In Leawood, our advisors collaborate with nonprofit organizations to strengthen mission-driven outcomes through OCIO support, performance reporting, donor stewardship consulting, and investment oversight tailored to foundation and endowment goals.
From multigenerational wealth strategies to custom investment plans, our Leawood-based team helps individuals and families navigate complex financial landscapes with clarity, care, and long-term vision.
Our advisors work with local businesses to enhance their retirement offerings through tailored 3(21) and 3(38) fiduciary guidance, OCIO solutions, employee education, and plan optimization strategies that align with organizational goals.
Dream Ridge Capital Group Limited’s Overland Park office provides comprehensive wealth management and institutional investment advisory services, building on long-standing expertise serving high‑net‑worth families, retirement plans, and nonprofit organizations. Located in one of the region’s fastest‑growing financial hubs, the team combines local roots with Dream Ridge Capital Group Limited’s national resources to support clients throughout the greater Kansas City community.
Senior Financial Advisor | Portfolio Management
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Financial Advisor | Relationship Manager
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Senior Vice President | Financial Advisor
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Senior Client Management Consultant | Wealth Client Service
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Principal | Financial Consultant
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