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Team Members

We believe our team approach adds a broader perspective to all we do and provides increased benefits to our clients.

 

Steve Lane, CFP®, brings a tested investment perspective to the team. Steve expanded his critical reasoning skills through the MBA program at The University of Kansas.

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Garrett Halton brings a unique perspective to the team. He worked for nearly two decades in the corporate world, with a primary focus on financial planning for various retail merchandise divisions.

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Shawna Rogers, CPA, brings an accounting and financial reporting background to the team. After graduating Cum Laude from Emporia State University, she entered the public accounting field and soon successfully passed the CPA exam...

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Drew vonEhrenkrook brings a fresh perspective to the team as a client experience team member, and is eager to visit with you. Drew was born in Wichita, Kansas. He moved to Lawrence at eighteen to attend The University of Kansas and, in...

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