Meet our Advisory Team

Our unified in-house team across financial planning, investment management, tax, estate, insurance and more—all coordinated by an advisor focused on serving you, not finding new clients.

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Location: Branson

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Laura Combs, CFP®, MBA

Executive Managing Director

Jeff Bilberry, CFP®

Sr. Wealth Advisor

Branson, Springfield

Lucas Schwaller

Lucas Schwaller, CTFA®, CES®

Regional Vice President

Ames, Ann Arbor, Boulder, Branson, Chesterfield, Denver, Denver – Tech Center, Frisco, Green Bay, Livonia, Onalaska, Schaumburg, Springfield

Kaz Woodward, CFP®

Regional Vice President

Branson, Springfield

Amanda Reed

Sr. Manager, Client Service

Ames, Branson, Chesterfield, Springfield

Amber Strength

Sr. Client Service Specialist

Branson, Springfield

Haiden Bowman

Director, Client Service

Ames, Bloomington, Boulder, Branson, Chesterfield, Denver, Denver – Tech Center, Frisco, Green Bay, Ketchum, Madison, Omaha, Onalaska, Schaumburg, Spokane, Springfield

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