The core of our planning and investment capabilities lies in the combined and individual experience of our team of professionals.
Bruce E. Bower – Bruce is the founder of WMA, and has been in the financial services industry since 1980 after working as an engineer for several years with an international engineering firm. He has a BS and an MS in Engineering from Michigan State University. Bruce has been a Certified Financial Planner™ professional since 1984. Bruce served on the Charles Schwab Institutional Advisory Board in 1995 and has also served on the Executive Board, Boy Scouts of America, Heart of America Council.
Diane Coe Dercher - Diane joined WMA in 2011 following 18 1/2 years employed with a large mutual fund complex in Kansas City. She served as the firm's Chief Economist and Senior Vice President. Diane has a B.A. in mathematics and economics from the University of Kansas and an MBA in finance from the University of Missouri-Kansas City. She is a candidate for CFP Board's certification. Diane serves on an auxiliary board for Children's Mercy Hospital and is an active community volunteer.
Matthew D. Ison - Matt joined WMA in 2007 after 10 years with a large mutual fund family headquartered in Kansas City, where he served as a senior analyst in that firm’s portfolio advisory group. Matt holds a BS from The University of Iowa and a MBA from Rockhurst University. He is a Chartered Financial Analyst (CFA) charterholder and a member of the CFA Institute.
Kevin S. McGrew – Kevin is President of WMA. He has been in the financial services industry since 1987, and prior to that spent eight years in public accounting. He has a BS in Accounting from the University of Denver. Kevin is a Certified Public Accountant (CPA) and has been accredited as a Personal Financial Specialist (PFS) by the American Institute of CPAs; he is also a Chartered Financial Analyst (CFA) charterholder, a member of the CFA Institute, and a Certified Financial Planner™ professional. He served on the Charles Schwab Advisor Network Advisory Board in 2000-01.
Patrick L. Warren – Before joining WMA in 2004, Pat was employed by a large mutual fund family as an equity analyst for eight years. Pat has a BS from Emporia State University and an MBA from Rockhurst University. He is a Chartered Financial Analyst (CFA) charterholder and a member of the CFA Institute.
Paul L. Watkins - Prior to joining WMA in 2000, Paul was employed as an equity analyst for ten years at a major mutual fund company. Paul has a BS in Finance from Kansas State University, is a Certified Financial Planner™ professional, and is a member of the Financial Planning Association.
NOTICE: Please remember to contact Wealth Management Advisors, Inc. if there are any changes in your personal and/or financial situation or investment objectives for the purpose of reviewing, evaluation, and/or revising our previous recommendations and/or services, or if you want to impose, add to, or modify any reasonable restrictions to our investment advisory services. A copy of our current written disclosure statement discussing our advisory services and fees continues to be available to you upon request. Past performance is no guarantee of future results.