Herman Lall & Team
Alexandra Kurth Garden, CFP®
President & Wealth Advisor
913-323-3109
As a CERTIFIED FINANCIAL PLANNER™ professional, Alexandra helps her clients develop a financial plan that is unique to them and their needs. She serves as a trusted advisor and through consistent monitoring is able to see where...
Bradley S. Morris
Wealth Advisor
815-651-8570
Bradley obtained his bachelor’s degree in Finance from Northern Illinois University. He believes diversification and proper asset allocation are the keys to pursuing long term financial goals, while educating his clients and...
Caleb Wade
Client Service Specialist
816-795-1581
Caleb Wade has been with the team since July 2014. He and his wife Jessica were married in early 2014 and live in Blue Springs, MO with their cats, Marcel and Caroline. Caleb actively participates in a medieval and fantasy reenactment...
Christa Garza
Administrative Assistant
816-452-4009
Christopher R. Wade, CMFC®
Senior Vice President, Wealth Advisor
816-795-1581
Christopher began his career with Waddell & Reed in 1990. Christopher graduated from Southwest Baptist University with a Bachelor Science in Business Administration with a concentration in Finance and a Bachelor of Science in Economics...
Craig Kurth, CFP®
CEO & Wealth Advisor
816-452-4009
Craig founded PCG Wealth Advisors in 2018 because of his desire to make a difference in the lives of his clients and advisors alike. He believes that doing business should be simple and honest. With that in mind, he designed a firm for...
Diane Teegarden
Service Manager, WealthSprings LLC
816.630.1174
A life-long resident of Excelsior Springs Diane lives in the family home that her parents built. She concentrated on business courses at ESHS and the area Vocational School. Diane obtained her Bachelor’s Degree from CMSU with a...
Doug Davis
Partner & Wealth Advisor, Limestone Wealth Management
502.526.4472
The above listed company and individual, PCG Wealth Management and LPL Financial are all separate entities. Securities and advisory services offered through LPL Financial, a registered investment advisor. Member FINRA/SIPC.
George Sutton
Client Service Specialist
816-452-4009
George holds a master’s degree in economics from University of Missouri Columbia. He began his finance career as an advisor in 1991. He has been Married 40 years with 2 adult children and 2 grandchildren that are now driving ages...
Gregg A. Fogel, CMFC®
CEO & Wealth Advisor, SGF Associates Wealth Management
513.914.0162
Gregg has been a financial advisor since 1997. Prior to that he served in the US Army as a member of the Special Forces Unit and was stationed in Uijeonbu, South Korea. Gregg achieved his Chartered Mutual Fund Counselor designation,...
Jim Schank
Wealth Advisor Assistant
816-452-4009
He holds a B. S. E. in Education from MWSU M. A. in Music Performance from Drake University M. M. in Music Conducting from UMKC...
Michael Garden
Wealth Advisor & Vice President of Operations
816-452-4009
As a Wealth Advisor, Michael helps his clients’ articulate, plan for, and pursue their financial goals through comprehensive financial planning and investment planning. Michael is the son of business owners, so at a young age, he...
Mike Petrosky
Partner & Wealth Advisor, Limestone Wealth Management
502.785.2929
The above listed company and individual, PCG Wealth Management and LPL Financial are all separate entities. Securities and advisory services offered through LPL Financial, a registered investment advisor. Member FINRA/SIPC.
Robert C. Wright, Jr., CFP®
President & CEO, WealthSprings LLC
816.630.1174
With more than twenty five years of leadership within the financial services business......
Scott Muss
Partner & Wealth Advisor, Limestone Wealth Management
502.409.6637
The above listed company and individual, PCG Wealth Management and LPL Financial are all separate entities. Securities and advisory services offered through LPL Financial, a registered investment advisor. Member FINRA/SIPC.
Shelly Fogel, CMFC®, CDFATM
Partner & Wealth Advisor, SGF Associates Wealth Management
513.914.0162
Shelly is a 1995 graduate of the University of Cincinnati with a degree in Economics and Spanish. Before graduating, she resided in Alcala de Henares, Spain to learn the language and complete her study abroad program. In 1996 she began...
Tom Sellers
Operations Manager
913-323-3109
Tom is an integral member of Alexandra’s team with over five years of financial services industry experience. Clients enjoy Tom’s contagiously positive attitude, attention to detail and eagerness to help. As the Operations...