Team
Mike Harvey
Owner/LPL Financial Advisor
620-221-3863
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....
Kelsey Wonser
LPL Financial Advisor
620-221-3863
I joined Family Wealth Management, LLC in 2013 after graduating Magna Cum Laude with a BA in Finance from Wichita State University....
John Donaldson
LPL Financial Advisor
620-221-3863
I joined Family Wealth Management, LLC in February of 2025. I have over 10 years of customer service experience in a variety of venues, as well as many years of serving my community in various capacities. My goal is to help Mike and...
Dari Trout
Operations Manager
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....
Alicia Clark
Client Services Associate
Shane Goldsmith
LPL Branch Office Manager
316-351-5802
Born in Emporia, I did most of my growing up in Lyons where I graduated from LHS in 1982. Matriculating to Hutchinson Community College, I earned an Associate of Arts degree in Broadcasting. Completing my college days at Emporia State....