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Emily H

CFP®, Series 66

Lawrence, KS

Sanctuary Advisors, LLC

Emily Hill is a CFP® with 24 years of industry experience, currently serving as a financial advisor at Sanctuary Advisors, LLC. Her career includes over a decade at Morgan Stanley in various capacities before joining Sanctuary Advisors in 2020. She is a board member of the Kansas Public Employees Retirement System and the Kansas City Symphony Foundation, participating in the oversight of significant pension and endowment funds. Sanctuary Advisors, LLC offers investment advisory and financial planning services to a diverse client base, including individuals, corporations, pension plans, trusts, and charitable organizations. The firm supports a network of more than 400 independent advisers who manage portfolios using a variety of analytical approaches and platforms, operating as fiduciaries under written advisory agreements.

Retirement plans for business owners (SEP, solo 401k) Cash flow / budgeting General retirement planning
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Kathryn O

Series 63, Series 66

Lawrence, KS

Sanctuary Advisors, LLC

Kathryn Olds is a financial advisor with Sanctuary Advisors, LLC in Lawrence, KS, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. She has worked at Morgan Stanley Smith Barney since 2009 and held various roles at Morgan Stanley and its affiliates from 2003 to 2020. Sanctuary Advisors, LLC provides investment advisory and financial planning services to a broad range of clients, including individuals, corporations, pension plans, trusts, and charitable organizations, through a network of over 400 independent advisers. The firm offers diverse portfolio management options, retirement plan consulting, and fiduciary services, utilizing multiple investment strategies and maintaining a distinctive platform supported by recent acquisitions and strategic affiliations.

Retirement plans for business owners (SEP, solo 401k) Cash flow / budgeting General retirement planning
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Michael G

CFA®, Series 63, Series 65

Lawrence, KS

Sanctuary Advisors, LLC

Michael Grossman is a CFA® charterholder with seven years of industry experience. He is currently with Sanctuary Advisors, LLC and previously worked at Kornitzer Capital Management, Inc. He has held positions at Qm Power, Inc. and Sterneck Capital Management LLC. Sanctuary Advisors, LLC provides investment advisory and financial planning services to a diverse range of clients, including individuals, corporations, and charitable organizations, through a network of over 400 independent advisers. The firm offers portfolio management, financial planning, and retirement plan consulting, utilizing various analytical approaches and managing accounts on discretionary or non-discretionary bases.

Retirement plans for business owners (SEP, solo 401k) Cash flow / budgeting General retirement planning
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