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: Springfield

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Laura Combs, CFP®, MBA

Executive Managing Director

Brent Singleton, CFP®, AIF®

Sr. Wealth Advisor, Sr Director

Springfield

Ethan Wallace, CFP®

Wealth Advisor

Springfield

Holly Gray, CFP®

Sr. Wealth Advisor

Springfield

Jeff Bilberry, CFP®

Sr. Wealth Advisor

Branson, Springfield

Mike Sharp, CFP ®, MBA, CLTC ®

Sr. Wealth Advisor

Springfield

Nick McDowell, CFP®

Wealth Advisor

Chesterfield, Springfield

Lucas Schwaller, CTFA®, CES®

Regional Vice President

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

Kaz Woodward, CFP®

Regional Vice President

Branson, Springfield

Blake Parker

Financial Planner

Springfield

Noah Hughes

Financial Planner

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

Haylie Shoemaker

Client Service Specialist

Springfield

Jessica Livingston

Client Service Specialist

Springfield

Stacy Strawn

Client Service Specialist

Springfield

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A Gift That Lasts a Lifetime: Help Your Teen Build a Strong Credit History

Meet our Advisory Team

Search results for:

Laura Combs, CFP®, MBA

Brent Singleton, CFP®, AIF®

Ethan Wallace, CFP®

Holly Gray, CFP®

Jeff Bilberry, CFP®

Mike Sharp, CFP ®, MBA, CLTC ®

Nick McDowell, CFP®

Lucas Schwaller, CTFA®, CES®

Kaz Woodward, CFP®

Blake Parker

Noah Hughes

Amanda Reed

Amber Strength

Haiden Bowman

Haylie Shoemaker

Jessica Livingston

Stacy Strawn

Ready to get started?

Explore More

A Gift That Lasts a Lifetime: Help Your Teen Build a Strong Credit History

Planning for Retirement as a Stay-at-Home Spouse

6 Proven Habits for a Financially Secure Retirement

Let’s get started.