Our Team

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.

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 member of the CFA Institute and is actively pursuing a CFA designation, having sat for the Level II exam in June 2007.

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), has been accredited as a Personal Financial Specialist (PFS) by the American Institute of CPAs; he is also a Chartered Financial Analyst (CFA) charterholder and a member of the CFA Institute and is 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 College. 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.