Quantum Financial Partners LLC

Charles Koch is a CFP® with 21 years of industry experience, currently serving as an advisor at Aprio Wealth Management, LLC. He has worked at Prism Financial Group, L.L.C. since 2012 and was previously with Cambridge Investment Research Inc. from 2012 to 2018. Aprio Wealth Management serves individuals, qualified retirement plans, trusts, estates, charitable organizations, and business entities, offering tailored investment programs and a range of portfolio management and consulting services. The firm manages approximately $2.64 billion and operates an integrated referral and service model through affiliations with related accounting and insurance firms.

Brett Renner is a Series 66 licensed advisor at Quantum Financial Partners LLC with 14 years of industry experience. He has been with Quantum Financial Partners since 2016. Outside of his advisory role, Renner is involved in several non-investment businesses, including ownership and operational roles in a cannabis production company and a restaurant business in the Lake Ozark area. Quantum Financial Partners provides investment advisory and portfolio management services to individuals, family trusts, corporations, foundations, and small businesses. The firm employs a combination of fundamental, technical, and quantitative analysis and manages both individual accounts and a private pooled investment vehicle with performance-based fees.

Adam Musfeldt is a financial advisor at Quantum Financial Partners LLC in Omaha, NE, with 14 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at TDAmeritrade, Inc. from 2014 to 2018. Outside of his advisory role, he is involved in non-investment related real estate businesses through ownership interests in Musfeldt Companies, LLC and Graves Development Resources, LLC. Quantum Financial Partners provides investment advisory and portfolio management services to individuals, family trusts, corporations, foundations, and small businesses. The firm employs a combination of fundamental, technical, and quantitative analysis to manage discretionary accounts, including a private pooled investment vehicle that charges performance-based fees.

Kenrick Moore is a financial advisor at Quantum Financial Partners LLC with 24 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Quantum since 2006. Outside of his advisory role, he is a partner in Autopia, LLC, an import car repair business in Lenexa, KS. Quantum Financial Partners provides investment advisory and portfolio management services to individuals, family trusts, corporations, foundations, and small businesses. The firm uses a combination of fundamental, technical, and quantitative analysis to manage accounts primarily on a discretionary basis and sponsors a private pooled investment vehicle with performance-based fees.

Nicholas Rossin is a financial advisor at Quantum Financial Partners LLC with 11 years of industry experience. He holds the Series 66 designation and previously worked at Wells Fargo Clearing Services, LLC and Wells Fargo Advisors, LLC. Quantum Financial Partners provides investment advisory and portfolio management services to individuals, family trusts, corporations, foundations, and small businesses, primarily through tailored management of individual accounts. The firm combines fundamental, technical, and quantitative analysis in its investment process and manages discretionary accounts, including a private pooled investment vehicle with performance-based fees.

Jeffrey White is a financial advisor at Quantum Financial Partners LLC with 25 years of industry experience. He holds the Series 66 designation and has been with Quantum Financial Partners since 2006. Outside of advisory work, he is an independent insurance agent and owns Quantum Holdings, LLC, which has a partial passive ownership in a property and casualty insurance agency. Quantum Financial Partners provides investment advisory and portfolio management services to individuals, family trusts, corporations, foundations, and small businesses. The firm combines fundamental, technical, and quantitative analysis to manage discretionary accounts and operates a private pooled investment vehicle with performance-based fees.

David Baumann is a financial advisor at Quantum Financial Partners LLC in Omaha, NE, holding Series 63 and Series 66 licenses with 20 years of industry experience. He has been with Quantum Financial Partners since 2016. Outside of his advisory role, Baumann works as an independent insurance agent for various companies on a limited basis. Quantum Financial Partners provides investment advisory and portfolio management services to individuals, family trusts, corporations, foundations, and small businesses. The firm employs a combination of fundamental, technical, and quantitative analysis to manage individual accounts and operates a private pooled investment vehicle with performance-based fees, a practice that is uncommon among its peers.