Meet the fiduciaries behind the firm.
Our team has the know-how and the heart to help you.
Not everyone who manages money is a fiduciary. We are, though. That means we put your needs ahead of ours and we can prove it. We document our processes so we can prove we’re acting in your best interest as custodians of your money.
We’re a product agnostic, fee-based advisory firm, and as fiduciaries we’re obligated to act in your best interests. And because we’re independent advisors, we can help you build a financial portfolio that reflects whatever level of risk you’re comfortable with when you’re investing. We’re here for you.
We’re a product agnostic, fee-based advisory firm, and as fiduciaries we’re obligated to act in your best interests. And because we’re independent advisors, we can help you build a financial portfolio that reflects whatever level of risk you’re comfortable with when you’re investing. We’re here for you.
Brian Harrold, ChFC®
Financial Planner
Investment Adviser Representative
bharrold@changepath.com | 913-322-2202
Financial Planner
Investment Adviser Representative
bharrold@changepath.com | 913-322-2202
Brian Harrold is a graduate of the University of Kansas. He holds a degree in Economics as well as his life and health licenses and Series 7 and 66 registrations. Brian earned his Chartered Financial Consultant® designation from the American College of Financial Services in 2016.
He started his career with Ameriprise Financial in 2004, working as both a financial planner and a manager. He later joined Cornerstone Financial Group and stayed with them as they transitioned to MetLife and then to MassMutual. Throughout those transitions he has been focused on gaining access to a greater set of solutions to help him address clients' most complicated problems. Throughout his career, clients have respected Brian’s ability to break down complicated topics and his unwavering philosophy that his clients come first.
When he isn't working, Brian enjoys Chiefs football, KU basketball, Formula 1 racing, and spending time with his wife, Trish, and their two boys, Jackson and Charlie. To Brian, business is important, but free time is family time.
He started his career with Ameriprise Financial in 2004, working as both a financial planner and a manager. He later joined Cornerstone Financial Group and stayed with them as they transitioned to MetLife and then to MassMutual. Throughout those transitions he has been focused on gaining access to a greater set of solutions to help him address clients' most complicated problems. Throughout his career, clients have respected Brian’s ability to break down complicated topics and his unwavering philosophy that his clients come first.
When he isn't working, Brian enjoys Chiefs football, KU basketball, Formula 1 racing, and spending time with his wife, Trish, and their two boys, Jackson and Charlie. To Brian, business is important, but free time is family time.
Andrew Congleton
Financial Adviser
Investment Adviser Representative
acongleton@changepath.com | 913-322-2203
Financial Adviser
Investment Adviser Representative
acongleton@changepath.com | 913-322-2203
Andrew is a graduate of Kansas State University. He holds a degree in Finance as well as his life and health licenses and Series 7 and 66 registrations.
Andrew started his career with Oppenheimer & Co. in New York City in 2008, working as a sales associate in the private client division. He joined Cornerstone Financial group as a Financial Advisor in 2011 and has maintained his focus of working with small business owners, young families, farmers, and individuals planning to retire as Cornerstone transitioned to MetLife and MassMutual. Andrew specializes in providing clients with advice on financial matters and making recommendations that will allow both businesses and individuals to best utilize their money. He is careful to ensure that clients understand their options and the products, services, and investment options that will best meet their needs.
Andrew resides in Lawrence with his wife Britani. In his free time, he enjoys traveling, watching KSU sports, and playing golf.
Andrew started his career with Oppenheimer & Co. in New York City in 2008, working as a sales associate in the private client division. He joined Cornerstone Financial group as a Financial Advisor in 2011 and has maintained his focus of working with small business owners, young families, farmers, and individuals planning to retire as Cornerstone transitioned to MetLife and MassMutual. Andrew specializes in providing clients with advice on financial matters and making recommendations that will allow both businesses and individuals to best utilize their money. He is careful to ensure that clients understand their options and the products, services, and investment options that will best meet their needs.
Andrew resides in Lawrence with his wife Britani. In his free time, he enjoys traveling, watching KSU sports, and playing golf.
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