Advisors at this firm
Jessi C
CFP®, Series 65
Overland Park, KS
Aspyre Wealth Partners
Jessi Chadd is a CFP® professional with 16 years of industry experience. She has been with KHC Wealth Management Services since 2008 and is currently part of the team at Aspyre Wealth Partners in Overland Park, KS. Aspyre Wealth Partners provides financial planning, consulting, and investment management services to individuals, high-net-worth clients, trusts, estates, and business entities. The firm combines portfolio management and comprehensive planning with accounting and human capital services, using a mix of active and passive investment strategies guided by Modern Portfolio Theory.
Lucas B
CFP®
Overland Park, KS
Aspyre Wealth Partners
Lucas Bucl is a CFP® with 15 years of industry experience currently affiliated with Koesten, Hirschman & Crabtree, Inc. and working at Aspyre Wealth Partners, a team of nine advisors based in Overland Park, KS. Aspyre Wealth Partners provides financial planning, consulting, and investment management to individuals, high-net-worth clients, trusts, estates, and business entities. The firm integrates accounting and human capital services alongside portfolio management, implementing strategies that combine active and passive investments grounded in Modern Portfolio Theory.
Connor A
CFP®, Series 66
Overland Park, KS
Aspyre Wealth Partners
Connor Anderson is a CFP® professional with 10 years of industry experience. He is currently with Aspyre Wealth Partners, where he has worked since 2026. His prior experience includes roles at Charles Schwab Bank, CHARLES SCHWAB & CO., Inc, Edward Jones, and Wells Fargo Advisors. Aspyre Wealth Partners offers financial planning, consulting, and investment management to individuals, high-net-worth clients, trusts, estates, and business entities. The firm integrates accounting and human capital services with portfolio management, employing a mix of active and passive strategies based on Modern Portfolio Theory.
Matthew S
CFP®, Series 63, Series 65
Overland Park, KS
Aspyre Wealth Partners
Matthew Starkey is a CFP® professional with 28 years of industry experience, currently serving at KoesTen Hirschmann & Crabtree, Inc. since 1998. He holds Series 63 and Series 65 licenses and is based in Overland Park, KS. He is part of Aspyre Wealth Partners, a team of nine advisors offering financial planning, consulting, and investment management to individuals, high-net-worth clients, trusts, estates, and business entities. The firm combines active and passive investment strategies within a broader service model that includes accounting and human capital services such as executive coaching and career transition planning.
Stewart K
CFP®, ChFC®, Series 63, Series 65
Overland Park, KS
Aspyre Wealth Partners
Stewart Koesten is a CFP® and ChFC® with 29 years of industry experience. He has been with KoesTen Hirschmann & Crabtree, Inc. since 1997. Outside of financial advising, he serves as president of Executive Agents, Inc., which provides evaluation and negotiation services for corporate executives' compensation agreements, and he is also the owner of Eljay’s Rivermarket Coffee House in Kansas City, MO. Aspyre Wealth Partners provides financial planning, consulting, and investment management to individuals, high-net-worth clients, trusts, estates, and other business entities. The firm offers a combination of active and passive portfolio strategies alongside accounting and human capital services, including executive coaching and career transition planning.
Joslyn B
Series 65
Overland Park, KS
Aspyre Wealth Partners
Joslyn Boyd is a financial advisor at Aspyre Wealth Partners with a Series 65 designation and two years of industry experience. Prior to joining Aspyre Wealth Partners, Joslyn worked at Raymond James and Associates and LPL Financial, as well as at UBS Financial Services. Aspyre Wealth Partners offers financial planning, consulting, and investment management services to individuals, high-net-worth clients, trusts, estates, and business entities. The firm integrates accounting and human capital services with investment advice, employing a mix of active and passive strategies based on Modern Portfolio Theory.
Angelina S
Series 63, Series 65
Overland Park, KS
Aspyre Wealth Partners
Angelina Schuman is a financial advisor at Aspyre Wealth Partners with two years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at J.P. Morgan Securities. Outside of her advisory role, she has experience in entrepreneurial ventures, including involvement with Liquidbread Brewing Company LLC. Aspyre Wealth Partners provides financial planning, consulting, and investment management to individuals, high-net-worth clients, trusts, estates, and business entities. The firm offers a broad range of services including accounting and human capital services, and it implements investment strategies combining active and passive approaches based on Modern Portfolio Theory.
Joni L
CFP®, Series 65
Overland Park, KS
Aspyre Wealth Partners
Joni Lindquist is a CFP® with 12 years of industry experience, currently serving at Aspyre Wealth Partners in Overland Park, KS. She has worked at KHC Wealth Management since 2007. Aspyre Wealth Partners provides financial planning, consulting, and investment management to individuals, high-net-worth clients, trusts, estates, and business entities. The firm integrates portfolio management with accounting services and human capital offerings, using a mix of active and passive strategies guided by Modern Portfolio Theory.
Melissa R
Series 65
Overland Park, KS
Aspyre Wealth Partners
Melissa Ryan is a financial advisor at Aspyre Wealth Partners with 11 years of industry experience. She holds a Series 65 designation and has been with KHC Wealth Management since 2013. Aspyre Wealth Partners provides financial planning, consulting, and investment management to individuals, high-net-worth clients, trusts, estates, and business entities. The firm integrates accounting and human capital services with portfolio management, using a mix of active and passive strategies based on Modern Portfolio Theory.