Wichita, KS Office

Matthew Myers is a CFP® professional with three years of experience in financial advising. He has worked at Pinion Wealth Management, LLC since 2022 and previously held roles at Landmark National Bank and Banner Capital Bank. Pinion Wealth Management is an SEC-registered advisory firm that serves individuals, high-net-worth clients, trusts, estates, and retirement plan sponsors. The firm provides personalized investment management, financial planning, and retirement-plan consulting, utilizing a combination of fundamental, technical, charting, and cyclical analysis to implement client strategies through various mandates and third-party platforms.

Blake Allen is a Certified Financial Planner (CFP®) with 19 years of industry experience, currently serving at Pinion Wealth Management, LLC in Wichita, KS. He has worked with Purshe Kaplan Sterling Investments since 2018 and has been associated with Pinion Investment Advisors and related entities since 2002. Outside of his advisory role, Allen manages Girl Dad, LLC, a business focused on equipment rental. Pinion Wealth Management provides personalized investment advisory services to individuals, trusts, estates, and retirement plan sponsors. The firm integrates accounting, consulting, and brokerage capabilities, using a variety of analytical approaches and sub-advisors to construct and monitor client portfolios.

Sheryl Meyer is a financial advisor at Pinion Wealth Management, LLC with 17 years of industry experience. She holds Series 63, Series 65, and Series 66 licenses and has worked at Purshe Kaplan Sterling Investments, Inc since 2018, as well as at Securities America Inc from 2014 to 2018. She also serves as Chief Compliance Officer and assists advisors within her firm. Pinion Wealth Management provides personalized investment advisory services to individuals, trusts, estates, and retirement plan sponsors, utilizing a combination of model portfolios, sub-advisors, and multiple analytical approaches to manage client assets. The firm’s ownership by a CPA entity and its affiliation with a broker-dealer and multiple sub-advisors differentiate its integrated service model.

Tanner Copeland is a financial advisor at Pinion Wealth Management, LLC with a Series 65 credential and two years of industry experience. Prior to joining Pinion Wealth, he worked at Smoky Hill Country Club and One Digital. He also assists agents and representatives at Pinion Insurance Agency and Purshe Kaplan Sterling. Pinion Wealth Management provides personalized investment advisory services to individuals, trusts, estates, and retirement plan sponsors. The firm employs a range of analytical approaches and utilizes model portfolios, sub-advisors, and the AssetMark platform to implement investment strategies.

Dari Basore is a financial advisor with Pinion Wealth Management, LLC in Wichita, KS, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. His career includes roles at Purshe Kaplan Sterling Investments, Inc. and Securities America, Inc., and he has been involved with Pinion Investment Advisors, LLC and Pinion Insurance Agency, LLC since 2005. Pinion Wealth Management provides personalized investment advisory services to individuals, trusts, estates, and retirement plan sponsors, utilizing a range of analysis methods and a combination of model portfolios, sub-advisors, and the AssetMark platform to implement client investment strategies. The firm is distinct in its ownership by a CPA firm and its integration of broker-dealer activities and retirement-plan consulting.