(front row, left to right)
David Neihart, Wells Fargo Advisors
Ken Eaton, Stepp & Rothwell

Brian Leitner, Mariner Wealth Advisors (event chair, host and sponsor)
Lynn Mayabb, BKD Wealth Advisors

(back rows, left to right)

Stephen Soden, Great Plains Trust

Bob Rippy, Robert W. Baird Co.

Mike Searcy, Searcy Financial Services

John Woolway, Vantage Investment Partners

Mark Eveans, Meritage Portfolio Management

Matt Melton, Northwestern Mutual

Brett Broyles, Creative Planning

John Jespersen, Buttonwood Financial Group

Tommy Taylor, Polsinelli PC

Kevin Birzer, Tortoise Capital Advisors

Kent Hiemenz, Commerce Trust Co.

KC Mathews, UMB Bank

Wealth Management at a Demographic Crossroads

“What I try to counsel my clients on is not abandoning their core principles,” said Brett Broyles, a wealth manager with Creative Planning. “What are their objectives? What’s their comfort level? What is their time frame? Those don’t change just because the S&P is at an all-time high or interest rates are at an all-time low.”

So saying, Broyles succinctly summarized the recurrent themes of Ingram’s 2014 Wealth Management Industry Outlook assembly, held at the attractive Leawood offices of Mariner Wealth Advisors, the sponsor of the assembly. There, executives from some of the region’s premier boutique wealth managers joined their counterparts from some of the largest advisory firms.

Deftly chairing the event was Brian Leitner, senior vice president for practice management at Mariner. “We are about to witness the greatest transfer of wealth over the next 30 years,” said Leitner. “There will be a great deal of individuals looking for advice from that perspective.” For two hours on this rainy afternoon in early May, Leitner and his colleagues provided just that.