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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. |
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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. |
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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 as an Elder and 5th grade teacher at Legacy Christian Church, coaching girl’s fastpitch softball, watching his children play sports, or hunting in a field somewhere with Bullet. |
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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. |
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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. |
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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 husband reside in Olathe, Kansas with their two children. 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. |
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About Jonathan:
Jonathan’s investment career began in 2018. While still a professional baseball player, he began to work as an advisor focusing on customizing investment solutions. Jonathan's focus at Waterfront is on both young professionals and professional athletes. Jonathan graduated in 2015 with a Bachelor’s degree in History from Oklahoma State University. He was a member of the Baseball team and was a three-time 1st team Academic All Big-12 selection. Jonathan was drafted by the Milwaukee Brewers in 2015 and played professionally for five seasons. Jonathan is actively involved in advocating for Minor League Baseball players through the More than Baseball organization. During his free time, Jonathan enjoys coaching baseball, playing golf, cooking, and reading. |
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About Anna:
Anna is a 2006 graduate of UMKC's Henry Bloch School of Business and Public Administration. Anna started her career in 2007 and joined Waterfront in 2010. She is a founding team member of Waterfront and specializes in compliance and operations. Anna also handles administrative duties for Roger’s clients and enjoys working closely with them. When not at the office, Anna is usually spending time with her active son, Mason. She loves all things Kansas City and enjoys listening to live music, watching football, trying new restaurants and touring local breweries and distilleries. |
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About Erin:
Erin joined our team in November 2016 as a Registered Client Associate supporting Mike Shields, Financial Advisor. She assists with client service and ongoing account maintenance. Erin has over ten years experience in the financial services industry and holds a Financial Paraplanner Qualified Professional designation. Erin earned a Bachelor’s Degree in Marketing from Kansas State University. When not working, Erin enjoys spending time with family and friends, reading, working out and taking on home improvement projects. |
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About Kathy:
Kathy joined our team in 2018. Her career in the financial services industry began in 1998 in a financial investment firm in Cleveland, Ohio. During her career she worked with high net worth clients assisting with planning and tax services. Kathy graduated from Ursuline College earning a Bachelor’s Degree in Business Administration. In her spare time, Kathy enjoys spending time with her husband Kurt, their son Ian and their many pets. |
