wealth Planning Services
Allow Us to Introduce Ourselves
We believe premier wealth management starts with a team of dedicated professionals. Men and women hand-selected based on experience, aptitude, attitude, and dedication to providing the utmost service to our clients.
Meet the FCS Executive Team
With decades of combined experience navigating the most challenging markets in history, our Executive Team shepherds all aspects of the practice and our wealth planning services.
Thomas Freeman CIMA®, CPWA®
- Managing Director, Family Office Consultant, Senior PIM Portfolio Manager
913-578-9001
tfreeman@fcsfamilyoffice.com
Learn more about team member Thomas Freeman CIMA®, CPWA®
Ted Chartier, CFP®
- Partner
913-578-9002
tchartier@fcspwm.com
Learn more about team member Ted Chartier, CFP®
Matt Sayers CFP®
- Partner
913-578-9003
msayers@fcspwm.com
Learn more about team member Matt Sayers CFP®
Sarah Tiedt CFP®
- Family Office Wealth Advisor, Senior Vice President
913-578-9005
stiedt@fcsfamilyoffice.com
Learn more about team member Sarah Tiedt CFP®
Greg Spears
- Managing Partner, Chief Operating Officer
913-578-9006
gspears@fcspwm.com
Learn more about team member Greg Spears
Margo Shepard CFP®
- Founder & Managing Partner of Shepard Wealth Advisors
816-659-2550
margo.shepard@shepardwealth.com
Learn more about team member Margo Shepard CFP®
Andrew Shepard
- Founder & Partner of Shepard Wealth Advisors
816-659-2544
andrew.shepard@shepardwealth.com
Learn more about team member Andrew ShepardTom Freeman’s Family Office Team
Tom’s team heads up wealth planning services on behalf of ultra-high-net-worth individuals, families, and institutions. We put these clients first, helping them define the true purpose of their wealth, giving it meaning and helping them see the bigger picture. We help preserve generational wealth so you can enjoy your accomplishments to their fullest, and invest yourself in the passions that mean the most to you and your family.
Thomas Freeman CIMA®, CPWA®
- Managing Director, Family Office Consultant, Senior PIM Portfolio Manager
913-578-9001
tfreeman@fcsfamilyoffice.com
Learn more about team member Thomas Freeman CIMA®, CPWA®Sarah Tiedt CFP®
- Family Office Wealth Advisor, Senior Vice President
913-578-9005
stiedt@fcsfamilyoffice.com
Learn more about team member Sarah Tiedt CFP®
Lauri Gray
- Senior Client Relationship Manager, Senior Vice-President
913-578-9011
lgray@fcsfamilyoffice.com
Learn more about team member Lauri Gray
Duncan Laner
- Senior Wealth Analyst, Senior Vice-President
913-578-9021
duncan.laner@fcsfamilyoffice.com
Learn more about team member Duncan Laner
Bobby Freeman, CFP®
- Private Wealth Advisor
913-578-9017
rfreeman@fcspwm.com
Learn more about team member Bobby Freeman, CFP®
Matthew Fischer, CFP®
- Private Wealth Advisor
913-578-9019
m.fischer@fcspwm.com
Learn more about team member Matthew Fischer, CFP®
Payton Jenkins, CFP®
- Private Wealth Advisor
913-578-9009
pjenkins@fcspwm.com
Learn more about team member Payton Jenkins, CFP®
Suzann Dorjath
- Client Relationship Manager
913-578-9014
suzann.dorjath@fcsfamilyoffice.com
Learn more about team member Suzann DorjathTed Chartier’s Private Wealth Management Team
Ted’s team heads up efforts on behalf of high-net-worth individuals, families, and institutions. We put our clients first, helping them define the true purpose of their wealth, giving it meaning and helping them see the bigger picture. We help preserve wealth so that you can enjoy your accomplishments to their fullest, and invest yourself in the passions that mean the most to you and your family.
Ted Chartier, CFP®
- Partner
913-578-9002
tchartier@fcspwm.com
Learn more about team member Ted Chartier, CFP®
Courtney Rhoden, AWMA™
- Senior Wealth Analyst - Human Resources, Executive Vice President
913-578-9012
crhoden@fcspwm.com
Learn more about team member Courtney Rhoden, AWMA™
Tammy Lawrence
- Senior Client Relationship Manager
913-578-9022
tlawrence@fcspwm.com
Learn more about team member Tammy LawrenceMatt Sayers’ Private Wealth Management Team
Matt leads a team focused on the needs of high-net-worth individuals, families, and institutions. By putting clients first, we help define the purpose of their wealth and preserve it thoughtfully. We provide wealth planning services that can allow that allow them to enjoy their success and invest in what matters most to them and their families.
