Knowledge Powered by experience
Employing a comprehensive, yet focused, approach to your financial situation, we can provide customized investment strategies designed to help you pursue your individual needs and goals. We view this as an in-depth approach to your investment and financial life – taking into account your total asset and liability needs.
Steven H. Hughes, CFP®, CIMA®
Senior Vice President - Investments
CERTIFIED FINANCIAL PLANNER™
Certified Investment Management Analyst (CIMA®)
Institutional Consultant, UBS Institutional Consulting
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816-751-5288
James D. "Jay" DeGoler
Senior Vice President - Wealth Management
Financial Advisor
Senior Portfolio Manager
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816-751-5204
William Hunter Wolbach, CFP®
Senior Vice President - Wealth Management
Financial Advisor
CERTIFIED FINANCIAL PLANNER™
Portfolio Manager
Wealth Advisor
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816-751-5208
Matt W. Tucker, CFP®
Senior Vice President - Wealth Management
CERTIFIED FINANCIAL PLANNER™
Senior Portfolio Manager
Wealth Advisor
Visit my personal page
816-751-5209