Jason enjoys hunting, fishing and all types of outdoor activities. Jason coached youth basketball and football in the past and has supported 4-H for several years.
BS, University of Kansas & MBA, University of Colorado
Certified Financial Planner™, Series 7, 66 and insurance licensed
Bill has been part of the financial industry for two decades. Bill is a respected financial planner and holds the coveted designation of Certified Financial Planner and has been selected twice as a Five-Star Wealth manager in the Kansas City area.
BA, Washburn University & MBA, Washburn University
Series 6, 7, 63, and 65 securities registrations
Life and Health licensed
Investment Advisor Representative
Jenny has over 20 years of experience in the financial services industry. In her free time, Jenny is heavily involved in many local organizations, including Junior League, Topeka South Rotary Club, Topeka Habitat for Humanity Board, Delta Gamma Education Foundation Board and the Topeka Panhelleic Board. During her free time, you will most often find her volunteering with one of the organizations listed above or on the tennis court.
Julie Mayfield • Investment Program Operations Manager and Brokers Assistant
13 years of experience in the financial services industry
Series 6 and 63 securities registered
Focused on putting customers' needs first
Originally from Missouri, Julie settled in Topeka nearly 14 years ago. She enjoys volunteering at events such Winter Wonderland for TARC, Festival of Trees’ for SLI, picking up trash for Keep America Beautiful, doing 5k walks for Relay for Life, and traveling.
Securities and insurance products are offered through Cetera Investment Services LLC, member FINRA/SIPC. Advisory Services are offered through Cetera Investment Advisers LLC. Cetera is not affiliated with the financial institution where investment services are offered. Investments are: •Not FDIC/NCUSIF insured •May lose value •Not financial institution guaranteed •Not a deposit •Not insured by any federal government agency. Advisory services may only be offered by Investment Adviser Representatives.
Investment Executives are registered to conduct securities business and licensed to conduct insurance business in limited states. Response to, or contact with residents of other states will only be made upon compliance with applicable licensing and registration requirements. The information in this website is for U.S. residents only and does not constitute an offer to sell, or a solicitation of an offer to purchase brokerage services to persons outside of the United States.
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