Pat has served individual investors, families, business owners and foundations since 1985. He focuses on clients' investment risk and helping balance risk and return through asset allocation. Pat earned his Bachelor's degree from the University of Kansas and received his Certified Investment Management Analyst (CIMA) certification through the University of Pennsylvania Wharton School of Business. He has been recognized among his peers for client service and achievements. Pat and his wife have three children. He is a Board Member of Indian Hills Country Clubtry Club.

Registered States:
AL, AR, AZ, CA, CO, DC, FL, GA, IA, IL, IN, KS, LA, MA, MD, MI, MN, MO, MS, MT, NE, NJ, NM, NV, NY, OK, OR, PA, RI, SC, SD, TX, VA, WA, WI, WY

John joined the Firm in 1984 and has helped his clients weather market cycles to reach their individual goals. He is a graduate of the University of Kansas and received his Certified Investment Management Analyst (CIMA) certification through the Wharton School of Business.One of John's area of focus is IRA rollovers. He is knowledgeable about the nuances of transferring assets from a profit sharing, pension or 401(k) plan to an IRA. He applies this knowledge as he manages individual portfolios, pension plans, profit sharing plans and 401(k) plans.

Registered States:
AR, AZ, CA, CO, CT, DC, FL, GA, IA, IL, IN, KS, KY, MD, MI, MN, MO, MT, NE, NJ, NM, NV, NY, OK, OR, PA, RI, SC, SD, TX, VA, WA, WI