Your Local Team of Wealth Experts

Begin a generational partnership with accessible, trusted financial advisors who have your best interests at heart.

Brandy Felzien, CFP®

CHIEF WEALTH OFFICER

PHONE: 785-404-2510
IRON STREET SALINA, KS

Email Brandy

Dave Stanley, CFP®

SENIOR WEALTH ADVISOR

PHONE: 785-404-2510
IRON STREET SALINA, KS

Email Dave

Keith Leonard

TRUST OFFICER

PHONE: 785-404-2510
IRON STREET SALINA, KS

Email Keith

Cameron Becker

ASSOCIATE WEALTH ADVISOR

PHONE: 785-404-2510
OHIO STREET SALINA, KS

Email Cameron

Erica Chapel

TRUST OPERATIONS OFFICER

PHONE: 785-404-2510
OHIO STREET SALINA, KS

Email Erica

Mildred Castillo

CLIENT SERVICES COORDINATOR

PHONE: 785-404-2510
IRON STREET SALINA, KS

Email Mildred

Bailey Randall

TRUST ASSOCIATE

PHONE: 785-404-2510
IRON STREET SALINA, KS

Email Bailey

Allison Fox

WEALTH ASSOCIATE

PHONE: 785-404-2510
OHIO STREET SALINA, KS

Email Allison

Wealth Management Locations

In addition to our Wealth Management locations in Salina, Kansas, we work with clients across the state of Kansas. We are here to help you develop a personalized financial strategy to work towards your goals.

Salina Ohio Street Location

2130 S Ohio St, Salina, KS 67401

Salina Iron Street Location

201 E Iron Ave, Salina, KS 67401

Schedule a Consultation

Schedule a consultation today with our team of local wealth experts. It’s time to begin a generational partnership with accessible, trusted partners who have your best interests at heart.

Schedule your consultation

Learn More About Us

Learn more about our products and services.

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Investment Products: Not FDIC Insured • Not a Bank Deposit • No Bank Guarantee • May Lose Value