Endeavor Private Wealth, Inc.

Jared Griffith is a financial advisor at Endeavor Private Wealth, Inc. in Houston, TX, holding a Series 65 designation with 15 years of industry experience. He worked at Scout Investments for 14 years before joining Endeavor Private Wealth, where he has been since 2024. Endeavor Private Wealth serves individuals, high-net-worth clients, trusts, businesses, and retirement plan sponsors, managing approximately $595 million. The firm employs a risk-adjusted, tax-aware investment approach through a combination of active and passive strategies, in-house management, independent managers, and specialist sub-advisors.

Chris Mcgee is a financial advisor at Endeavor Private Wealth, Inc. with 25 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Wells Fargo Advisors LLC and WELLS FARGO Clearing Services, LLC. Outside of his advisory role, Mcgee participates in early-stage company investments through the Mid-American Angels Investment Network. Endeavor Private Wealth provides investment management, financial planning, and retirement-plan advisory services to individuals, families, trusts, and institutions. The firm employs a tax-aware, risk-adjusted approach using a mix of active and passive strategies across various asset classes and offers both wrap fee programs and separately managed account solutions.

Travis Tom is a financial advisor at Endeavor Private Wealth, Inc. with 16 years of industry experience. He has previously worked at Wells Fargo Clearing, Wells Fargo Advisors LLC, and Wells Fargo Bank. Outside of his advisory role, he serves as a commission member on the Colorado Independent State Elected Official Pay Commission. Endeavor Private Wealth serves individuals, high-net-worth clients, trusts, businesses, and retirement plan sponsors, managing approximately $595 million through a team of ten advisors. The firm employs a risk-adjusted, tax-aware investment approach using a combination of active and passive strategies and offers a range of wealth management, financial planning, and fiduciary services.

Steven Goodell is a CFP® with 14 years of experience in the financial services industry. He currently works at Endeavor Private Wealth, Inc. and has previously held roles at Wells Fargo Advisors, LLC and Wells Fargo Clearing Services, LLC. Outside of his advisory work, he is a part owner of Aztec Brothers, LLC, a company involved in managing property renovations in Boulder, Colorado. Endeavor Private Wealth provides investment management, financial planning, and retirement-plan advisory services to a diverse client base including individuals, families, and institutions. The firm employs a tax-aware, risk-adjusted approach using a combination of active and passive investment strategies and offers both wrap fee programs and separately managed account platforms.

Patrick Funk is a CFP® affiliated with Endeavor Private Wealth, Inc. in Boulder, CO, with six years of prior experience at Charles Schwab and additional roles in financial and corporate sectors. He joined Endeavor Private Wealth in 2025 and is part of a four-advisor team. Endeavor Private Wealth provides investment management, financial planning, and retirement-plan advisory services to individuals, families, institutions, and businesses. The firm employs tax-aware, risk-adjusted asset allocations combining active and passive strategies and offers both wrap fee programs and separately managed account platforms.

Joanna Bambo is a financial advisor at Endeavor Private Wealth, Inc. in Topeka, KS, holding a Series 66 designation with one year of industry experience. Her prior work includes roles at Raymond James Financial and Starr Wealth Management. Endeavor Private Wealth serves individuals, high-net-worth clients, trusts, businesses, and retirement plan sponsors, managing about $595 million through a team of ten advisors. The firm employs a mix of active and passive investment strategies with in-house and independent managers and offers services including financial planning, consulting, and fiduciary and non-fiduciary plan sponsor solutions.

Heidi Mark is a financial advisor at Endeavor Private Wealth, Inc. in Topeka, KS, with 19 years of industry experience. She holds Series 63 and Series 65 designations and has worked at Endeavor Private Wealth since 2021. Her prior experience includes roles at Wells Fargo Clearing Services, LLC and Wells Fargo Advisors LLC. Endeavor Private Wealth provides investment management, financial planning, and retirement-plan advisory services to individuals, families, institutions, and businesses. The firm employs a blend of active and passive strategies to build tax-aware, risk-adjusted portfolios and offers both wrap fee programs and separately managed account platforms.

Ashton Rake is a financial advisor at Endeavor Private Wealth, Inc. in Topeka, KS, holding a Series 65 credential. He has one year of industry experience, having joined Endeavor Private Wealth in 2026 after roles at several other companies including Northwestern Mutual and Walgreens. Endeavor Private Wealth serves individuals, high-net-worth clients, trusts, businesses, and retirement plan sponsors, managing approximately $595 million across discretionary and non-discretionary accounts with a team of ten advisors. The firm employs a mix of active and passive investment strategies and provides services including wealth management, financial planning, fiduciary support, and access to alternative investments.

Soren Knapic is a financial advisor at Endeavor Private Wealth, Inc. in Topeka, KS, holding a Series 65 designation. He has been with Endeavor Private Wealth since 2021 and previously worked at DST / SS&C Technologies and Kansas State University. Endeavor Private Wealth provides investment management, financial planning, and retirement-plan advisory services to a diverse client base including individuals, high-net-worth clients, families, pension and profit-sharing plans, trusts, estates, charitable institutions, and businesses. The firm employs tax-aware, risk-adjusted asset allocations with a combination of active and passive strategies and offers both wrap fee programs and separately managed account platforms.

Brady Franklin is a financial advisor with Endeavor Private Wealth, Inc. in Topeka, KS. He holds a Series 66 designation and has 10 years of industry experience, including five years at Wells Fargo Clearing prior to joining Endeavor in 2021. Endeavor Private Wealth serves individuals, high-net-worth clients, trusts, businesses, and retirement plan sponsors, managing approximately $595 million through a team of 11 advisors. The firm employs risk-adjusted, tax-aware asset allocations using a combination of active and passive strategies, leveraging both in-house management and independent managers to deliver investment and wealth management services.

Kathleen Heit is a CFP® and Series 66-licensed financial advisor with 14 years of industry experience. She currently works at Endeavor Private Wealth, Inc. and previously held roles at Bowersock Capital, US Bank, and Clayton Wealth Partners. Outside of her advisory work, she serves as a trustee on the board of directors for Topeka Collegiate School and owns a family-operated business called Reaching New Heits, LLC, which provides fruit smoothies and juices. Endeavor Private Wealth, Inc. is a team-based firm offering investment management, financial planning, and retirement-plan advisory services to individuals, families, institutions, and businesses. The firm employs a tax-aware, risk-adjusted approach using a blend of active and passive strategies across various asset classes and manages both wrap fee programs and separately managed accounts.

Ava Allen is a Series 66-licensed financial advisor with Endeavor Private Wealth, Inc. in Boulder, Colorado, bringing four years of industry experience. Her background includes nearly a decade at Wells Fargo Clearing and a prior role at Olisamra Inc. Outside of her advisory work, she is involved in managing rental properties with immediate family members. Endeavor Private Wealth serves individuals, high-net-worth clients, trusts, businesses, and retirement plan sponsors, managing approximately $595 million across discretionary and non-discretionary accounts. The firm employs a risk-adjusted, tax-aware investment approach that combines active and passive strategies, utilizing in-house management, independent managers, and specialist sub-advisors.