Advisors at this firm
Geoffrey H
CFP®, ChFC®, Series 63, Series 65
Overland Park, KS
Triune Financial Partners, LLC
Geoffrey Huber is a CFP® and ChFC® with 34 years of industry experience. He has been with Triune Financial Partners, LLC since 2009 and previously worked at Purshe Kaplan Sterling Investments, Inc. from 2011 to 2018. Huber is also an independent insurance agent for various companies. Triune Financial Partners serves individuals, retirement plans, charitable organizations, endowments, and corporate clients, focusing on discretionary portfolio management and financial planning. The firm employs a largely passive, asset-class investment strategy grounded in Modern Portfolio Theory and emphasizes client education and fiduciary compliance.
John S
Series 65
Overland Park, KS
Triune Financial Partners, LLC
John Scherschligt is a Series 65-licensed financial advisor with Triune Financial Partners, LLC, based in Overland Park, KS. He has two years of industry experience and previously worked at Holy Family School of Faith and Flatco Telecommunications. Triune Financial Partners serves individuals, retirement plans, charitable organizations, endowments, and corporate clients. The firm employs a largely passive, asset-class investment approach grounded in Modern Portfolio Theory, managing accounts primarily with low-cost mutual funds and ETFs, including Dimensional Fund Advisors (DFA) funds.
Robert C
CFP®, CFA®, Series 63, Series 65
Overland Park, KS
Triune Financial Partners, LLC
Robert Crew is a CFP® and CFA® with 34 years of industry experience. He has worked at Triune Financial Partners, LLC since 2009 and previously spent seven years at Purshe Kaplan Sterling Investments, Inc. He serves on the investment committee for the Church of the Nazarene and is a co-trustee of a family member's irrevocable trust. Triune Financial Partners serves individuals, retirement plans, charitable organizations, endowments, and corporate clients. The firm employs a largely passive, asset-class investment approach grounded in Modern Portfolio Theory, managing approximately $1.3 billion in client assets across its team of 13 advisors.
Anya G
Series 66
Overland Park, KS
Triune Financial Partners, LLC
Anya Grovenburg is a financial advisor at Triune Financial Partners, LLC with nine years of industry experience. She holds a Series 66 designation and has worked at Purshe Kaplan Sterling Investments and Get Smarter Prep. Triune Financial Partners serves individuals, retirement plans, charitable organizations, endowments, and corporate clients. The firm employs a largely passive, asset-class investment approach based on Modern Portfolio Theory, managing portfolios primarily with low-cost mutual funds and ETFs under discretionary agreements.
Rece D
CFP®, Series 65
Overland Park, KS
Triune Financial Partners, LLC
Rece Dawson is a CFP® and holds a Series 65 license with two years of industry experience. He is currently with Triune Financial Partners, LLC and previously worked at Kompass Kapital Funding and Enterprise Bank. Outside of advising, he serves as an Associate Director at Farmers and Merchants Bank and works as an independent insurance agent. Triune Financial Partners serves individuals, retirement plans, charitable organizations, endowments, and corporate clients. The firm uses a Modern Portfolio Theory-based approach focused on passive asset-class strategies primarily through low-cost mutual funds and ETFs, managing approximately $1.3 billion in client assets.
Hal W
Series 65
Lenexa, KS
Triune Financial Partners, LLC
Hal Wood is a financial advisor at Triune Financial Partners, LLC with eight years of industry experience. He holds a Series 65 designation and has been with Triune Financial Partners since 2016. In addition to his advisory role, Wood owns and operates H.F. Wood Consulting, an animal health management consulting practice that advises and teaches veterinarians and related companies. Triune Financial Partners serves individuals, retirement plans, charitable organizations, endowments, and corporate clients. The firm employs a largely passive, asset-class investment approach grounded in Modern Portfolio Theory, utilizing low-cost mutual funds and ETFs, with discretionary portfolio management tailored to client objectives.
Blaine C
CFP®
Overland Park, KS
Triune Financial Partners, LLC
Blaine Cline is a CFP® professional with one year of experience at Triune Financial Partners, LLC. Prior to joining Triune, he worked at Buttonwood Financial Group, LLC for two years and spent eight years as a student. Triune Financial Partners serves individuals, retirement plans, charities, corporations, endowments, and scholarship funds with discretionary portfolio management, financial planning, and consulting services. The firm’s investment approach emphasizes Modern Portfolio Theory and passive asset-class exposure, primarily using low-cost mutual funds and ETFs, including institutional Dimensional Fund Advisors (DFA) funds.
Brandon B
CFP®, Series 66
Overland Park, KS
Triune Financial Partners, LLC
Brandon Blankenship is a CFP® with 11 years of industry experience, currently serving as a financial advisor at Triune Financial Partners, LLC. His prior experience includes roles at Morgan Stanley, Bank of America, Merrill, LPL Financial, and Vectra Private Bank. Outside of advisory work, he occasionally sells collectible items through private sales. Triune Financial Partners serves individuals, retirement plans, charitable organizations, endowments, and corporate clients, offering discretionary portfolio management, financial planning, and retirement plan consulting. The firm employs a largely passive, asset-class investment approach grounded in Modern Portfolio Theory, with portfolios managed primarily through low-cost mutual funds and ETFs.
