Overland Park, KS W. 109 Street Office

Drew Schlipman is a Series 65-licensed advisor with CWM, LLC, based in Overland Park, KS, with two years of industry experience. His work history includes roles at Schlipman Wealth Advisors and Carson Wealth, among others, and prior to entering the financial industry, he held positions in education and other fields. CWM, LLC is an SEC-registered investment adviser serving individuals, high-net-worth families, foundations, endowments, corporations, and institutional clients through more than 600 advisors. The firm manages accounts largely on a discretionary basis using model portfolios and combines fundamental and technical analysis with third-party sub-advisors and customization tools while emphasizing fiduciary processes, retirement plan services, and institutional solutions.

Tray Wiltse is a financial advisor with CWM, LLC in Overland Park, KS, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. His prior roles include positions at Geneos Wealth Management Inc and Integrated Wealth Advisory Services, Inc. Wiltse is also a co-owner of IWAS Holdings, Inc., a business involved in expense management. CWM, LLC is an SEC-registered investment adviser serving individuals, high-net-worth families, foundations, endowments, corporations, and institutional clients through a network of over 600 advisors. The firm provides portfolio management, financial planning, sub-advisory, and retirement-plan services, typically managing accounts on a discretionary basis using model portfolios guided by an in-house Investment Committee and various third-party resources.

Bill Day is a financial advisor with CWM, LLC, holding Series 63 and Series 66 licenses and bringing 30 years of industry experience. His work history includes roles at Cetera and Integrated Wealth Advisory Services Inc. He is also a co-owner of Growing Days, LLC, a business involved in interior design and home remodeling shows managed by his spouse. CWM, LLC is an SEC-registered investment adviser serving individuals, high-net-worth families, foundations, endowments, corporations, and institutional clients through a network of partner offices and over 600 advisors. The firm offers portfolio management, financial planning, retirement plan services, and utilizes a discretionary model portfolio approach overseen by an in-house Investment Committee.

Spencer Sabates is a financial advisor with CWM, LLC, holding a Series 65 credential and no prior industry experience. His background includes roles in academia at the University of Kansas and the University of Missouri-Kansas City, as well as work in healthcare at Sabates Eye Centers. CWM, LLC is an SEC-registered investment adviser serving individuals, high-net-worth families, foundations, endowments, corporations, and institutional clients through a large network of advisors. The firm employs discretionary portfolio management using model portfolios supported by an in-house Investment Committee, combining fundamental and technical analysis with third-party sub-advisors and customization tools.

Shannon Herrell is a CFP® with 11 years of industry experience, currently serving as a wealth advisor at CWM, LLC. Herrell has held roles at multiple affiliated firms, including Cetera Wealth Services and White Ember Financial Planning. In addition to her advisory work, she provides notary services. CWM, LLC is an SEC-registered investment adviser with over 600 advisors serving individuals, high-net-worth families, foundations, endowments, corporations, and institutions. The firm offers portfolio management, financial planning, and retirement-plan services, managing accounts primarily on a discretionary basis using model portfolios and a combination of fundamental and technical analysis.

Cael Crispin is a financial advisor with CWM, LLC holding a Series 65 credential and two years of industry experience. Prior to joining CWM, he worked at Carson Wealth and The Retirement Planning Group. His background includes diverse roles outside finance, such as positions in education and local businesses. CWM, LLC is an SEC-registered investment adviser serving individuals, high-net-worth families, foundations, endowments, corporations, and institutional clients through a network of more than 600 advisors. The firm offers portfolio management, financial planning, sub-advisory, and retirement-plan services using model portfolios guided by an in-house Investment Committee and various customization tools.

Katie Justus is a CFP® professional at CWM, LLC with seven years of industry experience. She has previously worked at Integrated Wealth Advisory Services Inc and Geneos Wealth Management. Katie also holds a notary public commission. CWM, LLC is an SEC-registered investment adviser serving individuals, high-net-worth families, foundations, endowments, corporations, and institutional clients through a network of over 600 advisors. The firm manages portfolios on a discretionary basis using model portfolios overseen by an Investment Committee, integrating fundamental and technical analysis, third-party sub-advisors, and custom tools such as Orion Custom Indexing and alternative investments via iCapital.