Born in 1974, he was raised in Vienna, Virginia and received his BS from Kansas State University in 1997. Mr. White entered the financial markets in 1997 when he joined Cambridge Investment Research Advisors, Inc., an RIA firm as investment advisor representative. Since such time Mr. White has spent three years with Brookstone Securities Inc. and with Prudential Financial as a financial consultant.
Jeff provides asset management and financial planning for individual clients, as well as small to mid-sized corporations.
He resides in Overland Park Kansas with his wife, Lindsay, and their four children.
Kenrick H. Moore
Kenrick Moore | Managing Partner
Kenrick Moore is the Portfolio Manager for Quantum Financial Partners, LLC.
Born in 1958; he was raised in Kirksville, Missouri, and attended North East Missouri State University from 1976-1980.
His fascination with the financial markets became a profession in 2000 when he joined Prudential Securities as a Registered Representative. In 2003, Mr. Moore co-founded what is now Quantum Financial Partners LLC, a Registered Investment Advisor based in Overland Park, Kansas.
He resides in Lenexa, Kansas, with his wife Leslie and their three sons. His diversions include golf, board games, wood working, art, and watching his sons’ sporting endeavors.
David Baumann - Senior Vice President | Wealth Strategies
David Baumann is a Financial Advisor at Quantum Financial Partners, LLC. David has been in the industry since 2006 and has a passion for helping people understand the importance of holistic planning involving investments, insurance and tax strategies. David enjoys working with business owners, sales people, medical specialists and family farms. As an advisor, it is important to truly understand what a person’s goals are prior to identifying a strategy to help achieve those goals. Investment tools and resources are constantly changing and it is important to be aware of new strategies that could compliment or enhance an existing portfolio.
David grew up on a farm in Sutton, Nebraska. He received his degree in Business Administration from the University of Nebraska, Lincoln. David is married to Jennifer, his wife of 23 years, and they have two daughters, Lynlee and Elise.
Adam L. Musfeldt
Adam L. Musfeldt - Chief Compliance Officer | Senior Vice President
Adam serves as a Financial Advisor and Wealth Strategist for Quantum Financial Partners, LLC. Since 2011, Adam developed multiple avenues of experience, both as an advisor for clients looking for help to build a solid future and as a consultant for self-directed investors looking to learn on their own. During this time, he has built a passion helping all investors, an affinity for the markets, and a true understanding of what clients want to accomplish with their wealth. With his client first mentality, Adam believes that building long lasting relationships along with a true understanding of his clients’ goals is the key factor in his clients’ continued success.
Adam specializes in derivatives and how they can maximize return and control of clients wealth. Because of the efficiencies and dynamics of the markets, many investors believe they have little to no control over what happens to their investments. Adam truly understands that there are opportunities in bull and bear markets. Clients also often believe the more complex the situation, the less options they have. Adam knows this is the opposite, and he truly believes in an investment strategy that goes beyond the simple equity and fixed income markets. Adam wants to offer his clients more control in achieving return while maximizing there tax efficiencies to make sure they achieve the risk-adjusted return that they desire.
Adam was born and raised in Omaha, NE, where he continues to reside today. He is a proud Veteran of the United States Army, but most proud of his Wife, Alicia, and daughters Kylie and Zoe.
Alternative Strategies Specialist
As a Financial Advisor, Brett focuses on building relationships while understanding his clients’ goals and needs. He strives to provide his clients with a comprehensive range of advice from insurance coverage, to specific savings and investment growth goals, ultimately making sure his clients and their families are financially independent and secure.
Brett studied finance at the University of Nebraska-Lincoln. Prior to becoming a financial advisor, Brett managed private country clubs. Seventeen years of experience managing some of Nebraska’s premier country clubs, such as Lincoln Country Club, Hillcrest Country Club and Omaha Country Club, gave Brett extensive experience building relationships and proactively anticipating the needs of his clients. Brett’s career in financial management began in 2011 with Edward Jones before joining forces with Quantum financial services.
As a lifelong Nebraska Native, Brett grew up in Plattsmouth, then lived in Lincoln for 20 years before settling in Omaha in 2010. Brett’s hobbies include spending time with family and friends, enjoying the outdoors, boating, cooking and traveling.