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Team

We believe our teamwork approach adds a broader perspective to all we do and provides increased benefits to our clients.

Our team of financial professionals can help you address:

  • Investing principles and strategies
  • Retirement investing and distribution strategies
  • Estate conservation issues
  • Risk management

We also can answer your questions, including:

  • Can I retire early?
  • Are my investments working hard enough?
  • What’s the best approach for college savings?
  • What are the elements of a sound estate strategy?
  • Do I have enough life insurance for my family?

Our experienced professionals have helped many people just like you with similar issues and concerns. We specialize in creating an approach that is designed to address your individual situation.

 

Financial Planning is a relatively new profession. I learned of it myself for the first time in 1989. I returned to the classroom to study accounting, economics, and finance. I also enrolled in a two-year course in financial planning...

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Andrew Carro

LPL Financial Advisor

(316) 869-0221

(620) 221-3863

I began my business career working in corporate finance for large national firms. During those early years, I was also introduced to the many financial issues faced by individuals, small businesses, and families. With a desire to help...

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Shane Goldsmith

Branch Office Manager

(316) 869-0221

(316) 351-5802

I was born in Emporia but did most of my growing up in Lyons, where I graduated from Lyons High School in 1982. I attended Sterling College as a freshman and later matriculated to Hutchinson Community College where I earned an...

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Dari Trout

Operations Manager

800-200-4229

620-221-3863

I joined Family Wealth Management, LLC in 1995. I have more than 30 years of customer service experience in a variety of venues. My job is to help Mike do the most effective work possible for his clients. If you have questions about...

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Kelsey Wonser

LPL Registered Sales Assistant

800-200-4229

I joined Family Wealth Management, LLC in 2013 after graduating Magna Cum Laude with a BA in Finance from Wichita State University. My job is to assist clients with WealthVision, Account View, account inquiries, requests, and changes....

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Jandi Handlin

Director of Client Services

800-200-4229

620-221-3863

I joined Family Wealth Management, LLC September, 2015. I graduated Summa Cum Laude, with a Bachelor's degree from Fort Hays State University. My job is to assist with all marketing aspects of the company.

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