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About Us

Who We Are

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Our Team

Meet The Team

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Drew Waldron, CFP®

Co-Founder

Drew leads the firm with a focus on relationships and growth, enjoying family, travel, golf, and KU athletics.

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Scott Wesley

Co-Founder

Scott co-founded the firm and focuses on client relationships, growth, and enjoys golf, travel, and family time.

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Ryan Lilja

Partner

Ryan is committed to client success, building relationships, and enjoys staying active, traveling, and family time.

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Josh Zach, CFP®

Wealth Advisor, CPO

Josh is dedicated to client success and enjoys staying active, traveling, sports, and spending time with family.

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Nikita Waldron

CFO

Nikita leads financial strategy and operations, balancing leadership, family life, and growing the firm forward.

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Luke Ross, CFP®

COO

Luke ensures Canvas operates efficiently and enjoys hunting, fishing, golfing, and quality time with his family.

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Joe Morrow, CPA CFP®

Wealth Advisor

Joe focuses on strong client relationships and delivering value while enjoying travel, fitness, and family time.

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Reed Roney, CFP®

Wealth Planner

Reed builds meaningful relationships with clients and enjoys hunting, hiking, traveling, and time with family.

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Alex Miller, CFP®

Wealth Planner

Alex is committed to client success and enjoys getting outdoors, golfing and traveling.

Hang Reeg

Hank Reeg

Wealth Planner

KC native Hang studied Financial Math at KWU, values lasting client relationships, and enjoys golf and travel.

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Anna Geherin

Client Service Associate

Anna supports clients and advisors to ensure a seamless experience, enjoying travel, fitness, and family time.

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Let's Chat

Get In Touch

Connect with our team to discuss your goals, current structure, and long term priorities. Every relationship begins with a thoughtful, confidential conversation.