Financial planning tailored to your goals

It's never been more important to access resources and opportunities where you are, but also globally as well. As our client, you are supported by the powerful platforms and solutions of one of the world's leading wealth managers. You can be confident that we provide you with perspective that reaches across continents.

Architect at drawing table

Pursuing your goals together

Our mission is to provide quality strategies customized to your needs. Our goal is to be your primary source of financial advice. To this end, we concentrate our efforts on developing long-term relationships through a commitment to quality client service.

  • Michael Hamilton

    Michael Hamilton

    Senior Vice President–Wealth Management

    Financial Advisor

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    • AL
    • AR
    • AZ
    • CA
    • CO
    • DE
    • FL
    • GA
    • IA
    • ID
    • IL
    • KS
    • KY
    • MA
    • MD
    • MN
    • MO
    • NC
    • NE
    • NV
    • NY
    • OK
    • OR
    • SC
    • SD
    • TX

      • Texas Christian University, Bachelor Fine Arts Speech Communication
      • Chartered Retirement Plans Specialist℠
      One Hallbrook Place, Suite 300
      11150 Overbrook Road
      Leawood, KS 66211
    • Bre head shot

      Breann Weppler

      Client Associate

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        In her role as Client Service Associate, Breann assists with any and all client needs while supporting the team’s Financial Advisors in their daily activities. She especially enjoys working with people one-on-one and developing lasting relationships with clients and their families to help them achieve their financial goals.

        Breann started with UBS as an intern in the summers of 2017 and 2018. Prior to joining the firm full time in 2019, she also worked for a local manufacturer in job costing to monitor the company’s expenses and help control costs. A graduate of Wichita State University, she has a dual degree in finance and management.

              1635 N Waterfront Parkway Blvd
              Suite 250
              Wichita, KS 67206
            • Karen head shot

              Karen Chaney

              Senior Client Associate

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              • AZ
              • CA
              • CO
              • FL
              • IA
              • IN
              • KS
              • MO
              • NE
              • NY
              • OK
              • TN
              • TX

                    One Hallbrook Place, Suite 300
                    11150 Overbrook Road
                    Leawood, KS 66211
                  • Paul Robert Stover

                    Paul Stover

                    Wealth Strategy Associate

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                    • KS
                    • MO
                    • WI

                    Paul has over a decade's worth of financial services industry experience.  He earned dual degrees at The Ohio State University. He earned both a Bachelor of Science in Business Administration and a Bachelor of Arts, specializing in International Business and German.  In his personal life, he has the best day ever while enjoying craft beer, riding bicycles and spending time with his family.

                          One Hallbrook Place, Suite 300
                          11150 Overbrook Road
                          Leawood, KS 66211

                        Defining your priorities. Pursuing what matters.

                        Our experience and structured planning process drives a comprehensive financial plan and customized investment strategies. Depending on where you are in your life and the priorities that matter most, our planning conversations may focus on liquidity management, your cash flow needs, asset replacement solutions such as insurance, estate planning strategies, or tax and legal structures such as trusts and philanthropic vehicles.

                        The circular economy: What is it?

                        Retirement planning

                        Retirement planning

                        Multigenerational planning

                        Multigenerational planning

                        Legacy—Wealth for others

                        For needs that go beyond your own—to help you improve the lives of others

                        What will your legacy be?
                        It’s never too early to plan ahead. A Legacy strategy can help you gain more control over your financial future and what you leave behind, so you can move forward with confidence.

                        Learn more at ubs.com/wealthway.

                        Backed by the strength of UBS

                        A global leader in wealth management

                        Global leader

                        UBS is a world-leading wealth manager

                        Best

                        Private Bank for Sustainable Investing

                        PWM/The Banker Global Private Banking Awards, 2018-2020

                        #1

                        Serving the next generation

                        Euromoney Private Banking and Wealth Management Survey, 2020-2022

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