Team

At Pinion Wealth, you don’t just work with one person. You get a team of people. A team that’s up-to-speed on your goals and situation. A team with a wide range of experiences and backgrounds. A team that focuses on presenting suitable answers for you…not the ones that line our pockets.

In a world full of options, we believe the relationship we develop with you is what’s unique. Our goal is to develop relationships that span decades and generations. Because in the end, you want to work with people who put you at ease, look out for your best interests, and give you sound advice. Right?

Read more about the individual members of your team at Pinion Wealth. We’re with you for the long-haul.

A. Shane Bell, AAMS®, RFC®

(800) 310-9537

(316) 682-8345

Shane advises large, family farm and ranch owners on how to manage their assets for the long-haul. As a Pinion Wealth consultant, he works closely with Pinion colleagues to integrate investment and estate plans.

Blake P. Allen, CFP®

(316) 682-8344

(316) 682-8345

Blake directs the Pinion Wealth division, consulting with high net-worth individuals and business owners.

Bobbie Jo Cathcart

Bobbie Jo joined Pinion Wealth as our Operations Specialist. The majority of her professional career has been in the Financial Services field. Bobbie Jo brings top notch customer service to Pinion Wealth with her industry knowledge and...

Dari M. Basore, BFA™, CPFA™

(316) 682-8344

(316) 682-8345

As a wealth management consultant, Dari provides investment advice for high net-worth individuals, as well as family-owned and closely held businesses, recommending strategies that meet long-term financial goals.

Jordan Brenner, CFP®, CRPS™

316-682-8344

316-682-8345

Jordan focuses on providing “whole-picture” financial planning and wealth management serving high-net worth families and their businesses. By connecting with his clients’ dreams and values, he helps paint a...

Matt Myers

Matt serves high net-worth individuals and business owner at Pinion Wealth. Matt’s career has been centered around tailoring advise to the needs business owners and individuals, previously as a banker and now as an advisor at...

Nour Abuelreich

Nour joined Pinion Wealth as an operation specialist in the California office to assist the advisors and the growing operations team. Prior to joining the Pinion Wealth team, she worked in the life insurance industry catering to high...

Sheri Meyer

(316) 682-8344

(316) 682-8345

Sheri joined Pinion Wealth in 2014. She has over 10 years of experience in the financial services industry and serves clients through operations and compliance support.

Stephen Spach

316-682-8344

stephen.spach@pinionwealth.com

Stephen found inspiration to join the financial services industry during his 8-year NFL career. Since 2013, Stephen has helped clients minimize taxes, grow their wealth, and plan for their future. He remains focused working...