Overland Park, KS

I am a Kansas City native that grew up in the Blue Valley School System. I am married to my wife Alyssa and have two girls, Lydia and Lauren. I was active in high school athletics, playing basketball and tennis. After high school, I attended and graduated from K-State with a degree in Business Administration and an emphasis in Financial Services. I became a Financial Advisor in 2004 and achieved the CFP® (Certified Financial Planner) credential in 2009 at American College. In 2011, I decided to start my own company, using LPL Financial as my independent Broker Dealer.

I am originally from a small town in southeast Iowa and have been in the KC area for 13 ½ years. My wife, Becky, and I have 2 boys, Gabe and Nolan. I graduated from Iowa State University with a degree in finance. I began working with Banc of America Investments in 2002 until 2009 when I moved my practice to LPL Financial.

I hold a bachelors degree in Financial Services from Kansas State University. Go Cats! Prior to my role at Metcalf Partners I worked as a Wealth Consultant for a large National RIA headquarter in Kansas City where I worked with clients on a personal level helping design financial plans, asset allocation strategies and focus on new business development. I currently reside in Olathe, KS with my wife Shanna and our two Australian Shepherds, Harley and Koda.

I am originally from Topeka, Kansas and now live in Blue Springs with my wife, Patty.  I have 3 sons and a daughter that are all grown up.  We love to travel spend time with family.  I am a CPA by trade and have been in the financial services industry for over 30 years.  

Tom Blumer is the Co-Founder and Managing Partner of V Wealth. His desire to provide sound financial advice for his family and friends led to his beginning a career at Merrill Lynch in 1995. Tom has pursued better ways to help his clients and other advisors achieve their financial goals for over twenty years. He has served as a financial advisor at regional, national and international banks with current clients from coast to coast. In 2009, believing there was a better way to provide their clients with financial advice, Tom and Brett Lange, his longtime business partner, started V Wealth Management LLC. V Wealth’s mission of providing honest, excellent advice and service to both clients has allowed V Wealth to grow into a firm people can trust.

He holds the Series 4, 7, 24, 53 and 63 registrations through LPL Financial and Series 65 through V Wealth Advisors. LPL Financial, a longtime partner of V Wealth, is the largest independent broker/dealer in the United States*. He was recently part of LPL’s Executive Council.

Tom and his wife, Alicia, are the proud parents of three daughters and one granddaughter. He enjoys spending time with his family, golfing and being active in his church. As a native of Columbia, Missouri, he’s an avid Missouri Tiger fan.

*As reported in Financial Planning Magazine, 1996-2024, based on total revenue.

When Brett Lange and Tom Blumer established V Wealth in 2009 their purpose was to be 
the independent firm you looked to as your primary resource about how all wealth 
management decisions can impact your family’s prosperity – today and into future 
generations. 

Brett serves as a Wealth Consultant and a managing partner of V Wealth. He works closely 
with his clients to identify their goals and develop customized, comprehensive financial 
plans and solutions.  Brett holds his series 7, 65, and 63.

You will find Brett and his wife cheering on their daughter at softball games, playing golf, 
and hitting the CrossFit gym with their son when away from the office.

Daniel serves as a Wealth Consultant working closely with his clients to establish and maintain comprehensive financial plans.  Many advisors talk about wealth management, investments, consulting, and financial planning, but in actuality, very few advisors bring the advanced credentials of Certified Financial Planner® (CFP®) and Chartered Financial Consultant® (ChFC®) to the process. 

Daniel graduated from Kansas State University with a degree in Finance.  You will find Daniel spending time with his family outside the office and cheering on the Kansas State Wildcats,
Kansas City Royals, and the Kansas City Chiefs!

If you are unsure you are working with the highest qualified advisors and firm, let’s talk!

Callie joined the V Wealth team in 2011.  Callie has been in the financial service industry for 
over 15 years and is dedicated to meeting the needs of all our clients and providing them with exceptional service while assisting the advisors of V Wealth. She is our multi-tasking\queen and prides herself on getting things done promptly and accurately.  

She graduated from Kansas State University with a degree in Communication Sciences and Disorders. When away from the office you will find Callie shuffling around her two kids to sporting events and activities, traveling with friends and family, and spending time at the 
lake.

