About our team

Brynn comes from a family of financial advisors in the Kansas City area and brings a breadth of experience in investment consulting spanning more than 20 years. She provides wealth management services and customized wealth plans to help confirm clients have sufficient savings to enjoy retirement and achieve their unique financial goals. Brynn strives to provide the exceptional service clients expect and deserve with a commitment beyond helping them manage their wealth. She has the Certified Plan Fiduciary Advisor (CPFA^TM) credential that demonstrates knowledge, expertise and commitment in developing and implementing customized retirement plans for each client. Brynn has also passed the Series 7, 65 and 66 exams and holds life and health insurance licenses. Away from the office, she enjoys spending time in the garden, and traveling with her husband and son. Brynn is a member of the board and serves on the Finance Committee for the non-profit Phoenix Family, helping Seniors, Families, and Children in need.