Dogwood Wealth Management, LLC

Eric Sheerin is a financial advisor with Dogwood Wealth Management, LLC in Lenexa, KS, holding Series 63 and Series 66 licenses and bringing 21 years of industry experience. His prior roles include positions at Mutual Securities, Inc., Barber Financial Group, and National Planning Corporation. Dogwood Wealth Management serves individuals, trusts, estates, businesses, and retirement plans, offering discretionary investment management, financial planning, and retirement-plan advisory services. The firm emphasizes a long-term, strategic asset-allocation approach using low-cost ETFs and mutual funds, supplemented by individual equities or fixed income, with ongoing fiduciary oversight and coordinated tax and accounting support.

Allie Houston is a CFP® professional with one year of industry experience, currently serving at Dogwood Wealth Management, LLC. Prior to joining Dogwood, she held roles at Legacy Financial Strategies, LLC and various positions related to Kansas State University and other organizations. Dogwood Wealth Management serves individuals, trusts, estates, businesses, and retirement plans by providing discretionary investment management, financial planning, and retirement-plan advisory services. The firm emphasizes a long-term, strategic asset-allocation approach using low-cost ETFs and mutual funds, supplemented by individual equities or fixed income, and integrates coordinated tax and accounting services through an affiliated firm.

Jason Newcomer is a CFP®-certified financial advisor at Dogwood Wealth Management, LLC with 16 years of industry experience. He has previously worked at National Planning Corporation, Barber Financial Group, and Newcomer & Associates. Dogwood Wealth Management serves individuals, trusts, estates, businesses, and retirement plans by providing discretionary investment management, financial planning, and retirement-plan advisory services. The firm emphasizes a long-term, strategic asset-allocation approach tailored to clients’ goals and risk tolerance, typically using low-cost ETFs and mutual funds supplemented by individual equities or fixed income.

Rory Jones is a CFP® with 16 years of industry experience, currently serving as an advisor at Dogwood Wealth Management, LLC. He previously worked at Modern Wealth Management, National Planning Corporation, and Barber Financial Group. Dogwood Wealth Management serves individuals, trusts, estates, businesses, and retirement plans, offering discretionary investment management, financial planning, and retirement-plan advisory services. The firm emphasizes a long-term, strategic asset-allocation approach using low-cost ETFs and mutual funds, supplemented by individual equities or fixed income, and coordinates tax and accounting services through an affiliated firm.