Custodian Training

Primary Contact:

Rebecca Valdez

913.402.7893

Secondary Contact: 

Beth Garlic, Morgan Ballew, Rob Kellogg, Jack O'Brien

GeoWealth Service Center

Primary Contact:

Morgan Ballew

913.402.2112

Secondary Contact: 

Beth Garlic, Brook Campbell, Eric Barr, Ben Avis

GeoWealth Model Trading

Primary Contact:

Ben Avis

913.402.2177

Secondary Contact: 

Morgan Ballew, Beth Garlic, Brook Campbell, Eric Barr

Custodian Assistance/Support

Primary Contact:

Morgan Ballew

913.402.2112

Secondary Contact: 

Beth Garlic, New Hire

Registration & Attestations

Primary Contact:

Tina Mahota

913.402.7895

Secondary Contact: 

Rebecca Havens, JP Rankin

Ad Review

Primary Contact:

Rebecca Havens

913.402.7759

Secondary Contact: 

Sarah Mlynek, Tina Mahota, JP Rankin

Email & Cybersecurity

Primary Contact:

Rebecca Havens

913.402.7759

Secondary Contact: 

Tina Mahota, JP Rankin

Primary Contact: 

Rebecca Havens

913.402.7759

Secondary Contact: 

JP Rankin, Morgan Ballew, Ben Avis

Case Design Support

Primary Contact:

Robert Kellogg

913.402.7844

Secondary Contact: 

Rebecca Valdez, Jack O'Brien

Investment Positioning & General Support

Primary Contact:

Robert Kellogg

913.402.7844 

Rebecca Valdez

913.402.7893

Secondary Contact: 

Eric Barr, Brook Campbell

Client Presentation & Business Processes

Primary Contact:

Eric Barr

303.349.8857

Secondary Contact: 

Brook Campbell, Robert Kellogg, Rebecca Valdez

Marketing & Business Development

Primary Contact:

Brook Campbell

913.402.7705

Secondary Contact: 

Eric Barr, Tanner Lawrence, CreativeOne Marketing Account Manager (David Shopmaker)