Waterfront Wealth Inc.

Monte Grissom is a financial advisor with Waterfront Wealth Inc. in Overland Park, KS, holding a Series 65 designation and seven years of industry experience. He has worked at Wells Fargo Advisors, LLC since 2018 and previously held positions at Taylor Corporation and CalTech. Waterfront Wealth, Inc. manages approximately $890 million for around 730 clients through a team of nine advisors. The firm serves individuals, high-net-worth clients, families, trusts, foundations, retirement plans, and other advisers, offering portfolio management, financial planning, retirement-plan consulting, and institutional sub-advisory services with a tailored investment approach.

Roger Ratzlaff Jr. is a financial advisor with Waterfront Wealth Inc. located in Overland Park, KS, holding Series 63 and Series 65 licenses and possessing 40 years of industry experience. His prior work includes positions at Wells Fargo Advisors, Wells Fargo Clearing, and A. G. Edwards & Sons, Inc. He also co-owns an investment-related LLC focused on farmland real estate. Waterfront Wealth, Inc. serves individuals, families, trusts, foundations, businesses, and retirement plans, offering discretionary and non-discretionary portfolio management along with financial planning and retirement plan advisory services. The firm customizes portfolios based on client goals, time horizon, and risk tolerance, employing a mix of active mutual funds, ETFs, Dimensional fund approaches, individual securities, and custom strategies.

Pamela Vasquez is a financial advisor at Waterfront Wealth Inc. in Overland Park, KS, with 18 years of industry experience. She holds Series 63 and Series 65 designations and has previously worked at Wells Fargo Advisors Financial Network and U.S. Bancorp Investments. Waterfront Wealth Inc. manages approximately $890 million for about 730 clients through a team of nine advisors. The firm serves individuals, high-net-worth clients, families, trusts, foundations, retirement plans, and other advisers, offering portfolio management, financial planning, retirement-plan consulting, and institutional sub-advisory services.

Kale Soukup is a financial advisor with Waterfront Wealth Inc. in Overland Park, KS, holding a Series 65 designation and two years of industry experience. Prior to joining Waterfront Wealth in 2023, he worked at FLS Transportation from 2021 to 2022. Waterfront Wealth Inc. manages approximately $890 million for around 730 clients through a team of nine advisors. The firm serves individuals, high-net-worth clients, families, trusts, foundations, retirement plans, and other advisers, offering portfolio management, financial planning, retirement-plan consulting, and institutional sub-advisory services with a focus on customized investment strategies.

Patrick Berch is a Series 65-licensed advisor with 15 years of industry experience. He is currently with Waterfront Wealth Inc., where he has worked since 2022, and previously held roles at Elevated Capital Advisors, LLC, Global Financial Private Capital, and Global Plains Advisory Group. Waterfront Wealth, Inc. serves individuals, families, trusts, foundations, businesses, retirement plans, and institutional sub-advisory clients. The firm provides customized portfolio management and financial planning using a range of strategies including active mutual funds, ETFs, and individual securities, and manages over $1.1 billion in discretionary assets.

Jacob Linch is a financial advisor at Waterfront Wealth Inc. in Overland Park, KS, holding Series 63 and Series 66 licenses with 10 years of industry experience. His prior work includes roles at Wells Fargo Advisors, SagePoint Financial, Signator Investors, and Wealth Management Concepts. Waterfront Wealth Inc. serves individuals, families, trusts, foundations, businesses, retirement plans, and institutional clients, offering discretionary and non-discretionary portfolio management alongside financial planning and retirement advisory services. The firm employs a mix of strategies tailored to client goals, including active mutual funds, ETFs, Dimensional funds, individual securities, and custom approaches.

Michael Shields is a CFP® professional with 27 years of experience in the financial services industry. He has been with Waterfront Wealth Inc. since 2012 and previously worked at Wells Fargo Advisors Financial Network, LLC. Waterfront Wealth, Inc. is a registered investment adviser managing approximately $890 million for around 730 clients through a team of nine advisors. The firm serves individuals, high-net-worth clients, families, trusts, foundations, retirement plans, and other advisers, offering portfolio management, financial planning, retirement-plan consulting, and institutional sub-advisory services.

Christopher Harrington is a CFA® charterholder with 18 years of industry experience. He has worked at Waterfront Wealth Inc. since 2017 and previously held roles at Wells Fargo Advisors LLC. and BCWM. Waterfront Wealth Inc. serves individuals, families, trusts, foundations, businesses, and retirement plans, offering customized portfolio management and financial planning. The firm employs a mix of active mutual funds, ETFs, Dimensional fund strategies, and individual securities to meet client objectives, managing over $1 billion in discretionary assets.

Benjamin Fischer is a financial advisor with Waterfront Wealth Inc. in Overland Park, KS, holding a Series 65 designation and one year of industry experience. His prior roles include positions at Leading Edge Financial Planning and Copper State Credit Union. Waterfront Wealth, Inc. manages approximately $890 million for about 730 clients through a team of nine advisors. The firm serves individuals, high-net-worth clients, families, trusts, foundations, retirement plans, and other advisers, offering discretionary and non-discretionary portfolio management, financial planning, retirement-plan consulting, and institutional sub-advisory services.

Matthew Hekman is a Series 65-licensed advisor with Waterfront Wealth Inc. in Overland Park, KS, where he has worked since 2021. He has 21 years of industry experience, including 18 years at Waddell and Reed/Ivy Investment Management Co. Outside of his advisory role, he serves as Treasurer for Redeemer Fellowship Johnson County and is the managing member of a sharecrop lease business in Osage County, KS. Waterfront Wealth Inc. manages approximately $890 million for around 730 clients, serving individuals, high-net-worth clients, families, trusts, foundations, retirement plans, and other advisers. The firm employs a mix of active mutual funds, ETFs, individual securities, and custom strategies, providing discretionary and non-discretionary portfolio management along with financial planning and institutional sub-advisory services.