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 16 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 wealth management industry. She relocated to Kansas City 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 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 10 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 and trading.
John is from the Kansas City area and graduated from the University of Kansas with a Bachelor’s degree in Accounting and Finance. He holds the CERTIFIED FINANCIAL PLANNER™ designation. John has several years of wealth management experience serving high net worth clients. He is responsible for developing financial plans as well as investment allocation and trading. John and his family currently reside in Leawood, Kansas.