Advisors & Associates
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About Patrick:
Patrick joined Waterfront in 2022 with over a decade in the financial industry. He holds a Bachelor's degree in History from The Master’s University, a Masters in Personal Financial Planning from Kansas State University and is currently working toward a Masters in Taxation from Villanova Law School. He is expecting to graduate in 2023. Patrick loves spending time with his wife and three children, volunteering at Redeemer Presbyterian Church and serving on the school board of Heritage Christian Academy where his children attend. |
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About Joe:
Joe joined Waterfront in February 2023. Prior to joining Waterfront, Joe worked as a crypto currency trader for two years after actively participating in the space since 2017. Joe attended West Point and played football there beating Navy in the Commander-in-Chief trophy and winning the heart of Dallas bowl before completing his degree in Business Administration at the University of Arkansas. In his spare time, Joe enjoys all forms of sports and fly fishing. He places strong emphasis on family values and cherishes time spent with loved ones. |
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About Julia:
Julia joined the Waterfront team at the beginning of 2023 as a Client Service Representative. Prior to receiving her Bachelor’s degree in Business from Emporia State University, she graduated from Heritage Christian Academy in 2014. Outside of work, Julia enjoys spending time with her rescue dog, Roxy, as well as her family and friends. She loves to read, watch musicals, and play volleyball with her sisters. |
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About Trent:
Trent joined Waterfront in 2018 as Vice President, Director of Business Development. Trent came to Waterfront with extensive experience helping companies in the financial services industry achieve their growth goals. His background includes consumer lending, small business growth, establishing new markets, and enterprise sales. He is a graduate of Kansas State University with a Bachelor’s degree in Marketing and International Business. Trent loves to spend time with his wife, Brianna, and their 2 children. You will also find Trent serving at Legacy Christian Church, coaching girl’s fastpitch softball, watching his children play sports, or hunting in a field somewhere with Bullet. Found Waterfront associates through Google search and showed great reviews. I was connected with Trent who was very inviting and scheduled an appointment the next day. Trent was very professional, friendly and presented an outline for which to consider my position and what Waterfront Advisors could offer. This organization is a fiduciary which is a minimum if you want someone to handle your financial planning and goals. Roger the owner came in and he is a total people person - very engaging and genuine. I would recommend Waterfront Associates and their team for asset management and sound financial guidance. *See disclaimer below
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About Chris:
Chris joined Waterfront as our Chief Investment Officer in 2016. He joins us with 20 years of experience with portfolio management and financial analysis, security selection and asset allocation. He is the co-founder of Waterfront Asset Management. Chris graduated in 2001 from Princeton University with an economics degree and has a Masters in Accounting and an MBA from the University of Missouri—Kansas City (UMKC). He resides with his wife and five children in Overland Park. Chris won two national championships in lacrosse while at Princeton and volunteers his time to help coach local teams. Chris' portfolio management and the discipline he applies to understanding, dissecting and reacting to the market - and subsequently making incredibly smart investment moves - is unparalleled in the industry. While feeling valued and confident in the relationship is critically important, knowing that my investments are profitable and growing from a strong base for longer term retirement success is just as important. *See disclaimer below
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About Matt:
Matt joined Waterfront in 2021 as the portfolio manager of the Waterfront Balanced and Waterfront Equity funds. Prior to Waterfront, Matt spent 18 years at Waddell & Reed / Ivy Investments. He joined Waddell & Reed in 2003 as a performance analyst and in 2005 moved to the Investment Management Division as an equity investment analyst. Matt was a member of the Large Cap Growth and Large Cap Value teams from 2009 to 2014, during which time he was named assistant portfolio manager and appointed assistant vice president. In 2014, Matt was then named the vice president and portfolio manager of the Ivy Balanced and Ivy VIP Balanced, and in 2019 promoted to senior vice president and portfolio manager. He graduated from Dordt College in 1998 with a BA in Business Administration, then continued on to earn his MBA with an emphasis in Finance from the University of Kansas in 2003. Matt enjoys serving on Advisory Boards at both Dordt University and the University of Kansas School of Business. He is married to Emily and they have three active children. As a family, they enjoy being on the water engaged in watersports of all kinds. |
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About Crissa:
Crissa joined our team in June 2021 as the Director of Operations as well as supporting Roger Ratzlaff. She comes to Waterfront from Heritage Christian Academy as the Office Manager for the last two and a half years. When not working, Crissa enjoys spending time with her husband, Eric, and their three children. She spends time volunteering at Heritage Christian Academy, where her kids attend school and at Redeemer Presbyterian Church in Overland Park. You can find her at their kids sporting events or supporting her family in some way in her off-hours! |
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About Jacob:
Jacob joined Waterfront as a Financial Advisor in 2017. His career began in the financial services industry in 2009 with experience in retail banking and management. He enjoys working with individuals and families to create customized solutions to help achieve their goals. Jacob graduated in 2013 from Doane University in Lincoln, Nebraska with a Bachelor’s degree in Business with an emphasis in Management. Jacob and his wife Crystal have three children and reside in Olathe, Kansas. In their spare time they enjoy golfing, culinary arts and traveling with family and friends. I thought I had a financial advisor until I met Waterfront. Jacob and Trent took the time to get to know my family, my financial situation and my aspirations for the future. We have a plan and touch base regularly to ensure we are on track. Highly recommend. *See disclaimer below
