Wealth Managers

2023 has been another wild ride at the Conard household! Katie and I are doing all we can to keep up with three young men going full speed! Corin made the high school basketball team again and is sniffing some Varsity playing time. When he doesn’t have a basketball in his hands or hanging with friends, you can find him behind the counter at Ace Hardware. With Kash, we simultaneously added a high school freshman and another driver to the ranks. Through pure grit and determination, he made the Freshman high school basketball team (after getting cut from the 7th and 8th-grade teams)! When not shooting hoops, you’ll find him reffing soccer games for a few extra bucks. As for Kiptyn, he tried out and made the Academy Team for the Fusion Soccer Club – which is code for “we now travel to play soccer”! Not to be under-employed compared to his older brothers, he started his own window-washing business and has somehow suckered a few kids at school into believing he can cut their hair – $10 a cut! He is taking new clients. 😉

Happy Holidays, TRPG clients! Thank you for staying goal-focused and plan-driven during a tumultuous period in the market; it’s easier said than done for most people. I hope you all made some good memories this year. My family was able to enjoy a few new experiences, most notably in Vail, CO, in June. We had never been to the mountains in the summer, and now we want to go every year because there is so much more to do. My wife and I started bowling in a league this fall; we’ve enjoyed making new friends and the friendly competition. Our four boys are all healthy and happy, and we’re grateful. The high schoolers are busy with work and sports; the older guys are working full-time and enjoying being in their 20s.

Best wishes for a great 2024!  

Warm regards from my family to yours,   

Brandon, Susan, James, Danny, Sam, & JP

Another year has completely flown by! I have been with the company for four years and could not be happier. I have loved every moment, thanks to my incredible co-workers and clients. This year, I have had the honor and privilege of watching my daughter grow into a silly, fun, and spunky little girl. Morgyn and I are also overjoyed to announce that we have a second child who will be joining us in June of 2024. I cannot wait to see what else 2024 has in store. We are so blessed and thankful for all we have been given. 

We wish everyone a Merry Christmas! Have a safe and wonderful holiday season. 

– David, Morgyn, Everly, Baby Nyman #2, and Archie

The time has come to reflect on another year. While we pretend to have an empty nest, we continue to be busy with our family throughout the year. As most of the Kansas City Chiefs fans will recall, the year started with our Chiefs winning Super Bowl LVII. We keep telling our kids that they are living the dream with this Chiefs team, and they better enjoy it because it won’t last forever! 

Regarding our family, our youngest, Tanner, graduated from Baker University in May only to return in the fall to begin his MBA Program and enjoy a 5th and final year of Baker Wildcat Baseball. Our middle daughter, Leslie, and her boyfriend, Tate, purchased their first home. We think they bought it for their dog, Waylon. Waylon gets his own backyard and plenty of animals to chase.

Our grandchildren, Landon and Kylie, stay active in soccer, basketball, and baseball. We have enjoyed watching them learn and improve at each sport they participate in. Mandy, our oldest daughter, and her husband, Chris, have learned that having active kids can make for very challenging weekends.

In November, we celebrated our 28th anniversary. We feel very blessed to have reached such a milestone and believe that it is partly because of the friends, family, and colleagues we have surrounded ourselves with. In closing, I want to take this opportunity to thank you for your continued support and wish your family a Merry Christmas and Happy New Year. 

Dwight & Tina Twillman

The close of another year brings reflection, gratitude, and planning. Reflecting back on 2023 reminds me of all of the amazing friends, family, and sights we got to see throughout the year. Lisa and I were fortunate to travel to Glacier National Park, which had been at the top of our list for many years. It was there I attempted to surprise her with an engagement ring, but naturally, she saw me excitedly shaking from a mile away and said “Yes” before I could finish the question. I’m grateful this year for the continued support from so many great friends, family, and clients who shared congratulations along the way. After helping so many of you with your futures, it’s a great feeling to have your support in mine. Now, back to planning our wedding for 2024… Wish us luck! Merry Christmas and Happy New Year! Ethan & Lisa

With each turn of the calendar, I’m reminded that the days might feel long, but the years are short, and 2023 was no exception. The McCulloch kids had another great year filled with countless practices, games, birthday parties, and school events. And while I often felt like the world’s most underpaid Uber driver, looking back, I wouldn’t have it any other way. We even managed to squeeze in a few tips to the Lake, a week in Michigan, and fall break at Disney World & Universal! All three kids continue to excel in school and soccer, with J.J. and Grayson’s teams competing among the best in the area. But I am always most proud of the kind words shared by friends and teachers about what great children they are. Cheers to a prosperous 2024 for everyone and a final few weeks of 2023 filled with laughter, friends, family, and way too much food. 

– Joe, J.J. (10), Grayson (7) & Sadie (5)

The year started with a lot of excitement for our family. In January, we hosted two foreign exchange students from Costa Rica. They were here for three weeks. While here, they experienced snow for the first time in their lives and loved it. My two teenagers, Isaiah and Isabell, went to Costa Rica for three weeks over the summer and had a great time. My oldest, Isaiah, is a Freshman at the University of Missouri-Columbia. Isabell, my middle child, is a senior in high school. She has applied to the University of Alabama and Auburn University. Sophia is my youngest, and she is in 8th grade. She enjoys being the cheer captain of her cheer team at school. She also plays volleyball and takes Taekwondo lessons. My wife, Dawn, and I are very blessed to have such a wonderful family. I wish everyone a Merry Christmas and a blessed New Year.

