Team
Robert Wright. CFP®
President & CEO
(816) 630-1174
Series 7, 24, 63, 65 Life and Health, Certified Financial Planner
Diane Teegarden
Service Manager
816-630-1174
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...
Paul Tipton
Financial Advisor Assistant
Paul obtained his securities licenses FINRA securities S7 and S63 in 2008. Primary firm responsibilities include but are not limited to; securities research, trade execution as well as client services
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