Doug possesses over 25 years of experience in the field of investments and portfolio management. He specializes in designing asset allocation strategies for individual and institutional clients. After graduating from the University of Notre Dame in 1993, Doug attended the University of Chicago, receiving an MBA in Finance. Doug is a regular guest on Bloomberg Radio and is quoted periodically in the financial press. Originally from Upstate New York, Doug currently resides with his family in Leawood, Kansas.
Tom has over 17 years of experience working with both institutions and private clients in the areas of asset management and financial planning. He sits on the Kavar Capital Investment Committee and leads the firm’s financial planning effort. 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. Tom and his family live in Leawood, Kansas.
Stefanie is originally from St. Louis and graduated from Missouri State University. She began working in the wealth management industry shortly after college and has over 15 years of experience. Stefanie handles compliance and operations for Kavar and is involved in all aspects of enhancing the client experience. She and her family reside in Kansas City, Missouri.
John has over 12 years of experience as an investment analyst within the wealth management industry. John is responsible for leading the firm’s investment committee and overseeing all aspects of the investment process, including asset allocation, manager due diligence, research, analysis and the selection of investments. John is from Overland Park, Kansas, attended Rockhurst High School and then Saint Louis University, graduating with a degree in Finance and Accounting. John obtained the Chartered Financial Analyst (CFA) designation in 2015.
Jack has served individual clients and families in the financial services industry for 5 years. He focuses on financial planning and portfolio implementation, approaching each relationship differently. Jack graduated from the University of Kansas in 2013 with a degree in Civil Engineering. After spending his early years designing highways and roads, he decided to shift his focus to financial engineering upon finishing his MBA at UMKC in 2018. Jack is a CERTIFIED FINANCIAL PLANNER™ and resides in Fairway, KS with his family.
Laura Ismert is a lifelong resident of Kansas City, Missouri. She attended St. Thomas Aquinas High School and went on to graduate from The University of Kansas. Her knowledge and expertise includes a background in the wealth management industry since 2012. Laura provides operational support for Kavar. Family is important to Laura, as she comes from a large family and is the mother of two beautiful daughters.
Matthew is from Wichita, Kansas and graduated from the University of Kansas with a bachelor’s degree in Finance. Upon graduation Matthew began working in the Financial Services industry and is in the process of acquiring his Series 65 license. Matthew supports Kavar in the areas of trading and asset allocation. He currently resides in Kansas City, Missouri.