Team
At K·Coe Wealth, you don’t just work with one person. You get a team of people. A team that’s up-to-speed on your goals and situation. A team with a wide range of experiences and backgrounds. A team that focuses on presenting suitable answers for you…not the ones that line our pockets.
In a world full of options, we believe the relationship we develop with you is what’s unique. Our goal is to develop relationships that span decades and generations. Because in the end, you want to work with people who put you at ease, look out for your best interests, and give you sound advice. Right?
Read more about the individual members of your team at K·Coe Wealth. We’re with you for the long-haul.
Blake P. Allen, CFP®
(316) 682-8345
Blake directs the K·Coe Wealth division, consulting with high net-worth individuals and business owners.
Dari M. Basore, BFA ™, CPFA
(316) 682-8345
As a wealth management consultant, Dari provides investment advice for high net-worth individuals, as well as family-owned and closely held businesses, recommending strategies that meet long-term financial goals.
A. Shane Bell, AAMS, RFC
(316) 682-8345
Shane advises large, family farm and ranch owners on how to manage their assets for the long-haul. As a K·Coe Wealth consultant, he works closely with K·Coe Isom colleagues to integrate investment and estate plans.
Louisa Roberts
(316) 682-8345
Louisa provides operations support to the K·Coe Wealth team, including preparing client paperwork and investment review reports, and maintaining client information across multiple systems.
Sheri Meyer
(316) 682-8345
Sheri joined K·Coe Wealth in 2014. She has over 10 years of experience in the financial services industry and serves clients through operations and compliance support.
Megan Williams
Megan serves as a talent acquisition and marketing consultant for KCoe Wealth, ensuring that KCoe Wealth advisors, consultants, and clients have the resources they need to effectively navigate the financial challenges of high net worth...