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 PLANNER^TM 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. 

 

 

 

 

 

 

 

 

Brian K. Watts
SR. Vice President of Wealth Management
bwatts@pgnfinancial.com

Hi, I'm Brian Watts, and let me tell you a bit about my journey.

Growing up, I was always fascinated by the world around me, especially the intricacies of life itself. This curiosity led me to pursue a degree in Biology from Pittsburg State University, where I delved deep into the wonders of science and discovery.

But as much as I love education, my path eventually led me to the world of finance. I set my sights on becoming a comprehensive wealth manager, equipped not only with a strong educational background but also with a range of professional designations. I have earned the prestigious titles of CFP® (CERTIFIED FINANCIAL PLANNER), AWMA® (Accredited Wealth Management Advisor), AIF® (Accredited Investment Fiduciary), and BFA™ (Behavioral Financial Advisor). To me, these designations are not just credentials but symbols of my dedication to providing the best financial guidance to my clients.

My family is the heartbeat of my life. Jesse, my wife, is a talented dermatologist, and together we share a passion for experiences. Our daughter Kate is navigating the waters of middle school, while our son Aaron is embracing the challenges of high school.

Now, when it comes to leisure, I have a unique definition of fun. In my free time, you might find me engaging in activities that some might consider... unconventional. Take, for instance, my passion for cycling. Back in the day, I raced competitively, even achieving a commendable 13th place in the state of Kansas for road racing in 2014. But as the years have passed and my family has grown, my cycling pursuits have mellowed into more leisurely adventures.

Living a meaningful life isn't just a mantra—it's a guiding principle. I firmly believe that as your wealth manager, my role transcends mere financial management. It's about collaborating with all the advisors in your life to craft a plan that aligns with your vision of a fulfilling existence. Together, we'll uncover what truly matters to you and design strategies to make those aspirations a reality.

So, if you've ever wondered what it feels like to cross the finish line after a grueling 100-mile ride in scorching heat or if you're ready to embark on a journey towards financial fulfillment, give me a call. Because with me, it's not just about managing your money; it's about crafting a life rich in experiences and purpose.

Additional things they say I have to tell you:  I hold my Series 7 and Series 65 licenses through Osaic Wealth, Inc., and hold Life, Health and Accident insurance licenses.

 

 

 

 

 

 

 

 

Vice President of Wealth Management
cmark@pgnfinancial.com

Chris entered the financial services industry immediately after graduating from the University of Missouri in 2009.  Since then he has enjoyed helping his clients plan for retirement and deal with their risk management needs.  Chris' practice focuses on retirement planning and developing strategic processes to derive investment portfolio income for his clients through retirement based on their cash flow needs.  He strives to develop relationships with his clients by listening to their concerns, priorities, and long term goals.  He then grows those relationships when his clients know they've been understood, their financial plan is in place, and there is ongoing communication about anything affecting that plan. 

 

 

 

 

 

 

 

 

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.

 

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