Team

 

Robert Wright CFP

President & CEO

(816) 630-1170

(816) 630-1174

rwright@lpl.com

Series 7, 24, 63, 65 Life and Health, Certified Financial Planner

Read more

Ann Case

Wealth Advisor

(816) 630-1170

(816) 630-1174

ann.case@lpl.com

Ann Case, a life-long resident of Missouri entered the financial services industry in 1981 working withclients from all walks of life, she strives to assist each one by addressing financial goals and continuing toplan for tomorrow...

Read more

Diane Teegarden

Service Manager

816-630-1170

816-630-1174

cdiane.teegarden@lpl.com

A life-long resident of Excelsior Springs Diane lives in the family home that her parents built. She concentrated on business courses at ESHS and the area Vocational School. Diane obtained her Bachelor’s Degree from CMSU with a...

Read more