Our People

When you choose our financial services, you benefit by obtaining comprehensive advice from a team of highly qualified financial planning professionals - individuals with vast experience in addressing your particular financial issues.

 

 

Brent A. Grauberger
Managing Partner of PGN Financial, L.L.C. ; President of Wealth Management
bgrauberger@pgnfinancial.com

Brent is a lifelong resident of Kansas City and is the founding partner of PGN Financial Services L.L.C.  He is a Registered Principal for the Kansas City branch of Osaic Wealth, Inc. and is an Investment Advisor Representative with Osaic Wealth, Inc.  Brent has over 35 years of experience in the financial services industry.  He specializes in both personal and corporate financial planning.  He focuses comprehensive attention on asset accumulation, income distribution planning, estate planning, and risk management analysis for clients.  Brent also has extensive knowledge regarding both corporate benefits and corporate retirement plan design.

 

 

 

 

 

 

 

 

Paul M. Nunes, CFP®, CFS
Managing Partner of PGN Financial, L.L.C. ; President of Wealth Management
pnunes@pgnfinancial.com

Paul is originally from Salinas, California and moved to Kansas to study chemical engineering at Kansas State University.  In 1994, he began his financial planning practice upon completing the University of Kansas's MBA Program.  Paul is currently a CERTIFIED FINANCIAL PLANNERTM practitioner and has the designation Certified Fund Specialist (CFS).  He is also a Registered Representative and a Financial Planner with Osaic Wealth, Inc., and a founding partner of PGN Financial Services L.L.C.  Paul's specialities include securities analysis, income distribution methods, and providing comprehensive financial planning for successful executives, business owners, retirees, preretirement individuals, and families. 

 

 

 

 

 

 

 

 

 

Brett D. Murch LUTCF
Vice President of Wealth Management
brett.murch@osaicwealth.com

Since 2003, Brett has worked to help individuals, families, and businesses make sound financial decisions.  Brett worked at two different financial planning firms backed by large, well known insurance companies before partnering with PGN Financial and Securities America in 2011.  Why PGN Financial?  Well, a whole host of reasons, but primarily a firm commitment to independence.  When creating a financial plan, managing investments or implementing insurance strategies, Brett can select the very best financial products and tools for his clients.  He believes in the importance of taking time to understand his clients wants, needs, and fears regarding their financial future.  What is in the best interest of the client drives product and investment selection, not the interests of any particular investment or insurance company.  Prior to his career as a Financial Advisor, Brett was an Account Executive for Southwestern Bell Wireless and Southwestern Bell Yellow Pages.  Brett resides in St. Louis, MO with his wife Heather and their two sons.  In his free time, Brett loves to be outdoors and is an avid cyclist.  Brett D. Murch is a Registered Representative and Investment Advisor Representative with Osaic Wealth, Inc.

 

 

 

 

 

 

 

 

Lewis W. Detz
Vice President of Wealth Management
lewis.detz@osaicwealth.com

Lewis is the Principal of Financial Transitions L.L.C.  He resides in Lake St. Louis, MO.  Originally from the Seattle area, he has been a Financial Advisor and Planner for over 20 years.  His approach to coaching clients is holistic financial planning.  He focuses on portfolio analysis, risk management, taxation strategies, retirement income planning, estate planning, and wealth accumulation.  Lewis holds his Series 7, 63, and 65 licenses and is securities licensed in several states.  He is an Enrolled Agent before the Internal Revenue Service, as well as a Missouri State Notary Public.  Prior to joining the investment industry, he held executive positions in business development and corporate strategic planning in the Defense Electronics Industry.  Lewis is a retired naval officer with 23 years of service in submarines, surface combatants and strategic contigency planning at the Pentagon.  He has been married for over 53 years and has three adult children all working in the real estate and financial analysis industry.

 

OUR STAFF:

 

Kari D. Tolander
Director of Operations
ktolander@pgnfinancial.com

Kari has worked with the founding partners of PGN Financial since 1995. As Director of Operations, she oversees the daily activity of the firm and manages the team workload to meet goals and deadlines. She also assists in setting goals that promote company growth and leads employees to encourage maximum performance. Kari is meticulous and has the flexibility to work with all aspects of the company. She enjoys visiting with clients and helping with all their service needs. With more than 30 years of experience in the financial services industry, Kari is a great asset to our PGN team. 

 

Jennifer Jackson
Senior Client Service Specialist

jennifer@pgnfinancial.com

Jennifer joined PGN Financial as a Client Service Specialist in July of 2024. She has over 20 years in the Financial Services Industry. Her role includes interacting and assisting with both partners and clients to complete any request in a professional and dignified manner.

 

Cassandra Collins
Client Service Specialist

Cassie@pgnfinancial.com

Cassie joined PGN Financial as a Client Service Specialist in June 2026. She has 3+ years in the Financial Services Industry. Cassie has a strong commitment to accuracy, responsiveness, and client care. With a focus on continuous learning, she is dedicated to expanding her financial expertise while delivering exceptional service.