Why Sarver Vrooman Wealth Management Group of Wells Fargo Advisors

Experience:

Peter Vrooman, Senior Vice President Investment Officer and Jonathan Sarver Senior Vice President Investment Officer have worked together helping affluent clients since 1999.  They believe their emphasis on risk management and retirement income investing has served clients well, navigating both bull markets and two bear markets (2000 to 2002 and 2007 to 2009).  Peter and Jonathan are at the prime of their careers. Jessica Estes-Fleischmann has excelled as a Senior Registered Client Associate, handling all the trading, paperwork, distributions, and operations for the team for 9 years.

Credentials:

Peter Vrooman has been in Financial Services since 1994.  He graduated from the University of Chicago with a B.A. in Economics.  He has achieved three designations: the Certified Investment Management Analyst (CIMA) designation, the Chartered Financial Analyst (CFA) designation and the Chartered Retirement Planning Counselor (CRPC) designation.

Jonathan Sarver has over 20 years of Financial Services experience. Jonathan graduated both Seton Hall University School of Law and Boston University. He graduated BU with cum laude honors. Jonathan recently authored a book entitled, 6 Essential Practices for Income Investors. On October 30, 2017, Jonathan obtained the Certified Private Wealth Advisor® designation, administered by Investments & Wealth Institute and taught in conjunction with the University of Chicago Booth School of Business. The Certified Private Wealth Advisor® (CPWA®) certification is an advanced credential created specifically for wealth managers who work with high net-worth clients.

Jonathan and Peter are honored to be included in the 2018 Forbes Best-in-State Wealth Advisors Ranking for the state of Kansas.1 This ranking in both quantitative and qualitative and can be found at https://www.forbes.com/best-in-state-wealthadvisors/#7a91f885291d

Jessica Estes-Fleischmann holds the Series 7 and 66 securities registrations. She earned an undergraduate degree from the University of Missouri-Kansas City in 2002, and an MBA in finance from Avila in 2006.

References:

A significant portion of Peter's and Jonathan's clients come from referrals from current clients. Often clients will bring friends, relatives, and co-workers to Peter's and Jonathan's investment seminars or client events. Many clients are engineers, corporate executives, or entrepreneurs who have been referred by other co-workers. Jonathan and Peter are proud of the fact that virtually 100% of their clients have deliberately chosen to work with Sarver Vrooman Wealth Management, rather than clients being acquired through acquisition upon another advisor's retirement or departure.

 

 

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