Andrew learned the value of hometown service growing up in El Dorado and embodies that understanding through the service he provides clients. After realizing the confidence that can be achieved through proper planning, he decided that a career in the financial planning industry would be the best way he could give back to those around him. Andrew made this realization at the age of seventeen and subsequently spent the next summer as an intern for our firm. His resilience, devotion, and fine attention to detail has made him an excellent fit on our team. Andrew earned his Bachelor of Business Administration in Finance from Wichita State University and continues to expand the quality of our practice through education and experience.
While most of Andrew’s time is devoted to work, he does his best to spend his time outside of the office in meaningful and enjoyable ways. Andrew is a volunteer board member for Tri-County CASA Inc., a nonprofit devoted to advocating for abused and neglected children within the judicial system. When Andrew is finished working and volunteering, he enjoys spending time outdoors. Whether it be hiking, camping, fishing, or simply sitting in a backyard, Andrew enjoys the fresh air and beauty provided by the outdoors.
Providing a New Perspective on Retirement Planning
David understands how important perspective is for people preparing to retire. A veteran financial planner and former planner for Dean Witter, David left the corporate world to focus his skills and make a bigger impact in the lives of others. By specializing in the needs of business owners and professionals, he is able to improve the level of services he provides and better serve his clients’ unique needs. Not content to be consigned to a limited range of products and services, David decided to serve his clients’ needs as an independent financial consultant with LPL Financial.
As an LPL independent financial consultant, David researches and offers objective, comprehensive financial guidance based on the unique goals and objectives of individuals and families. He works closely with area professionals to help them define their goals. By keeping them informed and involved, he provides a specialized level of service and accessibility.
“My focus with clients is to clearly explain the intricate process of effective retirement planning, so they can make educated choices.â€
Going Any Distance to Address Client Needs
David loves the outdoors and brings the same energy, focus and passion to his work with clients as he does to his favorite pastimes—running, paddle boarding, biking, scuba diving, fishing and kayaking.
Possessing an innate attention to detail, David provides each client with a complete and detailed financial picture. He’s dedicated to going above and beyond to analyze his clients’ financial situations and provide them with a new perspective on their financial future. He thoroughly explains their options and helps them create comprehensive strategies.
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Paul is a born and raised Kansan. When not at the office crunching numbers, he enjoys time at home with his wife Ashley, his son, Ty (4) and daughter Lorelei (1). Beyond work and family time, he can be found serving his church, coaching his son’s tee-ball team, sitting around a fire-pit with trusted friends, crouched in a duck blind, or at just about any sporting event. Paul finds great fulfillment volunteering with God’s Army in Kansas City to revitalize the homes of people in need throughout the metro area.
After earning a Business degree from Kansas State University in 2006, Paul entered the Financial services industry and has been serving clients by providing financial planning advice and investment management. He attained the Chartered Retirement Planning Counselor℠(CRPC®) designation in 2007 and utilizes his financial acumen to ensure families are making sound financial decisions. Paul’s areas of expertise include comprehensive financial planning, asset accumulation, retirement distributions, tax strategies, estate planning, investment management, and insurance planning. As an LPL Registered Principal, Paul is a Managing Partner and Financial Advisor with nVision Wealth.
Derick grew up in Paola, Kansas and graduated from Pittsburg State University where he double majored in Finance and Economics. Derick earned the designation of CERTIFIED FINANCIAL PLANNER™ (CFP®) in 2013 along with the designation of Chartered Retirement Planning Counselorâ„ (CRPC®). He has been working closely with clients since 2004 to help them build a blueprint that will guide them toward their financial goals. He is passionate about forging a relationship with every client and transparently counseling them through the myriad of life’s financial changes.
When Derick is not at work, he enjoys spending time with his wife Christina and coaching his kids’ baseball, football, and basketball teams. During football and baseball seasons, Derick, Christina, and their children Cameron (16), Colten (8), and Brooklyn (5) can be found cheering on the Chiefs and the Royals. Derick also enjoys serving with Hope Builders as they repair, maintain, or adapt homes for low income, elderly, or disabled people in the Kansas City community.
Melissa is Director of First Impressions at W Investments where she enthusiastically embraces her role by greeting everyone who walks through the door with kindness and a smile.
Melissa maintains a sense of order, organization and calm in managing the front office, from answering clients’ questions to ensuring all necessary paperwork is accurate for every account.
“I love being able to assist clients with all of their needs no matter how small,†Melissa says.†Call her today about becoming a client and see how she welcomes you to the W Investments family!
Born and raised in Kansas, Melissa received her associate’s degree at Butler County Community College and went on to attend Kansas State University. She married husband Rob in 2002. They have two daughters, Justi and Elle, and a dog named Mia. When she’s not engaged in making our clients feel at home, Melissa enjoys spending time with family and friends.
With over 15 years of experience, Scott Staley specializes in providing financial and wealth management, advice, and guidance. He holds the CERTIFIED FINANCIAL PLANNER™ certification, which is one of the most recognizable and respected credentials in the financial services industry.
Scott began his career in 2003 with LaSalle Financial Services. He then merged with Bank of America Merrill Lynch in 2009, before joining the initial partners at IHT Wealth Management. Scott’s key areas of expertise include retirement and estate planning and money management.
Scott helps simplify the complexity of his clients’ financial lives by providing advice and guidance based on time-tested investment and planning principles. At the heart of his philosophy is a passion to build enduring relationships with individuals, families, and small businesses through a commitment to providing outstanding service.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, Certified Financial Planner™ and federally registered CFP (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
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Jennifer Siebenaler is currently a Client Relationship Manager at IHT Wealth Management. Â She started her career at Wendt Financial Group in 2006, and joined IHT in November of 2017. Â Her responsibilities are many but focus on Advisor support, particularly in the area of individual client needs nearing and entering retirement, 401(k) retirement plan support, electronic data design and maintenance, compliance, and marketing design.
Jennifer holds her Life Accident and Health license in Illinois. Ms. Siebenaler attended the University of Iowa, in Iowa City, Iowa, graduating in December, 2005 with a Bachelor of Arts degree majoring in Political Science with a minor in Business Administration.
Jennifer participates in many charities in the Chicago land area. She has been an advocate for the March of Dimes, organizing one of the top family teams in the state of Illinois, which has raised over $65,000 in eight years.  Separately, in 2015 she started Team Born to Run for the American Brain Tumor Association’s annual BT5K.  Over the first four years, that team has raised close to $30,000.  She currently resides in Westmont with her playful dog Hollie.
