Our Team

Tony Hayden

Financial Advisor, RJFS
Licensed Insurance Agent, K&A

For over 25 years I have served individuals, families, business owners and non-profits. I like to create plans that work (versus those that do not). I am naturally a technical person and see economic models almost in 3D. I can plan and create them to match various scenarios depending on client needs. I am very close to my clients and have served many to their life’s end. I have a loving wife, Carol, and two wonderful daughters, Greta and Anna. I strive to be a good example for them. I love what I do. Most people simply want plans that work according to their definitions and needs, have confidence, and on the tough days and times, for me to be there when needed.

A strong theme you will see over again, is my passion for working within the construct of Charitable Planning. It is how I am wired. I have cultivated unique technical skills and talents in charitable giving, and I am a co-founder of the Abundance Alliance & Lakeview Conservation Alliance, Inc.

 

 

Teamwork Knows No Boundaries

Our Team Map

Tony Hayden headshot

Meet Our Team

Zimmerman

Bettie Zimmerman

Financial Advisor, RJFS Insurance Agent, K&A

Manhattan, KS

Team Role: Team Co-Advisor. Prior to becoming an advisor, Bettie was a Retirement Plan Administrator for Keating & Associates. Now, as an advisor, Bettie provides a high level of skills and knowledge regarding retirement plans and financial planning. Additionally, Bettie is the team’s financial planning software specialist.

Wilson

Jennifer Wilson

Account Administrator

Tumwater, WA

Team Role: Investment Department Assistant. Jennifer coordinates a variety of client investment needs. Anywhere from handling trades, setting up accounts, facilitating deposits and withdrawals and a host of other critical functions in between. As a seasoned investment department specialist, Jennifer strive to make many of the complicated steps and processes appear seamless.

Slavens

Taylor Slavens

Client Service Manager

Lawrence, KS

Team Role: Team Project Manager. Taylor ensures all projects are organized and managed to maximize efficiency. Taylor’s background in Marketing and Communications brings an array of capabilities for larger projects, while providing thoughtful insight. In addition, if you have any questions or need assistance, she is the team go-to. If she cannot answer your question, she will connect you with the appropriate team member.

Munoz

Matt Munoz

Financial Services Associate, RJFS, Due Diligence Administrator, KA

Overland Park, KS

Team Role: Client Financial Plan Modeling. When it comes to financial planning and modeling, Matt is your guy. He is a key player when it comes to building out our clients’ financial plans, modeling out scenarios, and assisting in researching opportunities. When situations arise and require a clients plan to change, Matt helps adjust the plan and models. As situations or goals change, he makes sure the plan reflects those updates. 

Winter

Jazmine Winter

Client Communication Assistant *Not affiliated with Raymond James

Manhattan, KS

Team Role: Scheduling Coordinator. When it comes to client care, Jazmine’s role is vital. Whenever an appointment needs to be scheduled, Jazmine helps coordinate to ensure the meeting happens smoothly. She keeps the calendars updated, ensures client reviews are scheduled, follows up on important matters when needed, assigns out tasks from meetings, and archives important meeting documents. Like an air traffic controller, Jazmine strives to make your “arrivals and departures” comfortable.

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Our Office —
1008 New Hampshire Street, STE 300
Lawrence, KS 66044
785-841-0154