The most important team member is you! By providing our team with up-to-date financial information and sharing your goals, perspectives, and values, you give us the foundation to craft a truly unique financial strategy for you.
A financial services professional since 2002, Jason is primarily responsible for ensuring that all clients of Strategic Partners Financial Group receive a consistent, exception experience when working with our team. In addition, Jason proudly continues to serve a select group of clients as their wealth advisor.
In recent years, Jason has also led a firm initiative to proactively partner with experienced legacy advisors in our communities to develop succession and continuity plans for the advisor and for his/her respective clients. He has experience in dealing with many different types of succession plans, and provides some unique resources to the legacy advisor in need of a continuity plan.
In his spare time, Jason enjoys chasing his two children wherever their curiosities may lead them, as well as mountain biking, skiing, golfing, fly fishing, and spending time with friends and family.
Clayton graduated from Kansas State University in 2006 with a Bachelor's degree in Personal Financial Planning, and earned the CERTIFIED FINANCIAL PLANNER™ professional designation in 2010. Clayton is responsible for overseeing the success of the firm's CPA and legacy advisor relationships in the Rocky Mountain region, and continues to proudly serve a select group of clients in an advisory capacity. Clayton was recognized as a *Five Star Wealth Manager in the Denver Metro area in 2015.
Clayton has a heart of giving. He is heavily involved in the Broomfield Rotary Club, whose motto is "service above self", and currently services as its President. He is also a prominent member of the Broomfield United Methodist Church, where he enjoys offering financial education seminars. Clayton also participates in the annual Financial Planning Day that is sponsored by the Certified Financial Planning Board and Financial Planning Association.
When Clayton is not donating his time, he loves spending time with his wife Maggie and his two young daughters. Clayton also enjoys skiing, working on cars, brewing beer, and playing with his two dogs.
*To receive the Five Star Wealth Manager award, individuals must satisfy a series of eligibility and evaluation criteria associated with wealth managers who provide services to clients. Recipients are identified through research conducted by industry peers and firms. Third party rankings and recognitions from rating services or publications are not indicative of past or future investment performance. For more information, go to www.fivestarprofessional.com
Abbie takes our company's core values to heart in everything she does for the firm. With a professional background ranging from advising clients to operations leadership, Abbie has a well-rounded view of the total client experience and a belief that each client situation is unique and deserves personalized service.
With over ten years of experience in the ever-changing financial services industry, Abbie's expertise brings productivity, quality, and integrity to our firm. Abbie works closely with our firm's clients and advisors to help provide an exceptional client service experience.
Abbie is a graduate of Wichita State University with a B.A. in Finance, with an emphasis in Real Estate. She lives in Derby, KS with her husband, Davy, and their two daughters, Daisy and Meadow. She enjoys traveling, being outdoors, and rediscovering the world through their daughters’ eyes.
Originally from Garden City, KS, Josh is responsible for assisting our firm's clients with their financial planning and investment management needs, and for ensuring that every one of his clients benefits from a high level of service from our firm.
Josh has been an active member in the Wichita community for many years, earning his Bachelor's Degree in Sports Administration from Wichita State University, and his MBA from Friends University. These experiences, when combined with his interest in economics and past industry experience, allow Josh to serve our firm's clients uniquely well.
Josh lives in Wichita with his wife, Emily, and his two daughters, Harper and Hallie. When he's not chasing his daughters around the house, Josh enjoys spending time at Table Rock Lake with his family in the summer, as well as playing golf, hunting, and playing basketball.
With over ten years of experience serving as a client-facing advisor, Derek has had the opportunity to guide many clients through adverse economic conditions, keeping them on track to accomplish their most important goals. Derek takes great pride in working with his clients to organize their investment portfolios, and in helping them gain clarity with regard to their planning goals and objectives.
A native Wichitan, Derek played football at Butler County Community College, and earned a Bachelor's degree in Business Administration from Wichita State University in 2006. Derek still closely follows the Wichita State Shockers basketball team.
When he's not in the office, Derek can often be found exercising with his wife, Kate, and his two children, Hagen (5) and Hannah (3). In addition, Derek enjoys shooting sporting clays, golfing, hunting, fishing, and supporting his two children in numerous sporting activities.
Beth has had an active independent financial planning practice for individuals in the Wichita community for the last 35 years. She is a graduate of Pittsburg State University and holds the Series 7, 24, and 63 securities licenses.
Beth enjoys working in the areas of investment, retirement income distribution and estate planning. In the early years of her practice, she focused most of her time in comprehensive financial planning. She is also involved with senior advocacy and support for some clients in her practice.
Beth lives in Wichita and has a grown son and daughter and three grandchildren. In her leisure time, she enjoys traveling, golfing, reading, and dinners and Music Theatre with friends.
Born and raised in Wichita, KS, Jacob is responsible for assisting the SPFG advisory team with client meeting preparation and follow-up as well as research with individual client service items to ensure proactive and rewarding relationships with our clients. Since joining the team, Jacob has obtained his Series 7, Series 66, and Kansas Life and Health Insurance licenses and has moved to our Broomfield, Colorado location to work alongside our Managing Partner Clayton Shearer.
