Community Involvement

Women's Employment Network

Women’s Employment Network

$50,000 impact grant check to the Women’s Employment Network from Wells Fargo & Company to fund the great work they are doing in Kansas City!

Barrons Team Summit

Barron’s Teams Summit – 2019

Andrew and Margo attend the invitation-only Barron’s Teams Summit in Las Vegas. The Barron’s conference brings together the top wealth advisor teams from around the country for an opportunity to listen to research, share best practices and consider new ways of improving service to clients.

Barron's Womens Summit

Barron’s Women Summit – 2019

As a Barron’s ranked advisor, Margo attends the Barron’s Women Summit to participate in the free-flowing exchange of information , ideas and insights from the industry’s most accomplished women advisors.

The Barron’s Top 100 Women Advisors ratings are based on the previous year’s assets under management, revenue generated for the advisors’ firms, and the quality of the advisors’ practices. Investment performance isn’t an explicit factor because clients have varied goals and risk tolerances. Self-completed questionnaire was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria.

Commencement Speaker

2018 Tampa Catholic Commencement Speaker

A 1975 graduate of Tampa Catholic High School in Tampa, Florida, Margo delivers the keynote address. Margo and her husband Michael are generous supporters of Tampa Catholic.

Boy Scouts

Boy Scouts of America Centennial Celebration

Andrew with his Scoutmaster during his troop’s Centennial Celebration.

Land Dedication

Andrew attending the American Royal Land Dedication

The American Royal is a 100+ year old charitable organization that works to promote youth agriculture. The organization has secured 115 acres in Kansas City, Kansas where it plans to build a new headquarters.

Livestock Auction

2018 Junior Premium Livestock Auction

Andrew helping to support the livestock auction. The event allows young people to sell livestock they’ve raised for college scholarships.


Centurions Emerging Leaders Program

Andrew pictured with other members of the Centurions Emerging Leaders Program. This two-year emersion program allows future leaders to learn about the opportunities and challenges facing the city. 


Court Appointed Special Advocates (CASA) for Children of Johnson County

As a volunteer, Jason helped host a back-to-school event to collect school supplies for children in CASA of Johnson County.