Team

James Witkowski

Financial Advisor

816-792-8772

816-407-9480

jw@jwwealthmanagement.com

Jim is the President and Founder of JW Wealth Management Group. He has been in the finance industry since 2000...

Austin White

Financial Advisor

816-792-8772

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...

Josh Graham

Analyst

816-792-8772

816-407-9480

josh@spencerfinancialinc.com

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

Sr. Client Services Manager

816-792-8772

816-407-9480

leah@spencerfinancialinc.com

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...

Jenny Keane

Client Services Manager

816-792-8772

jenny@spencerfinancialinc.com

Jenny joined JW Wealth Management in 2025. With over 20 years of experience in the non-profit industry, she has worked with donors, volunteers, businesses, and community leaders. She received her undergraduate degree in Marketing from...

Laura Hanavan

Client Services Manager

816-792-8772

Laura@SpencerFinancialinc.com

Laura joined JW Wealth Management in 2025, bringing with her more than 15 years of experience in fundraising, with expertise in annual giving, database management, and internal operations. She earned her undergraduate degree in...

Leah Cramer

Receptionist

816-792-8772

816-407-9480

leahcramer@spencerfinancialinc.com