Our reasons for becoming financial consultants are deeply personal. We’ve seen the freedom and relief a well-thought out strategy can have, as well as the impact it can create for others. We recognize a lack of understanding can lead to stress and miscalculations that can create a burden for years to come. We’re committed to helping clients navigate these challenges, allowing them to focus on what’s important to them.
Growing up in Columbia, Missouri, Ryan crossed state lines to attend Kansas State University where he majored in finance and accounting. After spending several years in corporate finance, consulting, and audit, Ryan pivoted his career to financial planning. His passion for education, long-term relationships, and honest advice has guided him throughout his career. As a Certified Financial Planner (CFP®) and a Certified Fiduciary Plan Advisor (CPFA), Ryan focuses on the financial planning process with clients. Through his role as a member of the investment committee, Ryan helps guide the firm’s philosophy and portfolios.
Ryan and his wife, Sam, love spending time with their three kids. Much of Ryan’s free time is spent with family both traveling and enjoying time outdoors - golfing, hiking, camping, or a weekend at the lake. He also loves getting back to K-State football games.
Ryan is actively involved in his church and in Rotary, serving in leadership roles in both. He is a founding board member of Hope for Ghana, a non-profit that builds schools, libraries, computer labs, and water wells in the West African country.
Growing up in WaKeeney, KS, Robbin attended Fort Hays State University where he majored in business. After years of operating and growing several businesses, Robbin transitioned to financial consulting in the 1990s. Over the past 20+ years he has used his experience and relationship skills to help his clients navigate their financial picture. Gifted in being able to relate to anyone, Robbin quickly finds a common connection that allows him to better understand and advise their situation. Through his role as a member of the investment committee, Robbin helps guide the firm’s philosophy and portfolios.
Robbin and his wife, Gwen, love to spend time with their daughter Lauren and her family. Robbin can often be found in his shop, woodworking or refurbishing an old machine. His hobby as a bass player has kept him involved in an Oldies Rock & Roll band for over 20 years, and he enjoys participating in his church's praise and worship band.
Robbin is actively involved in his church, the Franklin County Historical Society, and the Ottawa Police Foundation.
Born in Camden, AR but raised in Bartlesville, OK, Ryan graduated from the University of Arkansas and majored in Finance Management & Investments. After graduation, he spent nearly 15 years working in finance, accounting, recruiting, marketing, and strategy roles for both ConocoPhillips and Phillips 66. He has always been drawn to the Financial Planning industry because of his desire and passion to help people.
Ryan and his wife, Kelsey, love spending time with their daughter and son, as well as their dog. Ryan enjoys golf, traveling, volunteering, and supporting the Razorbacks.
Ryan serves in his church, as a Boardmember on the Bartlesville Sports Commission, and as a Trust Authority Member for the Bartlesville Community Center. He is also on the planning committees for Shamrock the Ville 5k benefitting Mary Martha Outreach, and Dancing with the Bartlesville Stars benefitting Paths to Independence School. He has previously served as a Boardmember for Mary Martha Outreach and as Treasurer for Bartlesville KLIFE.
Growing up in Baldwin City, Kansas, Kylee got a degree in paralegal studies from Johnson County Community College. She has 25+ years of experience in the financial services and financial planning industries. Her knowledge of how to run an office and her passion for providing exceptional service have enhanced the team immensely.
Kylee and her husband, Jon, enjoy time with family and they love to be outdoors working on their land and in the garden. She enjoys cooking and reading a good book, and she can often be found perusing area garage sales and auctions.
Growing up in Logan, Ohio, Isaac traveled the 11 plus hours to attend and play soccer at Ottawa University. During his time at Ottawa University, Isaac thrived, receiving academic recognition on campus as he majored in finance with a concentration in economics. Isaac enjoys building relationships and helping people plan out a way to pursue their financial goals. Isaac looks forward to growing his industry knowledge and experience as he pursues the CFP® marks.
Much of Isaac’s free time is spent outside, playing soccer, golf, pick-up sports, or hiking. Being from the buckeye state, Isaac is an avid supporter of Ohio State athletics.
A life-long resident of Ottawa, KS, Parker graduated from Ottawa High School and went on to receive a degree in accounting from Fort Hays State University. After graduation, Parker worked in lending and IT compliance at a community bank, where he was able to increase his familiarity with the local community and gain real-world financial experience. Parker enjoys combining his interest in finance with enthusiasm for developing meaningful, lasting connections with others.
Parker and his wife, Julie, live in Ottawa where they recently completed a full remodel of their first home. In his free time, he enjoys reading anything related to history, golfing, hiking, and spending time outdoors.
Parker is actively involved in his church, as well as the Franklin County Historical Society and the Franklin County Optimist Club.