“We are not a TEAM because we work together, we are a TEAM because we respect, trust, 
and care for each other.” -Vala Afshar

Callie joined the V Wealth team in 2011.  Callie has been in the financial service industry for
over 15 years and is dedicated to meeting the needs of all our clients and providing them
with exceptional service while assisting the advisors of V Wealth.  She is our multi-tasking
queen and prides herself on getting things done promptly and accurately.  
She graduated from Kansas State University with a degree in Communication Sciences and
Disorders.  When away from the office you will find Callie shuffling around her two kids to
sporting events and activities, traveling with friends and family, and spending time at the
lake.
“We are not a TEAM because we work together, we are a TEAM because we respect, trust,
and care for each other.” -Vala Afshar

Jeff brings a thorough approach to financial planning beyond focusing on investment returns to show how appropriate decisions can increase value. A diligent problem solver and candid communicator, he works with each client to determine what true financial freedom looks like and how to pursue short- and long-term goals. Jeff is also responsible for ensuring the V Wealth team has the most up-to-date technology that adjusts to changing trends and provides the best information and analysis.  

Previously, Jeff spent 20 years in the agriculture industry as a grain trader for Scoular, where he led operations and logistics for multiple elevators. He also was engaged in business development, helping to acquire and integrate new businesses. Seeing an opportunity for a transition, he decided to pursue his lifelong fascination with financial markets by joining Waddell and Reed as a financial advisor, followed by a move to V Wealth in 2019. 

Jeff grew up in southwest Kansas and graduated from Kansas State University. He and much of his extended family now live in the Kansas City area where he enjoys participating in community activities.

As one of V Wealth’s first advisors, David Brozenic has played an integral role in the firm’s growth over the past decade.  David has helped shape the firm’s culture of putting clients first; he prides himself in giving top-level service to clients by being transparent and clear with the whats and whys of investment planning. It’s important to him that his clients are educated in the financial process and he wants them to feel prepared to make decisions based on the guidance he provides.

Previously, David worked for American Century Investments and has his degree from Missouri State University and holds his 6, 63, 66, 7, and SIE.

David is a lifelong KC resident and enjoys spending time with his wife, Lisa, and two children.  He is an avid golfer and supporter of the KC Chiefs and KC Royals.

“Investing is not about ‘timing’ the market, it’s about ‘time in’ the market” -Jim Stowers.

David is a Wealth Consultant with 20 years of experience and joined the V Wealth team in 2019.  His core focus is on Client Education and Asset Management, working directly with clients to develop cohesive strategies to help meet their most complex goals and financial needs.  

Prior to working at V Wealth, David received his BS in Science from Villanova University, Master of Science Management from Troy State University, and CFP in 2011.  He is a retired US Naval Aviator and a Past Rotary President and Rotarian of the Year but still an active member.  He has served his time in organizations like Christmas in October as a team leader and board member and coordinated four Guatemala mission trips.

“Happy is the man who can make a living by his hobby” -George Bernard Shaw

Superior client support is Tracie Caplinger’s number one priority at V Wealth.  As a Client Service Specialist, she holds a variety of administrative and operational responsibilities, including internal billing, client services and executive support. She joined V Wealth in 2015 and has deeply enjoyed interacting with clients, while helping further strengthen the firm’s culture of trust, respect, and teamwork.

Tracie appreciates her team that values both clients and one another.   She believes the group reaches its goals and manages clients’ needs positively.  She is thankful that the management team ensures a good work-family balance and a happy atmosphere. 

Before V Wealth, Tracie worked at an accounting firm in Louisburg, Kansas, where she lives with her family. She has also provided executive, payroll, and bookkeeping support at an IT company in Overland Park. She moved to Kansas in 2004 from the Denver area where she earned a bachelor’s degree from the University of Colorado. Tracie and her husband, Lane, have three kids and return to Colorado regularly to camp, boat, and fish together. She volunteers as a small group lead for children at her church and is a team mom for her son’s varsity HS football team.

Debbie is our support for Branch Operations.  Her primary responsibility is ensuring our branch complies with all Securities & Exchange Commission (SEC) requirements.  She brings oversights to the appropriate person’s attention when they are spotted.  She assists in identifying how or why it happened and how our systems may be improved.  

Throughout her career in the financial service industry, she has served in many different positions in Banking and Wealth Management firms.  This has given her a broad overview of the branch operations in these organizations.  

When enjoying her time, you will find her visiting with her adult daughters and playing doting grandmother to her grandchildren.  She and her husband are avid travelers and always ready for a new adventure.

