Overland Park, KS Mastin Blvd. Office

Jessi Chadd is a CFP® and Series 65 credentialed financial advisor with 16 years of industry experience. She has worked at KHC Wealth Management Services since 2008. Chadd is based in Overland Park, KS, and is part of the nine-advisor team at Aspyre Wealth Partners. Aspyre Wealth Partners provides financial planning, consulting, and investment management services to individuals, high-net-worth clients, trusts, estates, and business entities. The firm combines active and passive investment management guided by an Investment Committee and integrates accounting and human capital consulting services alongside traditional wealth management.

Lucas Bucl is a CFP® professional with 15 years of industry experience. He has been with Koesten, Hirschman & Crabtree, Inc. since 2010. Bucl is based in Overland Park, KS, and is part of a nine-advisor team at Aspyre Wealth Partners. Aspyre Wealth Partners offers financial planning, consulting, and investment management services to individuals, high-net-worth clients, trusts, estates, and business entities. The firm integrates in-house accounting and human capital consulting with its advisory services, employing a mix of active and passive investment management grounded in Modern Portfolio Theory.

Stewart Koesten is a financial advisor with Aspyre Wealth Partners in Overland Park, KS, holding CFP® and ChFC® designations along with Series 63 and 65 licenses. He has 29 years of industry experience and has worked at KoesTen Hirschmann & Crabtree, Inc. since 1997. Outside of advisory work, he serves as president of Executive Agents, Inc., which offers evaluation and negotiation services for executive compensation agreements, and owns a coffee house in Kansas City. Aspyre Wealth Partners provides financial planning, consulting, and investment management to individuals, high-net-worth clients, trusts, estates, and business entities. The firm combines active and passive management guided by Modern Portfolio Theory and integrates accounting and human capital consulting services alongside its wealth management offerings.

Joslyn Boyd is a financial advisor at Aspyre Wealth Partners with a Series 65 designation and three years of industry experience. She previously worked at Raymond James and Associates, LPL Financial, and UBS Financial Services. Aspyre Wealth Partners provides financial planning, consulting, and investment management to individuals, high-net-worth clients, trusts, estates, and business entities. The firm integrates traditional advisory services with in-house accounting and human capital consulting, employing a blended active and passive investment approach guided by a dedicated Investment Committee.

Joni Lindquist is a CFP® and holds a Series 65 license, with 13 years of experience in the financial services industry. She has been with KHC Wealth Management since 2007 and is currently part of the nine-advisor team at Aspyre Wealth Partners in Overland Park, KS. Aspyre Wealth Partners provides financial planning, consulting, and investment management to individuals, high-net-worth clients, trusts, estates, and business entities. The firm integrates in-house accounting and human capital services, such as executive coaching and compensation consulting, alongside a portfolio management approach that combines active and passive strategies based on Modern Portfolio Theory.

Melissa Ryan is a financial advisor at Aspyre Wealth Partners with 12 years of industry experience. She holds a Series 65 designation and has been with KHC Wealth Management since 2013. Aspyre Wealth Partners provides financial planning, consulting, and investment management services to individuals, high-net-worth clients, trusts, estates, and business entities. The firm combines active and passive investment management based on Modern Portfolio Theory and integrates in-house accounting and human capital consulting services alongside wealth management.