| Retirement Plan Services & Investing |
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Retirement Plan Services
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 | Vince Morris
Vice President
email: vmorris@bukaty.com
Vince has more than 18 years of experience in the financial services industry and joined the Bukaty Companies, as an owner of the retirement plan services division in July of 2001. He has worked with hundreds of corporate clients to help them design, implement and more effectively administer their retirement plans. His management duties include business development, marketing and overseeing day-to-day operations of the retirement plan services division. Since Vince joined Bukaty Companies, the retirement services division has grown from a startup company with few plan assets to a branch office and staff that handles in excess of 170 institutional clients with over a billion dollars in assets.
He was awarded “Top 20 Rising Star” in the retirement plan industry by Institutional Investor News and name one of the top 300 most influential retirement plan advisors by 401kwire.com. Vince has successfully passed NASD Series 6, 7, 24, 63 and 65 examinations. He earned the Plansponsor Retirement Professional (PRP) and Accredited Investment Fiduciary (AIF) designations and is a member of the American Society of Pension Professionals Association (ASPPA), Center for Due Diligence (CFDD) and Society of Human Resource Management (SHRM). Vince graduated from the University of Kansas with a degree in Economics.
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 | Jason Hoffman
Senior Retirement Plan Consultant
email: jhoffman@bukaty.com
As a Retirement Plan Consultant for Bukaty Companies Retirement Services, Jason has more than 12 years of experience in the consulting field of retirement plan design and administration. His duties include business development, marketing and overseeing day to day consulting on plan operations for retirement plan services clients. He has a vast knowledge of retirement plans from the start-up phase to ongoing day-to-day operations. His strengths include investment monitoring, employee communication, plan design and assisting participants with the education process.
Jason has successfully passed NASD Series 6 and 63 examinations. He earned the Accredited Investment Fiduciary (AIF) designation and is a member of the Center for Due Diligence (CFDD), and Society of Human Resource Management (SHRM). Jason is a graduate of Pittsburg State University.
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 | Tom Wright
Retirement Plan Consultant
email: twright@bukaty.com
Tom has more than 20 years of experience assisting businesses and individuals select suitable financial solutions to meet their objectives. His industry knowledge is beneficial to clients when comparing retirement plan designs, investment options and creating an income source at retirement. He is able to advise clients on appropriate plan providers, proper investment selections and service after implementation. He focuses his efforts on building trust and long-term relationships.
Tom holds the professional designation of a Chartered Retirement Planning Counselor® through the College of Financial Planning. The College of Financial Planning has an ongoing education requirement for this designation to insure the holder stays current on new laws, regulations and strategies. This program provides Tom additional insight in how to counsel clients on financial matters at the start of their career on into retirement. Tom carefully listens to his clients and gives them his undivided attention, which is one of his greatest differentiators. Tom’s knowledge of the financial markets enables him to advise his clients on how to achieve their financial objectives while protecting their long-term financial interests.
Through FINRA, Tom maintains Series 6, 7, 63, 65 and 66 licenses and is licensed in Missouri and Kansas for life insurance and variable products. Tom is a graduate of the University of Missouri with a degree in speech and communication. |
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 | Tristan Talley
Director, Wealth Management
email: ttalley@bukaty.com
Tristan joined Bukaty Companies in 2005. As a veteran financial representative, Tristan strives to work closely with individuals and families to achieve their lifetime financial goals. His “client-centered” approach to investment counseling sets him apart from the other advisors. Tristan specializes in personal financial planning, retirement counseling and planning, asset management, education planning, insurance and estate counseling.
Tristan graduated from the University of Kansas with a degree in Business Administration with an emphasis in finance and economics. He is also a member of the Society of Certified Senior Advisors and holds a Certified Senior Advisor designation (CSA).
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 | Ashley Verslues
Client Relationship Manager
email: averslues@bukaty.com
Ashley joined Bukaty Companies in February 2006 and was promoted to Client Relationship Manager in June 2009. Her duties include acting as the day-to-day contact for our plan sponsors regarding all aspects of plan administration. She serves as a liaison between the plan sponsor and record keeper in order to resolve any plan administration issues, as well as interacts with participants on an individual basis in order to educate them regarding their retirement plan provisions and investments and guide them on how best to utilize their retirement plan in order to achieve their personal retirement goals. She also assists with investment research. Her client service and organizational experience make her an exceptional asset to this position.
Ashley has successfully passed the FINRA Series 6, Series 63 and Series 65 examinations. She also holds current Life and Health licenses in Kansas and Missouri. Ashley graduated from University of Missouri- Kansas City with a degree in Business Administration with an emphasis in Finance.
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 | Pat Searcy
Client Service Specialist
email: psearcy@bukaty.com
Pat joined Bukaty Companies in 2008 as a client service specialist. She provides daily administrative support for both the Retirement Plan Services and Wealth Management divisions. She prepares proposals and client materials, maintains files and records, and interacts with retirement plan providers, clients and consultants.
Pat has passed the FINRA 6 and 63 examinations and holds a Missouri life and health license. Prior to joining Bukaty Companies she worked in investment operations with Northwestern Mutual.
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 | Travis Power
Business Development Specialist
email: tpower@bukaty.com
Travis joined Bukaty Companies in June 2009 as a business development specialist. He will assist consultants with the sales process, database management and client servicing including preparing sales and marketing materials, and organizing client and prospecting events. He is a graduate of the University of Kansas with a degree in Economics. |
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 | Emily Smith
Client Relations Associate
email: esmith@bukaty.com
Emily joined Bukaty Companies as a Client Relations Associate. Some of her duties include acting as a contact for plan sponsors and participants. She works with the plan providers to ensure the highest level of customer service for our clients. She prepares client materials and educational information for participants and assists with client reviews.
Emily is a graduate of the University of Missouri-Kansas City with a degree in Economics and is currently working on her MBA with an emphasis in Finance and Statistics at the UMKC Bloch School of Business.
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 | Sara Lamberto
Operations Manager
email: slamberto@bukaty.com
Sara joined Bukaty Companies as Client Relations Manager in March of 2005 and was promoted to Operations Manager in January of 2008. She manages day-to-day office operations including vendor services, compliance and technology. Additionally, she coordinates marketing efforts and events.
Sara has successfully passed her FINRA Series 6 & 63 examinations.
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