Team
James Witkowski
Financial Advisor
816-407-9480
DESIGNATIONS:Accredited Asset Management Specialist AIF AWARDS*: Cetera Advisors, LLC Chairmen Award 2012-2021 Cetera Advisors, LLC President's Award 2011Cetera Advisors, LLC Wealth Management...
Austin White
Financial Advisor
816-407-9480
austin@spencerfinancialinc.com
Austin joined JW Wealth Management in 2021 after two and a half years at Amply Media. During his time at Amply...
Jessica Greason
Client Services Manager
816-407-9480
jessica@spencerfinancialinc.com
Jessica joined JW Wealth Management Services in 2019 after six years with Park University. While at Park, she held multiple positions within the University Advancement Office, most recently as the Director of Advancement Services and...
Josh Graham
Analyst
816-407-9480
Josh joined JW Wealth Management in 2019, after eighteen months with BankLiberty. While there, he held two positions with the latter as a Customer Connect Specialist, in which he was handpicked for the newly developed department. Josh...
Leah Bundy
Client Services Manager
816-407-9480
Leah joined JW Wealth Management in 2021. With over 15 years of experience, she has supported top-level executives both at Hallmark Cards and DST, which is now SS&C Technologies. While at DST...
Miriam Spencer
Client Services Manager
816-407-9480
miriam@spencerfinancialinc.com
Miriam joined JW Wealth Management in 2017. Miriam has extensive experience in administration, education, and nonprofit leadership. Her experience with...