Broker Check

Our Team

Craig  Kurth

Craig Kurth, CFP®

CEO & Wealth Advisor

816-452-4000

816-452-4009

Alexandra  Kurth

Alexandra Kurth, CFP®

President & Wealth Advisor

913-323-3113

913-323-3109

Kristen  Guerrero

Kristen J. Guerrero, MBA

Director of Compliance & Wealth Advisor

913-323-3112

913-323-3109

Michael  Garden

Michael Garden

Wealth Advisor & Vice President of Operations

816-452-4000

816-452-4009

Herman  Lall

Herman Lall

Senior Vice President, Wealth Advisor

913-323-3111

913-323-3109

Jonathan  Lall

Jonathan Lall

Wealth Advisor & Vice President of Operations

913-323-3111

913-323-3109

Christopher  Wade

Christopher R. Wade, CMFC®

Senior Vice President, Wealth Advisor

816-358-2463

816-795-1581

John J. Skowronski II

John J. Skowronski II

Vice President & Wealth Advisor

816.537.4114

816.537.9142

Robert Wright

Robert C. Wright, Jr., CFP®

Wealth Advisor & SVP of Business Development

816.630.1170

816.630.1174

Ann Case

Ann Case

President & CEO

816.630.1170

816.630.1174

Jim Schank

Jim Schank

Wealth Advisor Assistant

816-452-4000

816-452-4009

George  Sutton

George Sutton

Client Service Specialist

816-452-4000

816-452-4009

Irene  Schilling

Irene Schilling

Administrative Assistant

816-452-4000

816-452-4009

Tom  Sellers

Tom Sellers

Operations Manager

913-323-3113

913-323-3109

Renee Turpin

Renee Turpin

Administrative Assistant

Caleb  Wade

Caleb Wade

Client Service Specialist

816-358-2463

816-795-1581

Jessica Wade

Jessica Wade

Advisor Assistant

Lara Wade

Lara Wade

Advisor Assistant

Paul Tipton

Paul Tipton

Wealth Advisor Assistant

816.630.1170

816.630.1174