About Us
We believe in true teamwork, collaboration, innovation, and continuous learning, and we are always striving to improve our skills and knowledge. Our team is committed to delivering exceptional results, and we take pride in our work and our relationships with our clients.
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Laura Warta, CFP , ChFC
Wealth Manager, RJFS
Licensed Insurance Agent, K&A
Since 2014, Laura has elevated clients to pursue life’s greatest journeys by providing confidence and clarity to how their financial plan can support their dreams. She is a CERTIFIED FINANCIAL PLANNER ™ and Chartered Financial Consultant with an emphasis on Social Security Strategies. She works with her clients through various stages of life transitions such as the loss of a spouse, divorce, social security decisions, building their financial future, and retirement. She spends time outside of the office running, traveling, gardening, and volunteering with Girls on the Run of the Flint Hills and the Daniel Keating Foundation. Based in Manhattan, KS with her husband, Laura also works with clientele across the US.
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Taylor Conroy
Associate
Taylor is our former intern and current team associate, based in our main office in Manhattan. She assists Laura with preparing for client meetings and maintaining client plans and accounts. She is currently working towards becoming a licensed advisor, and looks forward to provide additional support for our clients.
Jazmine Winter
Senior Client Service Manager
Jazmine is our Client Service and Project Manager working remotely from Tiffin, Ohio. She works closely with Laura in strategizing and crafting our client experience. She is available to work with clients’ requests, concerns, and feedback. Jazmine is excited to build upon Laura’s client relationships and helps to sustain the bridge of communication from clients to our team.
Sophia Healton
Account Administrator
Sophia is our Account Administrator working from our KC Office. She assists our advisors and clients with Account management and requests. Sophia is dedicated to providing timely and accurate service for our clients.
Madison McDonald
Administrative Communication Coordinator
Madison is our Administrative Communication Coordinator, working remotely from Webb City, Missouri. Madison keeps the day-to-day tasks on track and manages Laura’s calendar. She also helps to manage client paperwork and other inquiries. Madison is motivated by helping clients move through tasks easily and efficiently.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® and CFP® in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.
