Experience Makes all the difference

We are here to provide quality strategies customized to your needs–and to be your primary source of financial advice. We concentrate on developing long-term relationships through a commitment to quality client service. You can rely on our personalized advice, first-class solutions, and extensive wealth management experience.

Steven H. Hughes, CFP®, CIMA®

Senior Vice President - Investments
CERTIFIED FINANCIAL PLANNER™
Certified Investment Management Analyst (CIMA®)
Institutional Consultant, UBS Institutional Consulting
Visit my personal page
816-751-5288

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Registered States:
AK, AR, AZ, CA, CO, CT, DC, FL, GA, HI, IA, ID, IL, IN, KS, KY, MA, MD, ME, MI, MN, MO, NC, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, TN, TX, VA, VT, WA, WI, WY

William Hunter Wolbach, CFP®

Senior Vice President - Wealth Management
CERTIFIED FINANCIAL PLANNER™
Portfolio Manager
Wealth Advisor
Visit my personal page
816-751-5208

email   Connect with me on LinkedIn




Registered States:
AK, AR, AZ, CA, CO, CT, FL, GA, HI, ID, IL, KS, KY, MA, MD, ME, MI, MN, MO, MT, NC, NE, NH, NJ, NV, NY, OH, PA, TN, TX, VA, WA, WY

Tina Michelle Davis

Wealth Management Associate

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Registered States:
AK, CA, CO, CT, FL, IL, KS, MA, MD, ME, MI, MN, MO, OH, PA, VT, WA

Jennifer Elaine Dunklin

Client Service Associate
816-932-9529

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Registered States:
CA, CO, CT, FL, IL, KS, MA, MD, ME, MO, NV, PA, VT, WA