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, Leawood

Lucas Schwaller

Lucas Schwaller, CTFA®, CES®

Sr. Vice President

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

Kaz Woodward, CFP®, CPWA®

Regional Vice President

Branson, Springfield, Chesterfield, Ames, West Des Moines

Amanda Reed

Sr. Manager, Client Service

Ames, Branson, Chesterfield, Springfield

Amber Strength

Sr. Client Service Specialist

Branson, Springfield

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