A team that's seen the industry from every side.
Large banks, broker-dealers, boutique firms, insurance companies — our advisors bring perspective from across the financial world, all pointed at the same fiduciary standard.
Overland Park, KS
Jeffrey A. White
Senior Wealth Advisor
Co-founder of the firm in 2003; sets the strategic direction for Quantum's client-first philosophy.
View IAPD Profile (CRD# 3009708) → View Form ADV Brochure →Kenrick H. Moore
Chief Investment Strategist
Senior Wealth Advisor
Co-founder of the firm in 2003; leads portfolio construction and the firm's risk-management approach.
View IAPD Profile (CRD# 4215198) → View Form ADV Brochure →Charlie H. Koch, MBA, CFP®, CPWA®
Senior Wealth Advisor
Works directly with individuals and families on comprehensive financial planning and wealth strategy.
View IAPD Profile (CRD# 4686110) → View Form ADV Brochure →Nicholas T. Rossin, CBDA®
Senior Wealth Advisor
Advises clients on portfolio strategy with a focus on alternative and behavioral-data-driven approaches.
View IAPD Profile (CRD# 6421562) → View Form ADV Brochure →Erin Juliff
Keeps the Overland Park office running and is often a client's first point of contact.
Rochelle Rocha
Supports the advisory team with day-to-day client service and account administration.
Omaha, NE
Adam L. Musfeldt
Chief Compliance Officer
Senior Wealth Advisor
Leads the Omaha office and oversees the firm's regulatory and compliance program.
View IAPD Profile (CRD# 5882394) → View Form ADV Brochure →David S. Baumann
Senior Wealth Advisor
Works with individuals and executives across Nebraska on long-term financial planning.
View IAPD Profile (CRD# 4943127) → View Form ADV Brochure →Brett A. Renner
Provides investment guidance and portfolio support to Omaha-area clients.
View IAPD Profile (CRD# 5877256) → View Form ADV Brochure →Carri Underwood
Manages the Omaha office and supports clients with account service and scheduling.