An experienced and committed team

Focused on multigenerational wealth and long-term client relationships

The investment management industry has evolved significantly since I began my career in 1986. What has remained constant is the importance of trusted relationships, families and individuals partnering with advisors who act with integrity, experience and care. 

Throughout my career, I’ve been fortunate to work closely with clients and families to help them grow, preserve and transition wealth across generations. I also had the privilege of working alongside my father for nearly 20 years. An experience that continues to influence how I advise clients today.

That responsibility continues to guide my work today and I remain energized by the relationships still to be built and the opportunities ahead.

When I'm not working with clients, my wife and I enjoy spending time with our four children and extended family. I’m active in several Kansas City organizations, including Avila University, St. Joseph Educational Ministries, Visitation Church, and the KC Plaza Rotary Club. I also enjoy playing golf, hunting, fishing and studying history.

“One of my proudest moments as a professional was being mentioned by a client during his daughter’s wedding reception toast. He thanked me for being helpful in getting his children through college. They are all still clients today” —Gary D. Smith

Specializing in business owners, succession planning and legacy strategy

I am grateful for the opportunity to work alongside exceptional clients and families. My perspective was shaped early in life by my father, a successful entrepreneur whose experience highlighted the importance of aligning business success with long-term financial planning.

That experience continues to influence my work today, particularly when advising business owners and families navigating complex financial decisions.  Since beginning my career in 1986, I have focused on succession planning, wealth transfer and helping clients think strategically about the lasting impact of their financial decisions.

In 2015, I joined UBS to expand the resources and capabilities available to my clients and to better support their evolving needs.

I’ve seen firsthand how financial decisions impact not just wealth, but lives and legacies behind them, which is why I focus on helping clients make thoughtful decisions that align with their goals and future priorities. 

Outside of the office, I enjoy quality time with family and friends, golfing, traveling and working on hobby cars. I also remain actively involved with Kansas State University and related organizations.

“I am passionate about helping clients align their assets with their goals, preserve their wealth, and build a legacy that reflect their wishes.” —James Lipari

Guiding investment strategy through changing market environments

The dynamic nature of financial markets is what first drew me to this profession and it continues to motivate me today. I enjoy helping clients navigate complexity and make confident financial decisions aligned with their goals.

My experience across institutional investing, private banking and wealth management leadership provides a broad perspective in developing long-term strategies tailored to each client. I take a disciplined approach to portfolio construction emphasizing clarity, consistency and purpose.  

In 2019, I joined UBS to leverage the firm’s global resources and deliver thoughtful, customized solutions to both individuals and institutional clients.

Away from the office, I enjoy spending time with my family.  I also enjoy watching sports especially college football, playing tennis, reading and spending time at the lake.

“I am fascinated by financial markets and designing plans and strategies helping clients to feel confident and excited about their future.” —Timothy Laughlin

Focused on responsive client service and operational excellence

I began my career in financial services in 1999 in operations, which gave me a strong understanding of the processes that support a high-quality client experience. That foundation naturally led me into client service and relationship support.

Over time, I've come to value the importance of responsiveness, organization and consistency in every client interaction.  I take pride in helping ensure each experience is smooth, efficient and well managed.

Being part of a collaborative team allows me to contribute to meaningful client relations while maintaining a high standard of service. 

Outside of work, I enjoy spending time with my children and rescue dog. You can also find me volunteering with Girl Schouts, following local sports teams, reading, sewing and putting together puzzles.

"Success is the sum of small efforts, repeated day in and day out" —Robert Collier

Focused on detail-oriented support and a seamless client experience

I support the advisory team and clients by helping ensure day-to-day needs are handled efficiently and accurately. From account maintenance to client requests, I focus on keeping everything moving smoothly behind the scenes.

I bring a disciplined approach centered on organization, attention to detail and consistent follow through, creating a dependable experience for both clients and the team. 

I've had the opportunity to work alongside Jim Lipari for many years, building a strong partnership that continues today as part of the team. 

Outside of the office, I treasure time spent with my husband and family, including our children, grandchildren and our dog, Toby. I also love cooking, reading, yoga, long walks and following Nebraska volleyball. 

“The more grateful I am, the more beauty I see.” —Mary Davis

Focused on client experience, engagement and team coordination

I bring a relationship‑driven approach shaped by experience in operations, client service and client implementation. My focus is on delivering a seamless and thoughtful client experience, supported by strong organization, responsiveness and attention to detail.

Working closely with both advisors and clients, I support engagement efforts, marketing initiatives and ongoing communication. I take pride in building long‑lasting relationships with a growing client base and consistently striving to exceed expectations.

Outside of work, you’ll often find me at one of the many sporting events for my three active kids. I value time with my family, whether we’re traveling together or enjoying a simple family game night at home.

“Do not go where the path may lead, go instead where there is no path and leave a trail.” —Ralph Waldo Emerson