From Dreams… To Goals… To Flexibility… To Confidence

Knowing you have someone in your corner who will provide unbiased, compassionate advice as you navigate through life is priceless. Every financial advisor understands that money and emotions are intrinsically connected. David will stand with you through the good and difficult situations, helping provide clarity when emotions may cloud sound decision making.

David began his career nearly 40 years ago with Paine Webber and joined Wells Fargo Advisors in 2010. Prior to joining the financial services industry he was an engineer with TWA. He earned his bachelor’s degree in Industrial Engineering from the University of Utah.

David and his wife Lori, reside in Overland Park with their newest family member, Miles, the labradoodle. They have five grown children Chase, Morgan, Hunter, Lily and Maegan. Empty-nesters, David and Lori enjoy traveling, cruises and staying active. David is an avid reader and golf enthusiast in his spare time.

CA Insurance License Number: 0C04977. Resident State: KS

For more than two decades Kristen has based her practice on three main principles:

Understanding who her clients are as investors and putting their interests first.
Providing exceptional personal service that helps build strong, meaningful relationships based on trust and mutual understanding.
Using a comprehensive wealth management approach to create customized investments that reflect her client’s financial needs and risk tolerance.

Prior to moving to WFA in 2010, Kristen started her career in the financial services industry at UBS Financial Services in 2000. 
She earned her bachelor’s degree in Business Administration and Masters of Business Administration in Finance from the University of Missouri-Kansas City.  

Kristen currently resides in Overland Park with her husband Brad, their 2 children, and their 2 dogs, Bailey and Koda. Kristen spends her time attending her kids sporting and school activities and loves to travel and be outdoors.  She gives back to her community by serving as an active member of her children’s Parent Teacher Organization.

CA Insurance License Number: 0D60921

Since beginning his career in the financial services industry, Hunter has been dedicated to helping clients achieve their financial goals through comprehensive wealth planning. He believes in building long-term relationships with his clients, taking the time to understand their unique circumstances, aspirations, and risk tolerance.

Hunter’s approach to financial advising is rooted in personalized solutions tailored to each client’s individual goals and objectives. This plan-based approach helps ensure clients stay on track with clearly defined goals and reviews their ongoing progress.

Prior to joining the Caudill Haag Ensminger Financial Consulting Group, Hunter worked at Shaw Industries, a Berkshire Hathaway Company, as an account manager covering the Midwest.

Hunter earned his bachelor’s degree in International Business and his Masters of Business Administration from Benedictine College.

Hunter resides in Overland Park with his wife Tina, their daughter Sienna, and their golden retriever Ryder. He enjoys travelling, exercising, and cheering for Kansas City sports teams.

California Insurance License Number: 0N15614. Resident State: KS