of Missouri. He is a veteran of the U.S. Coast Guard and a current member of Emmett J. Shields Post 55 of the American Legion where he serves as Sergeant-at-Arms of the post Honor Guard. Ron has been married to his wife, Fay since 1971. Together they have three children & five grandchildren. In his free time, Ron likes to fish and is an avid target shooter in both pistol and rifle regimens.