As we gear up for the holiday season, I wanted to take a moment to appreciate all of our clients for the awesome partnerships that truly make work meaningful. Your trust and support has been amazing this year, and I can’t thank you enough.

Wishing you all a fantastic Christmas filled with joy and laughter.

Merry Christmas and a Happy New Year!

2023 did not disappoint. We spent the first months of the year “nesting” in anticipation for baby’s arrival. Claire laughed as her due date came & went. To my relief, she was evicted at 42 weeks & life has never been the same. Kennedy has settled nicely into her role as big sister. She’s so helpful & loving towards Claire. It’s a sweet relationship we’ve watched develop. I wish I could slow down time, but I understand that feeling never goes away. Kennedy continues to impress us with her dedication to & dominance of her Irish dance goals. This summer, she competed in the North American Championship, placing 18th & Thanksgiving weekend, she competed against 106 other dancers in her region & placed 7th. We’re headed to Dallas next July as she’s determined to land on the podium & qualify for the World Championship in Dublin. Caleb & I look forward to staying home this Christmas to enjoy time with the girls, start new holiday traditions & maybe sneak in a few naps ourselves. Merry Christmas!

2023 was my most eventful year. In January, Megan and I welcomed our daughter, Dane, & took her straight from the hospital to meet my Mom. My Mom peacefully passed away the next evening after a 5+ year bout with pancreatic cancer. She had accomplished her goal of meeting her newest grandchild & given us all a beautiful moment. I know my daughter will help carry her legacy. In March, I achieved my CFP® accreditation, allowing me to improve as an advisor. The rest of our year was spent adjusting to becoming a household of 3. Milestones included sleeping through the night, getting out for 5 pm dinners, and spending time in the Rockies. Up next – walking! This year gave me a greater understanding that happiness comes from selflessness and the relationships I am fortunate to have. I have a huge stack of sympathy cards on my desk & Dane has received countless gifts. I am reminded more than ever that the best part of my job is the people that enrich my life. Happy Holidays!

The O’Blennis family had a great year. Gustav (7) is in Second Grade. Xavier (9) is in Fourth grade. They both are doing well in school. They are full tilt into Legos, Minecraft, and 3D printing. It’s never a dull moment. Xavier was on the swim team over the summer. Gustav will join him next summer. Neither one of them are thrilled about it, but momma insists. Both were on the diving team for the first time and they did love that. The boys also played soccer this fall (Rob coached Gusty’s team). Xavier loves being goalkeeper. They both joined a wrestling club for the winter and love that, too. With all this going on, we are frequent flyers at Urgent Care. They ought to give us a punch card. 2023 was good to the O’Blennis family. We hope it was for your family too. This year reminded us to be grateful for the blessings in our lives and the time we have to appreciate them. Thank you for the trust and faith you place in us. We wish you a Merry Christmas. See you in 2024.

I can’t believe 2023 is coming to an end. Time flies when you are having fun. Lucy (15) has been thriving in her first year of high school and has kept herself busy throughout the fall with marching band. She also took to the stage in various theater productions both through her school and a local company. Rose (12), our multi-talented daughter, has been making waves in both the theater and soccer field. Watching her shine on stage or on the field has been an amazing experience. Rose loves school and is cautiously excited about middle school next year. Leo (10), our sports enthusiast, has been keeping us on our toes with his involvement in basketball, baseball, soccer, and football. Thankfully, not all at once! I am still helping coach on his soccer and basketball teams which is so much fun for me to share those experiences. Your trust has been the cornerstone of our success, and thank you for being an essential part of our journey; we can’t wait to embark on another exciting year together.

2023 has brought immense joy, growth, and significant milestones! As we approach the year-end, we’re thrilled to share the latest highlights from our lives. Earlier this year, I embraced change, bidding farewell to my notable fourteen-letter last name, opting for a shorter one – Pearson. After a year and a half of engagement, Roman and I finally “tied the knot!”  That’s not all – the excitement continues with the anticipation of Baby Pearson’s arrival in 2024! We’re ecstatic about this new chapter, and our 4-year-old cockapoo, Nova, is ready to be the best big sister. We’re so grateful for all the love and support coming our way. Our professional lives have remained steadfast. We feel blessed to have careers that align with our passions of serving our community and clients like you. Wishing you a fantastic year ahead, filled with happiness, good health, and the fulfillment of your dreams.

Merry Christmas and Happy Holidays, 

The Pearsons; Roman, Taylor, Nova, & Baby P

Another great year is coming to a close. A lot happened, but a couple of notable events are my girlfriend (Amanda) winning her pro status in bodybuilding and making my switch over to wealth management. I took a few trips to New York and found out they weren’t kidding when they said it’s the city that never sleeps. I loved it. There were a lot of ups and downs throughout my year, as for everyone, but I came out better from it and excited for the year to come. Happy holidays and best wishes to you all!

Merry Christmas, TRPG Family! 

It’s been another busy year for the Hedman’s, and our growing family continues to be spread out around the country. While I wish we were all closer together, Jamie and I are counting our many blessings as we’ll all be together for Christmas this year. What a special time it will be! We pray for a peaceful and joy-filled Christmas Season for you all! 

The Hedman’s