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David Leathers MBA

Operations Manager

David’s long-standing passion for money management and retirement planning is underlined by his commitment to creating customer-centered relationships. 

David joined the industry over 10 years ago when he began working with Steve Lawrence and his clients in servicing their account needs and investment strategies.  The most rewarding part of David’s job is helping people navigate the path to retirement and the necessary financial needs thereafter. 

David is a Kansas City native, graduating from Rockhurst High School, University of Kansas with a BA in business administration, and UMKC with an MBA in management and marketing.  He enjoys spoiling his dog, traveling, and trying the many restaurants our great city has to offer.