Broker Check

Team

James Witkowski

Financial Advisor

(816) 792-8772

816-407-9480

jw@jwwealthmanagement.com

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...

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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...

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Jessica Greason

Client Services Manager

816-792-8772

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...

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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...

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Leah Bundy

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...

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Miriam Spencer

Client Services Manager

816-792-8772

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...

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