Matt Sayers CFP®
- Partner
913-578-9003
msayers@fcspwm.com
Learn more about team member Matt Sayers CFP®
Connor Callahan, CFP®
- Private Wealth Advisor, Senior Vice President
913-578-9023
ccallahan@fcspwm.com
Learn more about team member Connor Callahan, CFP®
Jen Wasson
- Client Relationship Manager
913-578-9013
jennifer.wasson@fcspwm.com
Learn more about team member Jen Wasson
David Turner, CIMA®
- Senior Vice President, Senior Wealth Analyst
913-578-9004
dturner@fcspwm.com
Learn more about team member David Turner, CIMA®Greg Spears’ Recruiting and Administrative Support Team
The Chief Operating Officer and administrative team support our Wealth Advisors with operational activities required to manage our business. Our priority is delivering service excellence through operational efficiencies, meeting regulatory policies and procedures. The primary goal is to relieve our Wealth Advisors of daily operational duties to spend more time with our clients.
Greg Spears
- Managing Partner, Chief Operating Officer
913-578-9006
gspears@fcspwm.com
Learn more about team member Greg Spears
Javier Hernandez
- Branch Manager, Senior Vice President
913-578-9015
jhernandez@fcspwm.com
Learn more about team member Javier HernandezCourtney Rhoden, AWMA™
- Senior Wealth Analyst - Human Resources, Executive Vice President
913-578-9012
crhoden@fcspwm.com
Learn more about team member Courtney Rhoden, AWMA™
Debby Lightner
- Client Service Associate
913-578-9024
dlightner@fcspwm.com
Learn more about team member Debby Lightner
Abby DeFreece
- Director of First Impressions
913-578-9000
adefreece@fcspwm.com
Learn more about team member Abby DeFreeceSarah Tiedt’s Family Office Team
Sarah oversees a team focused on the complex needs of ultra-high-net-worth individuals, families, and institutions. Our work centers wealth planning services that help our clients align their wealth with purpose. We help protect it across generations, enabling clients to fully experience their success and direct resources toward what matters most.
Sarah Tiedt CFP®
- Family Office Wealth Advisor, Senior Vice President
913-578-9005
stiedt@fcsfamilyoffice.com
Learn more about team member Sarah Tiedt CFP®Payton Jenkins, CFP®
- Private Wealth Advisor
913-578-9009
pjenkins@fcspwm.com
Learn more about team member Payton Jenkins, CFP®Suzann Dorjath
- Client Relationship Manager
913-578-9014
suzann.dorjath@fcsfamilyoffice.com
Learn more about team member Suzann DorjathShepard Wealth Advisors
Shepard Wealth Advisors LLC is a strategic team at FCS. Our multigenerational team works with you to help ensure wealth continuity across generations. We believe wealth management should encompass all aspects of your wealthy life to help ensure that everything works together to build, grow, manage, and protect your wealth.
Margo Shepard CFP®
- Founder & Managing Partner of Shepard Wealth Advisors
816-659-2550
margo.shepard@shepardwealth.com
Learn more about team member Margo Shepard CFP®Andrew Shepard
- Founder & Partner of Shepard Wealth Advisors
816-659-2544
andrew.shepard@shepardwealth.com
Learn more about team member Andrew ShepardPrivate Wealth Advisors
Payton and Bobby partner with ultra-high-net-worth individuals, families, and institutions to provide deeply personalized guidance and wealth planning services. By focusing first on values and vision, we help clients preserve generational wealth and create the freedom to invest time, energy, and capital where it has the greatest meaning.
Bobby Freeman, CFP®
- Private Wealth Advisor
913-578-9017
rfreeman@fcspwm.com
Learn more about team member Bobby Freeman, CFP®Payton Jenkins, CFP®
- Private Wealth Advisor
913-578-9009
pjenkins@fcspwm.com
Learn more about team member Payton Jenkins, CFP®Connect With a Wealth Management Advisor
We are here to serve and to partner with you on your financial journey.
