Our team provides financial experience focused on you and your goals. Together, we offer a breadth of knowledge, specialized advice and ongoing dedication to exceptional service.



Our advisors

Brent Neihart

MSF, CFA®

Financial Advisor

Managing Director
Learn more about Brent Neihart Visit Brent Neihart's website

Doug Royle

Financial Advisor

Associate Vice President
Learn more about Doug Royle Visit Doug Royle's website

David Neihart

CFP®

Private Wealth Advisor

Managing Director
Learn more about David Neihart Visit David Neihart's website


Our team

Stuart Smith

Stuart Smith

Registered Client Service Associate

Roles & Responsibilities

  • Marketing
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Eduardo Avendano

Eduardo Avendano

Registered Client Service Associate

Personal Intro

Bachelor of Business Administration - Finance, University of Missouri Kansas City, 2020

Roles & Responsibilities

  • Client Relationship Management
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