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Professional Services

Kansas City-based Graves Garrett Greim Adds Two Partners

Posted May 8, 2025 Kansas City-based Graves Garrett Greim LLC has added two new additions to its roster of partners, Paul Brothers and Chandler Carr. Brothers and Carr officially joined Graves Garrett Greim (GGG) as partners effective May 1, according… more

Creative Planning Announces Alliance With $1B Monterey Private Wealth

Posted April 23, 2025 Creative Planning is expanding its West Coast presence following the announcement that Monterey Private Wealth is joining the Overland Park wealth management firm. Based in Monterey, California, Monterey Private Wealth oversees more than $1 billion in… more

H&R Block Elects New Board Chairman

Posted April 3, 2025 H&R Block's Board of Directors has unanimously elected Richard Johnson as its new Chairman. On April 1 Johnson assumed his new role. Johnson joined the company’s board in 2015 and is a member of the Audit… more

KC Current Selects Tally Baker as Chief People Officer

Posted March 31, 2025 The Kansas City Current announced the appointment of Tally Baker as the organization’s chief people officer. Baker joins the club with more than 20 years of experience in human resources. Before teaming up with the KC… more

H&R Block Hires Chief Information Security Officer

Posted March 26, 2025 Kansas City-based H&R Block, Inc. has found its new chief information security officer and will be welcoming the new leadership member at the of March. H&R Block announced Phillip Miller is joining the company as its… more

Ferrellgas Partners CFO, Treasurer Announces Retirement

Posted March 24, 2025 Liberty-based Ferrellgas Partners announced its current chief financial officer and treasurer, Michael Cole, will retire from the company effective May 2. Ferrellgas said it has retained Moelis & Company LLC to advise on various financial strategies… more

OMB Bank Adds VP, Director For its Banking-as-a-Service Department

Posted March 13, 2025 OMB Bank announced Weston Kendall will join as the vice president and director of its banking-as-a-service compliance. With more than a decade of financial fraud prevention experience, Kendall began his career in 2013 as a senior… more

Mariner Wealth Advisors Acquires California Firm, Adds $730M in Assets

Posted March 13, 2025 Mariner Wealth Advisors will acquire Newport Beach, Calif.-based Ocean Heights Advisors, a wealth management firm with $730 million in assets. Ocean Heights Advisors will transition from the Mariner Independent platform fully to Mariner. Mariner Independent offers… more

First Busey Corp. Completes CrossFirst Bankshares Inc. Acquisition

Posted March 3, 2025 First Busey Corporation has officially closed its acquisition of Leawood-based CrossFirst Bankshares Inc., worth nearly $917 million. The transaction officially closed on March 1. Busey will operate CrossFirst Bank as a separate banking subsidiary of Busey… more

Prime Capital Financial Launches New Family Office Division

Posted March 3, 2025 The latest acquisition from Overland Park-based Prime Capital Financial will launch a new division focusing on the needs of ultra-high-net-worth families. Prime Capital Financial announced its new Prime Capital Family Office following its acquisition of SineCera… more