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About Roger:
A career in investment planning began for Roger in 1988, with A.G. Edwards. In May of 2012, Roger and a small group of financial advisors set out to start their journey as Waterfront Advisors. He and his team work together to provide customized strategies for a wide range of clients. Roger focuses on consulting high net worth clients, their families and their businesses. Other areas of distinction include charitable foundations, advisement on trust planning strategies and professional money management. Outside business experience is an additional resource to Roger's investment planning. Roger is active in his community and his church. In the past, he served as a deacon and President of the Board at Overland Park Church of Christ. He also served as Chairman of Westminster Academy pledge drive in order to build an addition to the school. In his spare time, he appreciates time spent on his farm, 4 C's at Wolf Creek. In 2014, he and several other families built a baseball field there for the Heritage Christian High School baseball team. The first pitch was thrown in April of that year. Roger is devoted to his career, his community and above all else, his family. Roger and his wife Ginny committed their lives to one another in 1988. Together, they have four children. Roger and his team at WaterFront have managed our investments for almost 20 years. We trust them for advice and guidance and are pleased with the results. Jacob Linch has taken a more active role in managing the relationship over the past couple years and does a great job communicating with the entire family. *See disclaimer below
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About Mike:
Mike graduated in 1998 with a Bachelor’s degree from the University of Missouri, Columbia. He became Financial Advisor for A.G. Edwards in 1999. Mike attained his CERTIFIED FINANCIAL PLANNER™ certification in 2006 to work extensively with individuals in the areas of investment planning including retirement, estate planning strategies, and educational planning needs. He assists individuals in reaching their financial goals by implementing asset allocation and portfolio diversification strategies. Mike is married and has four dogs and five horses to keep him busy when not in the office. When the weather cooperates, you can also find him on his motorcycle, on the water or enjoying the country life. We have been clients of Waterfront Wealth for 20 years. Prior to our 2000 meeting, we had been keeping our portfolio with another large financial services company. At that initial meeting we met with Mike Shields, and after our meeting, decided to have Mike manage a small portion of our portfolio (at that time Waterfront Wealth was part of A G Edwards). Mike was incredibly personable, and responsive to finding something that would meet our needs. It wasn’t too long before we moved our entire portfolio over to Mike for management. He remains our advisor today. In 20 years we have obviously been through many life changes and there have been many ups and downs in the financial markets. Mike has always stayed “on top” of things, kept us informed and always recommends adjustments in order to keep our plan in place. Mike truly understands our financial needs and goals, and has built our portfolio to meet our specific situation. He and Erin are always responsive to our calls and questions. The entire Waterfront team is professional, personable and extremely knowledgeable. Without hesitation we have recommended Mike to family and friends, and will continue to do so. *See disclaimer below
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About Kale:
Kale is a highly motivated Client Service Representative who joined Waterfront in February of 2023. He holds a bachelor’s degree in Finance from Missouri State University where he developed strong financial knowledge and customer service skills. When he’s not working Kale enjoys helping his local communities and spending time with family and friends! Some of his favorite hobbies are watching sports, playing golf, and fishing. |
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About Pamela:
Pam joined Waterfront in 2018 and has been active in the investment industry for over 15 years. Throughout her career she has been recognized numerously as a model example of a trusted Advisor. A large segment of Pam’s practice revolves around women who are navigating life changes. Her compassion and network rank high on her client’s list of necessities. Not only does she help guide her clients through difficult circumstances, but she arms them with resources who can also surround them with knowledge, advice and grace. Pam has lived in the Kansas City Metro for over 20 years. She earned her Bachelor’s degree from The University of Kansas. She and her two children reside in Olathe, Kansas. Together they enjoy sports, outdoor activities, exploring and visiting new parks. She serves her community by volunteering as her daughter’s Girl Scout troop leader. This couples her passion for helping others with her desire for being a positive leader and role model. Pam finds it truly humbling and fulfilling to be such a trusted leader in her community. We moved over to Waterfront a while back and have had an amazing experience and way better than our experience with previous advisors. We will never switch again. Pam Vasquez is our advisor and she has gone above and beyond to help me and my family and also our company and employees and their families. She has gotten involved with so many aspects of our business that I'm sure she could've left me to do the heavy lifting like coordinating with accountants, 401K administrators and the likes. But she didn't. She was there every step of the way which is so huge for a small business like ours. She is a vital part of my team in running my business. Not to mention that she is just a great person and genuinely cares about us and our success. I recommend the Waterfront team to ANYONE especially those who has missed out on a true partnership with other advisors. Whether you are an individual or need someone for your small business, give their team a shot! *See disclaimer below
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*All of the included testimonials are from current or former clients of Waterfront Advisors Inc., and no cash or non-cash compensation has been provided in return for their statements.