Virtual Family Office

Your national experts that provide the “best of the best” in tax planning, legal, risk mitigation, wealth management, and business advisory services.

Nathan Bradley

Nathan Bradley

Client Relationship Lead

johnathan harris

Jonathan Harris

Proactive Coordinator

Kristen gordon

Kristen Gordon

Financial Planning Lead

Aleksander Dyo

Aleksander Dyo

Advanced Pension Plans

Ami Kassar

Ami Kassar

Business Financing

Andrew Lassise

Andrew Lassise

Technology and Cyber Security Specialist

Andy Ruhland

Andy Ruhland

Employee Benefits Specialist

Ashley Tonelli

Ashley Tonelli

Life Insurance Specialist

Ben Golden

Ben Golden

Tax Resolution Specialist

Bob Coleman

Bob Coleman

Proactive Facilitator

20220123115649_Brian Kelly

Brian Kelly

Work Opportunity Tax Credits

20220123115940_Bruce Gendein

Bruce Gendein

Advanced Qualified Plans

20220123120154_Chris Blees

Chris Blees

Business Sale and Succession Planning

20220123085405_Chris Hall

Chris Hall

Estate Planning ($0 to $5m)

20220123121400_Chris Ostler

Chris Ostler

R&D Tax Credits

Getting started is easy. We offer various solutions to fit your retirement needs.


NMLS #2222466

Equal Housing Lender

Contact Us

Phoenix Financial Group
1111 W Douglas Ave
Wichita, KS 67213

(316) 788-7884