Vertical Financial Group

888-411-2590 |

Meet the team


Thomas H. Parker, C(k)P®

Financial Advisor & Founding Partner

(312) 577-6000

tparker@verticalretirement.com

Thomas H. Parker, C(k)P®, has been a qualified retirement plan specialist for nearly forty years. He is known for his high degree of knowledge and experience for helping businesses implement and optimize group retirement plans, as well as helping improve plan outcomes for participants. Graduating from Western Illinois University with a double major in finance... Read More


Vertical Finance | Team - Brad Harris JD

Brad Harris, J.D., ChFC®, CLU®, MBA

Financial Advisor & Founding Partner

(913) 345-2500

bharris@verticalretirement.com

Brad Harris is a native of Southwest Missouri (Springfield). He holds two degrees from Missouri State University–the Master of Business Administration (MBA), emphasizing business administration and business law, and the Bachelor of Science degree in Business Management and Marketing. He moved to Kansas City in 1979 to begin law studies at the University of Missouri-Kansas... Read More


David M. Kover, CFP®

Financial Advisor & Founding Partner

(888) 411-2590

dkover@verticalretirement.com

For nearly three decades, David M. Kover, CFP®, has been assisting business owners, executives and retirees with comprehensive financial planning services and helping them to reach their financial planning goals and objectives. He takes pride in serving as a “family CFO,” to provide fiscal clarity and direction, coordinating all of the elements of financial planning,... Read More


Laura T. Scobee, CPC, CFP®, CPFA

(314) 336-0832

lscobee@verticalretirement.com

Laura Scobee joined Vertical Financial Group in the spring of 2018, adding over 35 years of experience working with retirement plan sponsors and individual investors.Laura has provided services to retirement plans throughout her career, including a period when she was the CEO of a large, third-party retirement plan administration firm in St. Louis that provided... Read More


Brett M. Dankowski, C(k)P®

Financial Advisor & Director of Client Services

(312) 475-6441

bdankowski@verticalretirement.com

In November 2016 Brett M. Dankowski , C(k)P®, joined the Vertical Financial Group.  Brett will be handling client relations for qualified retirement plans and 401(k) plans. With over 10 years’ experience managing an operations team in the futures & options industry, Brett recognizes communication, innovation, and engagement are the foundation of business success. He is excited... Read More


Joe B. Thaman, CPFA®

(314) 336-0828

jthaman@verticalretirement.com

Joe Thaman, CPFA®, started with Vertical Financial Group in the spring of 2018. He helps families, executives and business owners build wealth and develop future income sources to retire successfully.  He assists in every stage of life, providing exceptional service and creative financial planning solutions for your personal and business needs. Employee benefits, investment management,... Read More


Phil Troyer

Vice President of Compliance

Phil has been working with Vertical Financial Group since May 2018 and helps clients understand their fiduciary responsibilities.  Phil previously managed a national ERISA law practice and served as General Counsel for NRP Financial and NRP Advisors, a broker-dealer and investment advisory firm that were owned by National Retirement Partners, Inc. He has also written... Read More


Diana Kirtland

Client Services Manager

(888) 411-2590

dkirtland@verticalretirement.com

Diana R. Kirtland assists our clients at Vertical Financial Group with the set-up and maintenance of their accounts to help ensure timely and coordinated service requests, including set-up of online access to accounts, processing of client fund requests, and assistance calculating and withdrawing required minimum distributions (RMDs). With more than 30 years of experience in... Read More


Ann M. Leathers

Client Service Manager

(913) 345-2500

aleathers@veticalretirement.com

Ann M. Leathers manages the daily operations of our Overland Park office, including assisting our clients with setting up new accounts, online access, fund requests, deposits and other account maintenance needs. She also helps run reports and analysis for client meetings and assists with scheduling. Leathers has worked alongside Brad Harris since 1993 and enjoys... Read More


Vesna Bukur

Client Services Associate

(888) 411-2590

vbukur@verticalretirement.com

Bio Coming Soon! Read More


Linda Senovic

(888) 411-2590

lsenovic@verticalretirement.com

Bio Coming Soon! Read More


Gina L. Westwood

Client Services Manager

(314) 336-0831

gwestwood@verticalretirement.com

Gina Westwood has been working with Laura Scobee and her clients since 2013. She has developed an in-depth understanding of a broad range of financial accounts, including retirement plans, traditional and Roth IRAs, personal and trust accounts. She collaborates with the set-up and ongoing servicing of client accounts in our St. Louis office. With more... Read More


Diane M. Huelsing

Client Services Manager

(314) 786-3345

dhuelsing@verticalretirement.com

Diane Huelsing is an integral member of our St. Louis office, assisting Laura Scobee and Jack Hillenbrand in all account management services, such as establishing and maintaining clients’ investment accounts and processing client requests. Having worked in the insurance and financial services industry for the past 12 years, Diane has developed a reputation for prodigious... Read More


James Battmer

Chief Economist & Lead Portfolio Analyst

James functions as a lead investment strategist and chairs the firm’s Investment Policy and Investment Allocation Committees. His responsibilities include investment strategy oversight and writing all firm related economic commentaries and market strategy pieces. Prior to serving in his current role, James worked as an analyst at Morgan Stanley and as a fixed income portfolio... Read More


John (Jack) Hillenbrand

(314) 786-3345

jhillenbrand@verticalretirement.com

Bio Coming Soon! Read More