Our advisors

Joshua Wright

CRPC, CEPA®, APMA

Private Wealth Advisor

Managing Director
Learn more about Joshua Wright Visit Joshua Wright's website

David Crow

CRPC, APMA

Financial Advisor

Vice President
Learn more about David Crow Visit David Crow's website

Curt Ittner

APMA

Financial Advisor

Vice President
Learn more about Curt Ittner Visit Curt Ittner's website

Kyle Milfeld

APMA

Financial Advisor

Learn more about Kyle Milfeld Visit Kyle Milfeld's website

Darren Pracht

APMA

Financial Advisor

Managing Director
Learn more about Darren Pracht Visit Darren Pracht's website


Our team

Diana Preston

Diana Preston

Client Service Associate,

Practice Manager
Pooja Mishra

Pooja Mishra

Client Service Associate

Andrea Peine

Andrea Peine

Registered Operations Leader,

Practice Manager

Qualifications

    • Bachelor of Science in Finance from Wichita State University
    • Series 7 and Series 66
    • 18 years of experience in the Financial Services industry
    • Notary

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