Jamie joined the V Wealth team in 2020 as the Office Manager and since day one she has ensured that the office is a well-oiled machine.  She proactively oversees the many details that are not noticeable until systems are not working efficiently or are broken down.  This position allows her to utilize her passion for organization and attention to detail to assist anyone and everyone who needs her help. She is thankful to work with a great group of people who complement each other well with their diverse gifts and talents.

Jamie graduated with a Bachelor of Science in Nursing from the University of Missouri in Columbia.  After leaving the nursing field, she gained operational and administrative experience by running a family business and volunteering with her church.

You will find Jamie hanging with friends and family in her spare time, looking for the next new adventure or serving at her church.  

“Live as you want to be remembered.” 

Joshua is a Wealth Consultant who joined the V Wealth team with over ten years of experience in the financial industry.  He strives to make his clients feel comfortable by breaking down the financial jargon to educate them on their decisions.  Joshua’s favorite part of being a Wealth Consultant is seeing the sense of relief come over a client’s face when a plan is presented based on a strategy to help them achieve their goals.

Joshua grew up in Central Kansas on the family farm.  After earning an accounting degree from Kansas State University, he moved to Washington, DC, where he worked on Capitol Hill and earned a master’s degree from The George Washington State in Public Administration.  While on Capitol Hill, he had his first foray into the finance world working on behalf of the U.S. House Financial Service Committee member.

You may see Joshua on his boat at the lake or messing around in his yard during his time out of the office.

Rich is a Wealth Advisor & Managing Partner at KC Wealth Advisors. He specializes in Retirement Planning for small business owners, retirees and business executives by focusing on building long-range, goal-oriented plans.

Rich has more than 30 years of experience in the financial industry. Prior to his 14 years at LPL Financial, he spent 17 years as a Financial Planning Specialist and Financial Advisor with Morgan Stanley Smith Barney. His experience and knowledge include stock and bond portfolio creation and management, privately managed accounts, mutual funds, ETFs, REITs, and annuities. He utilizes programs like Nitrogen for risk assessments and WealthVision for retirement planning scenarios.

Rich graduated from Kansas State University with a Bachelor of Science in Finance. He has attained his Life, Accident and Health Licenses, as well as Series 7 and 63 registrations held with LPL Financial and Series 65 registration held with The Wealth Consulting Group.

Rich enjoys bike riding, sporting events, and traveling with his family.  He has retired from coaching his daughter’s sports teams, much to their delight. Rich and his wife Tracey have three daughters.  His wife is the Director of Business Development at a local Kansas City corporation.

Tye Martin is a Wealth Advisor and Partner at KC Wealth Advisors. He focuses on building long-range, goal-oriented plans with high-net-worth families and business owners.

Tye has over 30 years of experience in the financial industry. Prior to his 14 years at LPL Financial, he spent 17 years as a Financial Advisor and Financial Planning Specialist at Morgan Stanley Smith Barney.

Tye graduated from the University of Nebraska – Lincoln with a Bachelor of Science degree in Finance. He has attained his Life, Accident and Health licenses, as well as FIRNA Series 7 and 63 securities registrations with LPL Financial and his Series 65 held with WCG Wealth Advisors LLC.

Tye is an avid golfer who also enjoys hunting and fishing. He is married with two children.

Stephanie is a Wealth Advisor and Partner at KC Wealth Advisors. She focuses on building long-range, goal-oriented plans with high-net-worth families and business owners.

Stephanie has more than 25 years of experience in the financial industry. Prior to her 14 years at LPL Financial, she spent 12 years as a Financial Advisor and at Morgan Stanley Smith Barney.

Stephanie graduated from Stephens College in Columbia, MO with both a Bachelor of Arts degree and a Bachelor of Fine Arts degree. She has attained her Life, Accident and Health Insurance licenses, as well as FINRA Series 7 and 63 securities registrations with LPL Financial and Series 65 held with WCG Wealth Advisors, LLC

Stephanie enjoys traveling with friends and family.  She has four wonderful busy children ranging from 20 to 13 years old.

Nancy is an LPL Registered Sales Assistant with LPL Financial. She is also the Chief Operating Officer at KC Wealth Advisors.  

Nancy has more than 25 years of experience in the financial services industry.  Prior to her 14 years at LPL, she served in several different roles at Morgan Stanley Smith Barney for 12 years. 

She earned her Bachelor of Science degree in Applied Science from Azusa Pacific University of California in 1991. Nancy is responsible for client requests, correspondence and performance reporting. She makes sure our team & branch operations run smoothly. 

Nancy enjoys traveling, gardening, St. Louis Blues hockey and spending time with her wonderful family.