Professional Services

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

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

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