Jacob graduated from the University of Kansas where he studied Finance and was part of the Alpha Xi chapter of the Sigma Chi fraternity. He enjoyed contributing to the School of Business during his time at KU working as a teaching assistant for a Business Professionalism course and participating in the Rock Chalk Investment Club. A milestone for Jacob was completing Applied Portfolio Management where he and the class collectively managed funds in an endowment account for the benefit of the University and the School of Business.
Outside the office, Jacob enjoys spending time with his three brothers, learning from binary market reactions, and reading history and finance books. Jacob cherishes his family vacations in Colorado where they take advantage of all the hiking, biking, four-wheeling and skiing Breckenridge has to offer.
A Wichita, KS native, Olivia has worked with the SPFG team since the May of 2020. In December of 2021, Olivia earned her degree in Personal Financial Planning from Kansas State University, after which she joined the SPFG team on a full-time basis.
Olivia successfully passed the Certified Financial Planner® exam in November of 2021, and serves clients as part of the SPFG advisory team as a Financial Advisor.
Olivia began her journey in the Financial Planning Industry for the simple reason that she is passionate about making a positive impact in other's lives. When she's not in the office, Olivia enjoys spending time with her family, attending Life Church, exercising, and going on walks downtown with her miniature dachshund.
Barbara’s father was an officer and pilot in the U.S. Army and her family traveled extensively while she was growing up. She graduated from high school in Heidelberg, Germany. After her father’s military retirement, her family settled in Wichita, Kansas, her parents’ birthplace.
She attended Friends University in Wichita, KS, and, prior to joining Strategic Partners Financial Group, worked for many years as an assistant to an industrial psychologist. Barbara joined Strategic Partners Financial group in 2007, and has a leadership role in growing and developing truly rewarding relationships with our clients and communities. Anyone that has called or stopped into our office has experienced Barbara's infectious energy and positive attitude!
Barbara has raised two sons, has four grandchildren, and one great-grandchild. Outside of the office, her passions include decorating, hosting family gatherings, and spending time with great friends.
Our Client Service Coordinator, Rachel values the team-oriented environment of our firm. She works closely with our advisor and operations team members to ensure that our clients receive great service and communication!
Rachel is a native of Wichita, KS and a graduate of Wichita West High School, and holds an Associates Degree in Accounting. Rachel has extensive experience in professional office environments and in customer service, so applying them as part of her roles and responsibilities comes naturally!
When Rachel isn't working, she can almost always be found either outside (especially near water), travelling, or spending time with her family. She loves home projects and is always looking to learn something new!
What do a teacher and a financial representative have in common?
A lot, actually. The desire to inform. The need to succeed. The opportunity to change lives. The mission to help others.
Tim was a music teacher for 17 years before making a career change and becoming a financial representative. His excitement seeing a student excel in the classroom has carried over to his obvious enthusiasm to help his clients excel in the financial world, whether it's building a nest egg for a new home, saving for child's college education, or funding a secure retirement.
He has been in the financial industry since 1992 and maintains an office in Hays, although his clients stretch throughout the state of Kansas and beyond. He considers his clients' success, his success, in building a strong financial foundation.
When not in the office, Tim still loves to perform music and is also an avid hunter and fisherman. His wife, Ruth, is his office manager and client service representative. They have 3 children and 7 grandchildren.
Ruth has been Tim's office manager and client service representative since 1995. Her roles have included receptionist, clerk, and all things related to customer service. She takes on the role of making sure the Hays office runs smoothly, client meetings are prepared, and customer questions and requests are handled promptlly. While Tim is the agent their clients know and trust, Ruth knows the clientelle well and is very comfortable in her supportive role.
In her spare time, she enoys gardening, crafts, and reading, and is a grandma to 7.
As our firm's Director of Client Service and Operations, Leah regularly collaborates with our advisory and operations teams to ensure that our clients have a consistently great experience and seamless communication as we assist them withi their day-to-day service and advisory needs. She continuously reviews and updates internal processes and new technology platforms creating efficiencies within our team so we can continue to focus on connecting with our clients about what matters most to them.
A native of Wichita and a graduate of the Engineering Academy at Wichita West High School, Leah is our resident problem-solver! Prior to joining Strategic Partners Financial Group, Leah attended Butler County Community College and spent several years in a leadership role at Account Recovery Specialists, Inc.
Leah is passionate about lending a hand to others, the education of our children, protecting the environment. and providing the office with some comic relief with her sweet dad jokes :). When she’s not assisting our clients, she can often be found serving in her local community, playing softball or volleyball, or spending quality time with her husband Erick and three children, Bliss, Brady, and Tiago.
Registered Representative, Securities offered through Cambridge Investment Research, Inc., a Broker/Dealer, Member FINRA & SIPC Investment Advisor Representative, Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Strategic Partners Financial Group and Cambridge are not affiliated.
This communication is strictly intended for individuals residing in the states of Arizona, Arkansas, California, Colorado, Florida, Georgia, Illinois, Iowa, Kansas, Louisiana, Massachusetts, Minnesota, Mississippi, Missouri, Nebraska, New York, Oklahoma, Pennsylvania, Texas, and Wyoming. No offers may be made or accepted from any resident outside the specific states referenced.