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Professional Services

Creative Planning Acquires California-based Maxwell Wealth Strategies

Posted February 20, 2025 Creative Planning has recently acquired Pleasanton, California-based Maxwell Wealth Strategies. The deal adds more than $290 million in assets to Creative Planning’s portfolio. Maxwell Wealth Strategies provides financial advisory services and comprehensive wealth management to clients.… more

Lockton Announces New Digital Office, Led By Claude Yoder

Posted February 17, 2025 Lockton announced it has established a new Digital Office to drive innovation in data, analytics, and technology strategies across the company in addition to naming the office's new leader. The Digital Office initiative aims to elevate… more

Populous Promotes Company Veteran Bruce Miller to CEO

Posted February 14, 2025 Kansas City-based Populous has named Populous the firm’s next chief executive officer and global chair. With more than 35 years of experience working at Populous, Miller will transition from his current role as managing director of… more

Lockton Names Paul Rodriguez National Surety Practice Leader

Posted February 12, 2025 Kansas City-based Lockton has added Paul Rodriguez as the leader of its National Surety Practice. Rodriguez succeeds Patrick Pribyl who took the role in 2020. Pribyl will transition to the role of Chairman of the National… more

Prime Capital Financial Announces Expansion In Southeast Region, Adds $1B In Assets

Posted February 12, 2025 Overland Park-based Prime Capital Financial has entered into a partnership with the Duluth, Georgia-based Sugarloaf Wealth Management marking the firm’s first expansion into the Atlanta metro area. Headquartered in Duluth, Sugarloaf also operates another office in… more

Lockton Appoints Tim Meacham as New President of People Solutions

Posted February 5, 2025 Lockton has appointed Tim Meacham to the role of president of People Solutions. In his new role, Meacham will be responsible for leading the vision and strategic direction of Lockton's People Solutions business, according to a… more

BARR Advisory Names Noelle McMullen as Chief Operating Officer

Posted January 30, 2025 BARR Advisory has added new leadership to its C-suite, with Noelle McMullen as the firm’s new chief operating officer and integrator. With more than a decade of experience in sales, client relationships, operations and business management,… more

Terracon Promotes Kevin Green to Chief Information Security Officer

Posted January 29, 2025 Olathe-based Terracon has named Kevin Green as chief information security officer, leading a team to defend against cybersecurity threats. As chief information security officer, Green will lead a team responsible for defending against cybersecurity threats, monitoring… more

Lathrop Makes Two Leadership Changes to Real Estate, Financial Services Practices

Posted January 23, 2025 Lathrop GPM has appointed two leadership changes to its real estate practices following the firm’s merger with California-based Hopkins Carley last year. Lathrop announced on Wednesday that Jennifer Johnson and Monique Jewett-Brewster would join the firm's… more

MMGY Global Appointed Justin Farmer to Chief Growth Officer

Posted January 22, 2025 MMGY Global announced it has promoted executive vice president Justin Farmer to the new role of chief growth officer. As a 14-year veteran of the company, Farmer brings with him more than 20 years of experience… more