Leawood, KS Office

Parker Worley is a financial advisor at 49 Financial with a Series 65 credential and two years of industry experience. Prior to joining 49 Financial, he held various positions including roles at The Green Lady Lounge, The Jayhawk Club, and The Slice of History. He is also active as an insurance agent for the Financial Independence Group. 49 Financial serves individual and institutional clients by providing financial planning, retirement-plan consulting, and investment management with an approach based on diversified asset allocation and a combination of fundamental, cyclical, technical, and behavioral analysis. The firm offers tiered fractional family office services and utilizes proprietary and third-party model portfolios, emphasizing client behavioral coaching and periodic rebalancing.

Elizabeth Boswell is a financial advisor at 49 Financial with one year of industry experience. She holds a Series 65 designation. Outside of her advisory role, Boswell serves as an associate at Financial Independence Group, where she is involved in selling fixed annuities and life insurance policies. 49 Financial serves a diverse client base including individuals, trusts, estates, corporations, and retirement plans, offering financial planning, retirement-plan consulting, and investment management. The firm emphasizes a disciplined, long-term diversified asset allocation approach grounded in Modern Portfolio Theory and provides tiered fractional family office services alongside access to third-party managers.

Corbin Tandy is a financial advisor at 49 Financial with one year of industry experience. He holds the Series 65 designation and previously worked at Eastern Industrial Supplies and Samford University. In addition to his advisory role, he is a licensed insurance agent. 49 Financial serves individual and institutional clients, providing financial planning, retirement-plan consulting, and investment management. The firm follows a disciplined, long-term diversified investment approach and offers tiered fractional family office services.

Adam Lenartowicz is a financial advisor at 49 Financial with Series 63 and Series 65 credentials and two years of industry experience. Before joining 49 Financial, he held positions at Kansas State University, Burns & McDonnell, Kanakuk Kamps, and Scheels. He is also an insurance agent affiliated with the Financial Independence Group. 49 Financial serves a diverse client base including individuals, trusts, estates, corporations, and retirement plans, offering financial planning, retirement-plan consulting, and investment management. The firm employs a disciplined, long-term diversified asset allocation approach, using proprietary and third-party model portfolios with an emphasis on client behavioral coaching.

Hanna Wroblewski is a financial advisor at 49 Financial with two years of industry experience. She holds the Series 65 designation and has previous work experience with Friendship Village, World Wide Technology, and the University of Kansas. Outside of her advisory role, she serves as Finance Officer for Simply Liturgical LLC and as Board Member and Treasurer for Alleluia Baskets, both church-related organizations. 49 Financial serves individual and institutional clients by providing financial planning, retirement-plan consulting, and investment management with a focus on long-term diversified asset allocation. The firm offers tiered fractional family office services and combines fundamental, cyclical, technical, and behavioral analysis in its investment approach.

Jace Engel is a financial advisor with 49 Financial in Leawood, KS, holding Series 63 and Series 65 licenses with three years of industry experience. His work history includes roles at Oakwood Capital Securities, 49 Wealth Management, and Purshe Kaplan Sterling Investments. 49 Financial serves individual and institutional clients, including high-net-worth individuals, trusts, and retirement plans, offering financial planning, retirement-plan consulting, and investment management. The firm emphasizes disciplined, long-term diversified asset allocation supported by a combination of fundamental, cyclical, technical, and behavioral analysis.

Luke Heiligenthal is a financial advisor at 49 Financial with five years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Purshe Kaplan Sterling Investments, Thrivent Advisor Network, Arvest Bank, and the University of Arkansas. His background includes roles in both financial services and education. 49 Financial serves a diverse client base that includes retail and high-net-worth individuals, trusts, estates, corporations, and retirement plans. The firm offers financial planning, retirement-plan consulting, discretionary and non-discretionary investment management, and tiered fractional family office services, using a disciplined, long-term, diversified asset allocation approach.

Banks Wilson is a financial advisor at 49 Financial with a Series 65 designation and two years of industry experience. Prior to joining 49 Financial in 2024, he worked in property management and real estate services. He also works as a fixed insurance agent. 49 Financial serves individual and institutional clients, including high-net-worth individuals, trusts, and retirement plans, offering financial planning, advanced planning, and investment management. The firm emphasizes a disciplined, long-term diversified asset allocation approach and provides tiered fractional family office services alongside access to third-party managers.