Team Spotlight: Jacque Hayes
Fun Facts About Jacque Where were you born? Kansas City Mo. What’s your biggest pet peeve? People licking their fingers and touching something before handing it to you. Favorite vacation spot? Toss up between Mexico for relaxation and Disney for family fun! What was the first concert you attended? Lyte Funkie Ones (LFO) Cats or Dogs? Dogs My favorite candy …
Team Spotlight: Scott Dougan
Many of you already know Scott, but you may not know these fun facts: Scott was born in 1973 in Topeka, Kansas. He is the oldest of three siblings. Scott met his wife, Jennifer, in Las Vegas, NV at a mutual friend’s birthday party. He loves to cook and almost went to culinary school before starting his career as a …
Team Spotlight: Katie Murray
Katie Murray, Office Manager Please welcome our newest team member Katie Murray. Katie will be the friendly voice you’ll hear when you call the office and the bright & cheerful face you’ll see when you walk in. Katie was born and raised in “The Good Life” of Nebraska, go Huskers! She has an extensive background of over 8 years in …
Employee Spotlight: Priscilla Hansen
Priscilla Hansen, Client Services Coordinator Priscilla assists advisors with their client requests and is committed to bringing excellent services and support to our clients. Priscilla has over 20 years of office experience involving various roles, specializing in client relations, with 7 years’ experience in the financial industry. She is currently working on her Bachelor’s Degree in Economics and holds her …
Employee Spotlight: Brook Chavers
Brook Chavers, Client Services Associate Brooke moved to Kansas City to study music and literature at the University of Missouri – Kansas City. She is a St. Louis native and visits home often to attend baseball games with her family, at Busch Stadium. Her favorite thing about Kansas City is its rich artistic culture. She enjoys going to the symphony …
Employee Spotlight: Melissa Ceballos
Melissa Ceballos, Director of Talent and Business Acquisition Melissa has nearly 20 years’ experience in roles involving HR/Talent Acquisition, Sales, Marketing, and Business Development and has a true passion to help people! In everything she does her focus has always been on developing strong, meaningful, and long-lasting relationships to understand needs and align resources effectively. Melissa was born and raised …
Employee Spotlight: Daniel Allgaier
Daniel Allgaier, Financial Planner Daniel is from Utah and loves the diversity of the Utah landscape and changing seasons, especially the fall. He graduated from Utah Valley University with a degree in Personal Financial Planning. He carries is Series 7 and 63 licenses and will be sitting for the CFP® exam in April of 2020. Daniel and his wife, Raina, …
Employee Spotlight: Julia Urquhart
Julia Urquhart, Office Manager Julia grew up in the Kansas City area, attending Universities of Missouri – Columbia & Kansas City, where she studied Business with emphasis in Entrepreneurship, Marketing, and Psychology. When not working Julia spends her time running around with her thirteen year old step-son, Jonathon, and two rescue dogs, Rocky & Rosie. She enjoys gardening, playing golf …
Employee Spotlight: Liz Kirkby
Liz Kirkby Client Relationship Manager Liz is a native Utah girl, although she has spent many years living in California and Nevada as well. She received her Bachelors in Math Education from BYU and is currently working on a Masters in Management and Leadership. Liz currently lives in Saratoga Spring and has 6 children. She enjoys singing karaoke, eating chocolate, …
Employee Spotlight: Holly Smith
Holly Smith Office Manager Holly is from Utah and Idaho and calls both of them home. She is married to Brady and they have 3 sons, 1 daughter in law, and 2 perfect grandkids. Holly’s favorite nick name is Nana, of course. Holly and her family love the outdoors and are always planning the next road trip, which usually involves …