J H
Series 66
Overland Park, KS
Triune Financial Partners, LLC
J Hartzler is a financial advisor with Triune Financial Partners, LLC, holding a Series 66 designation and 16 years of industry experience. He has been with Triune since 2017 and also operates a pro bono financial planning service, providing planning and budgeting assistance to individuals and families at no charge. Triune Financial Partners serves a diverse client base including high-net-worth individuals, retirement plans, charitable organizations, and corporate clients. The firm employs a largely passive, asset-class investment approach grounded in Modern Portfolio Theory, utilizing low-cost mutual funds and ETFs, with discretionary portfolio management guided by written Investment Policy Statements.
Bryce M
Series 65
Overland Park, KS
Triune Financial Partners, LLC
Bryce Miller is a financial advisor at Triune Financial Partners, LLC with a Series 65 designation and eight years of industry experience. Prior to joining Triune Financial Partners in 2018, he worked at Envista Credit Union from 2015 to 2018. Outside of his advisory role, he serves as a deacon and audio and visual volunteer at Redemption Hill Church and provides transaction bookkeeping assistance through Reformation, Revival and Renovations, LLC. Triune Financial Partners serves individuals, retirement plans, charitable organizations, endowments, and corporate clients, offering discretionary portfolio management, financial planning, and consulting services. The firm’s investment approach emphasizes Modern Portfolio Theory and a largely passive strategy using low-cost mutual funds and ETFs, with accounts managed according to written Investment Policy Statements and regular reviews.
Melissa F
Series 66
Overland Park, KS
Triune Financial Partners, LLC
Melissa Figeac Nanez is a financial advisor at Triune Financial Partners, LLC with 13 years of industry experience. She holds the Series 66 designation and has previously worked at Purshe Kaplan Sterling Investments. Triune Financial Partners serves individuals, retirement plans, charitable organizations, endowments, and corporate clients. The firm employs a largely passive, asset-class investment strategy based on Modern Portfolio Theory, managing accounts primarily through low-cost mutual funds and ETFs with discretionary oversight.
Robert S
CFP®, Series 66
Overland Park, KS
Triune Financial Partners, LLC
Robert Sparrow is a CFP® professional with 26 years of industry experience, currently serving as an advisor at Triune Financial Partners, LLC since 2005. He previously worked at Purshe Kaplan Sterling Investments, Inc. from 2011 to 2018. Outside of his advisory role, he serves as Vice President of the College Church of the Nazarene Foundation, focusing on opportunities related to estate planning and testamentary giving. Triune Financial Partners serves individuals, retirement plans, charitable organizations, endowments, and corporate clients, offering portfolio management, financial planning, and retirement plan consulting. The firm employs a largely passive investment approach based on Modern Portfolio Theory, utilizing low-cost mutual funds and ETFs, with discretionary management guided by written Investment Policy Statements.
Kyle K
CFP®, Series 63
Overland Park, KS
Triune Financial Partners, LLC
Kyle Krull is a CFP® professional with 12 years of industry experience, currently serving at Triune Financial Partners, LLC since 2016. He is also president of the Law Offices of Kyle E. Krull, P.A., which specializes in estate planning, and works as a legal editor for Blind Squirrel, Inc. Additionally, he is a certified instructor for Walk Thru the Bible live events. Triune Financial Partners serves individuals, retirement plans, charitable organizations, endowments, and corporate clients, providing portfolio management, financial planning, retirement plan consulting, and participant education. The firm’s investment approach is based on Modern Portfolio Theory, focusing on passive, asset-class strategies primarily using low-cost mutual funds and ETFs.
Justin H
CFP®, Series 65
Overland Park, KS
Triune Financial Partners, LLC
Justin Hicks is a CERTIFIED FINANCIAL PLANNER™ professional with eight years of industry experience. He has worked at Triune Financial Partners, LLC since 2019 and previously held roles at Allos Investment Advisors, Searcy Financial Services, Sprint, Northwestern Mutual, and O'Reilly Auto Parts. Outside of his advisory work, he is also an independent insurance agent for various insurance companies. Triune Financial Partners serves individuals, retirement plans, charitable organizations, endowments, and corporate clients. The firm employs a largely passive, asset-class investment strategy grounded in Modern Portfolio Theory, managing accounts on a discretionary basis with a focus on low-cost mutual funds and ETFs.
Anne W
Series 65
Overland Park, KS
Triune Financial Partners, LLC
Anne Winship is a financial advisor at Triune Financial Partners, LLC with one year of industry experience. She holds a Series 65 designation and has worked at Triune Financial Partners since 2022. Prior to her current role, her work history includes positions outside the financial industry, such as at Prospect Construction and Apprenticeship & Non-Traditional Employment for Women. Triune Financial Partners serves individuals, retirement plans, charitable organizations, endowments, and corporate clients. The firm employs a largely passive, asset-class investment approach grounded in Modern Portfolio Theory, utilizing low-cost mutual funds and ETFs, including Dimensional Fund Advisors funds, with discretionary portfolio management tailored to client objectives.