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CLARIFY YOUR GOALS, INVEST WITH CONFIDENCE

Independent and objective financial advice is what you deserve. It’s also what you will get when you work with our team of LPL Financial advisors. 

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An individual’s life story plays an integral role in the success of their financial strategy. We look forward to hearing yours. 

Tell Us Your Story

Our investment knowledge, insight and experience have prepared us to guide you on your road toward financial prosperity and financial confidence.

Invest with Confidence

Our Services

We offer an integrated discovery and planning process to help you simplify your financial life.  We can offer access to a range of products and services including: IRAs, IRA Rollover Services, Fee-Based Asset Management, Education Plans and much more, depending on your needs and goals. Call us today to schedule your no-obligation complimentary consultation. 

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How We Are Paid

Have you ever felt out-of-line when asking a financial advisor how he or she is paid? If you have, it’s important to understand that it is not only your business to know this, but your right. At Family Wealth Management, it is our pride and privilege to provide complete transparency regarding how we are paid. You can learn more about our two payment types - commission-based and fee-based - as well as what to expect from our firm, by clicking below.

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Meet Our Team

Dari Trout

Dari Trout

Operations Manager

620-221-2853

620-221-3863

Kelsey Wonser

Kelsey Wonser

LPL Registered Sales Assistant

620-221-2853

620-221-3863

Jandi Harding

Jandi Harding

Director of Client Services

620-221-2853

620-221-3863

Andrew Carro

Andrew Carro

LPL Financial Advisor

316-869-0221

620-221-3863

Shane Goldsmith

Shane Goldsmith

LPL Branch Office Manager

316-869-0221

316-351-5802

Linda Berg

Linda Berg

Client Relations Manager

(316) 869-0221

(316) 351-5802

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