Doug possesses over 25 years of experience in the field of investments and portfolio management and specializes in designing asset allocation strategies for individual and institutional clients. After graduating from the University of Notre Dame in 1993 with a Bachelor of Science degree, Doug attended the University of Chicago, receiving a Master of Business Administration in Finance. Doug is a regular guest on Bloomberg Radio and is quoted frequently in the financial press. Originally from Upstate New York, Doug currently resides with his family in Leawood, Kansas.
Tom is from the Kansas City area and attended Rockhurst High School. He went on to receive a degree in Finance from Saint Louis University and holds the prestigious CERTIFIED FINANCIAL PLANNER™ designation. He has over 13 years of experience working with both institutions and private clients in the areas of asset management and financial planning. Tom and his wife Kelly have 3 boys and live in south Kansas City. He actively supports several local charities and is on the Planned Giving Council at Children’s Mercy Hospital.
Stefanie is originally from St. Louis, Missouri and graduated from Missouri State University with a Bachelor’s degree in Finance in 2004. After graduating, she started her career in the financial advisory industry. She relocated to Kansas City in 2006 and joined forces with Doug in April 2007. Stefanie’s experience and knowledge make her very effective at handling compliance, the care of client accounts and daily operations for the firm.
John is from Overland Park, Kansas and attended Rockhurst High School in Kansas City. He went on to study at Saint Louis University, graduating in 2009 with a Bachelor’s degree in Finance and Accounting. John has over 7 years of investment analyst experience, has earned the Chartered Financial Analyst® (CFA) designation and holds his Series 65 license. John provides support in the areas of investment research and analysis, asset allocation, financial planning as well as trading and operations.
Lindsay is a Tacoma, Washington native. She moved to California to attend Santa Clara University, and graduated with a degree in Biochemistry in 2004. She then went on to pursue a Master’s of Accountancy from Golden Gate University, graduating in 2005. After working as an accountant in California for 3 years, she and her husband relocated to Kansas City in 2007 and began working with Doug in 2008. Along with preparing client presentations, Lindsay offers support in the areas of asset allocation and trading.
John is from Kansas City, Missouri and attended Rockhurst High School. He went on to receive his Bachelor’s degree in Accounting and Finance from the University of Kansas. After graduating, John started his career in the wealth management industry. He is currently in the process of completing the Certified Financial Planner (CFP®) designation. Along with investment research, he helps develop financial plans for clients. John and his wife, Courtney, currently reside in Kansas City, Missouri.
Dezi is a Denver, Colorado native. She moved to Lawrence to attend the University of Kansas, and graduated with a Bachelor’s degree in English in 1998. She went on to open her own retail boutique in Denver, Colorado catering to local handmade goods & gifts. She brings over 15 years of customer service experience and has worked in retail, hospitality and marketing. Dezi and her husband relocated to Kansas City in 2015 joining Kavar Capital to help assist in client service and marketing. She supports animal rescue and is a volunteer for The Rescue Project of Kansas City.