Atwood & Palmer, Inc.

Matthew Eilert is a financial advisor at Atwood & Palmer, Inc. in Kansas City, MO, holding a Series 65 designation with one year of industry experience. His prior work includes roles at Creative Planning, LLC, EdgeHill Venture Partners, and the University of Kansas. Atwood & Palmer, Inc. provides discretionary investment management and comprehensive financial planning to individuals, pension and profit-sharing plans, charitable organizations, corporations, trusts, and other entities. The firm manages roughly $1.72 billion in discretionary assets, using fundamental and technical analysis across individual equities, ETFs, fixed income, and alternative investments.

Spencer Jones is a CFA® charterholder with 25 years of industry experience. He has been with Atwood & Palmer, Inc. since 2004. Jones serves as Treasurer on the City Personnel Board in the City of Million Hills, an unpaid and unelected position. Atwood & Palmer, Inc. provides discretionary investment management and comprehensive financial planning to individuals, pension and profit-sharing plans, charitable organizations, corporations, and trusts. The firm employs a combination of fundamental and technical analysis across a range of investment vehicles and manages approximately $1.72 billion in assets with a focus on individualized client portfolios.

James Montgomery is a financial advisor at Atwood & Palmer, Inc. in Kansas City, MO, holding Series 63 and Series 65 designations with nine years of industry experience. He joined Atwood & Palmer in 2017 after working at Charles Schwab for one year. Atwood & Palmer, Inc. provides discretionary investment management and comprehensive financial planning to individuals, including high-net-worth clients, as well as pension plans, charitable organizations, corporations, and trusts. The firm uses individualized Investment Policy Statements and combines fundamental and technical analysis across portfolios primarily composed of individual equities, ETFs, and fixed income, while also conducting due diligence on alternative investments.

Steven Palmer is a Series 65-licensed financial advisor with Atwood & Palmer, Inc. in Kansas City, Missouri. He has 30 years of industry experience and has been with Atwood & Palmer since 1990. Atwood & Palmer, Inc. provides discretionary investment management and comprehensive financial planning to individuals, pension and profit-sharing plans, charitable organizations, corporations, trusts, and other entities. The firm uses individualized Investment Policy Statements and constructs portfolios primarily with equities, ETFs, and fixed income, incorporating both fundamental and technical analysis.

Steven Franke is a financial advisor at Atwood & Palmer, Inc. with 25 years of industry experience. He has held his current position at Atwood & Palmer since 1996. Franke holds Series 65 and Series 66 designations. Atwood & Palmer, Inc. provides discretionary investment management and comprehensive financial planning to individuals, pension and profit-sharing plans, charitable organizations, corporations, trusts, and other entities. The firm manages approximately $1.72 billion in discretionary assets across six advisors and utilizes fundamental and technical analysis, along with various investment vehicles including equities, ETFs, fixed income, options, and alternative investments.

Peter Sowden is a CFA® charterholder with 22 years of industry experience. He has been with Atwood & Palmer, Inc. since 2006. Atwood & Palmer, Inc. provides discretionary investment management and comprehensive financial planning to individuals, pension and profit-sharing plans, charitable organizations, corporations, trusts, and other entities. The firm manages client accounts based on individualized Investment Policy Statements, employing fundamental and technical analysis across equities, ETFs, fixed income, options, and alternative investments.

Evan Lang is a CFA® charterholder with one year of industry experience. He is currently an advisor at Atwood & Palmer, Inc. and previously worked at Duff & Phelps Investment Management and TortoiseEcofin. Atwood & Palmer, Inc. provides discretionary investment management and comprehensive financial planning to individuals, pension plans, charitable organizations, corporations, and trusts. The firm constructs portfolios using individual equities, ETFs, fixed income, and alternative investments, applying both fundamental and technical analysis while managing approximately $1.72 billion in assets across six advisors.