About Us

We are here to earn your business, support you and help you grow.

Meet Your Team

A path forward. A focus on growth. A partner for your business.

ChangePath has the processes, systems, training, and experience in place to support your vision and help your business thrive. We’ll align with your goals and give you the tools to get there. 

Marty PfannenstielPresident, Sales & Marketing

Marty Pfannenstiel

President, Sales & Marketing

Marty Pfannenstiel has broad knowledge of how the diversified financial services industry operates and is eager to bring that knowledge to his clients. He has an extensive background in accounting and tax law — skills that complement his position at ChangePath. 

Marty graduated from the Washburn University School of Law after completing a bachelor’s in accounting and a minor in business administration. Ambitious, detailed and determined, he possesses an absolute dedication to his advisers, whether working with a brand-new adviser or a multi-decade industry veteran. Whatever he’s doing, Marty seeks opportunities to learn, and his commitment is something he prides himself on, beyond simply working hard. He strives to continuously build and reinforce client relationships, key components of any true partnership.

Marty previously worked for Aviva in the compliance department and as a sales coordinator before returning to school to acquire his J.D. From there, he joined ChangePath in 2014 as a sales recruiter and chief compliance officer, reviewing and summarizing company contracts.

Today, as president of ChangePath, Marty uses his insights about how carriers function to benefit his clients, better communicate with them and assist them through any obstacles they encounter. Doing so establishes trust, which in turn makes them more successful. A triple threat when it comes to estate planning, accounting, and the application of risk management, Marty is the perfect match for those advisers looking to grow their assets under management exponentially. He’s humbled and excited to lead ChangePath as the firm continues to grow.

Outside the office, Martin enjoys spending quality time with his wife, Molly, and with their daughter. He loves being active and is always working to improve his golf game.

Eric BarrDirector of TAMP Services

Eric Barr

Director of TAMP Services

As part of GeoWealth’s senior leadership team working on behalf of ChangePath, Eric is responsible for refining ChangePath’s turnkey asset management platform (TAMP). He provides general oversight of the platform, including ongoing refinement and enhancements, as well as asset acquisition.

Throughout his career, Eric has developed an expansive background in the financial services industry, gaining leadership experience, management practice and global marketing exposure.

Prior to joining ChangePath and GeoWealth, Eric held a variety of investment consultant positions within the financial services industry, including the launch of a third-party marketing firm where he sourced and distributed niche money managers to large institutions, running territory client acquisition for a major financial institution and heading national distribution for cutting-edge unified managed account provider.

Early on, Eric developed his leadership and management skills outside of the financial industry. His background includes global oversight of corporate relationships and new media for Colorado’s winter sports trade organization, as well as new media sales and product integration at the Denver Newspaper Agency, the company in charge of the Denver Post and Rocky Mountain News.

Eric brings more than two decades of experience to ChangePath and GeoWealth in various capacities, having served companies such as Eternity Capital, LLC, GlobalBridge, Norwood Partners, AIG Valic and Janus Capital.

Eric earned his bachelor’s degree from Colorado State University and still resides in the Denver area. He enjoys spending time with his family, volunteering with local youth organizations and being an active North Boulder Little League board member. He is an outdoor enthusiast, and when not volunteering, is an avid biker and skier.

Brook BuckWholesale & Adviser Development

Brook Buck

Wholesale & Adviser Development

As a member of the sales team, Brook focuses on the education, training, and development of advisers as soon as they are registered with ChangePath. Through offerings such as one-on-one trainings, group education webinars, and business development analyses, Brook and the wholesale team support the progress and growth of our advisers on a continual basis.

Brook spent much of her life in athletics until making the move to the corporate world in 2016. She spent part of 2016 on the institutional client service desk at Goldman Sachs before moving into a technology sales role within the staffing industry. Moving to ChangePath bridged the gap of finance and technology. She enjoys working with independent advisers who are passionate about growing their business and helping the financial lives of their clients.

Brook earned her B.A. in Sociology from the University of Notre Dame, where she also played tennis and earned All-American honors. Unfortunately, she rarely plays anymore but her coworkers can find her doing workouts at her desk, which she takes a lot of heat for. She spent the last 5 years in Chicago before moving to the Kansas City area with her husband.

Cory LagerstromManaging Director, Strategic Business Development

Cory Lagerstrom

Managing Director, Strategic Business Development

Cory is a successful private investor and former retail advisor. He most recently shifted his own focus on private investments to ChangePath, a turnkey asset management platform integrating fixed indexed annuities into clients’ portfolios. Prior to developing ChangePath, Cory co-founded Frontier Wealth Management in 2007, where his forward approach to growth models, as well as merger and acquisition strategies, put the firm on the forefront of the industry. Cory earned his Juris Doctor (J.D.) and master’s in business administration (MBA) from the University of Kansas. Cory’s entrepreneurial savviness, work ethic and ability to form long-standing relationships are key factors to his success.

 

JP RankinChief Compliance Officer & Chief Operations Officer

JP Rankin

Chief Compliance Officer & Chief Operations Officer

JP Rankin joined ChangePath in 2018 as chief compliance officer and continues to grow and evolve in his role on the executive leadership team.

JP came to ChangePath from a wealth management firm, where he worked as an attorney. He was also previously employed by the Kansas Securities Commission. At the wealth management firm, he served as regulatory counsel and created and implemented a compliance program, and he worked with state and federal regulators on legal issues surrounding Investment Adviser Representatives (IARs) and Registered Investment Advisers (RIAs).

JP lives in Prairie Village with his wife, Melissa, a first-grade teacher at St. Ann’s Catholic School. He graduated from the University of Kansas School of Law and passed the Kansas bar exam in 2013.

Chelsea BroadnaxOperations & Transition Specialist

Chelsea Broadnax

Operations & Transition Specialist

Chelsea brings a range of experience to ChangePath. She previously worked in a client-facing wealth management firm and knows what employees need every day to feel secure in their choice of fiduciary. Her client services and operations command are integral to her role at ChangePath, where she focuses on onboarding advisers and making their transition to the platform as smooth — and as successful — as possible. She’s a critical thinker and a problem solver — hard-working, dedicated, and efficient.

Chelsea has extensive knowledge about procedures and guidelines for most of the bigger custodians in the industry; she knows the technology and platforms. All of her experience helps her ensure firms meet their transition deadlines when they’re switching to ChangePath. She does an excellent job of managing advisers’ expectations and experiences, and she’s dedicated to that mission. She believes it’s important to do things right the first time even if that means slowing down to pay attention to details. She believes in being transparent and honest with clients, too, and has faith that when you put your clients’ best interests first, things work out for the better. 

When she’s not at work, Chelsea enjoys spending time with her two little girls — there is never a dull moment with the family!

Tanner LawrenceAdviser Recruitment & Business Development

Tanner Lawrence

Adviser Recruitment & Business Development

Tanner joined ChangePath two years ago and handles sales relationships and business evaluation for the firm. He helps advisers, clients, and co-workers put together strategic plans for their business-related goals, contributing to their success on a day-to-day basis — and seeing their success is what gives him motivation and keeps him coming to work every day. Tanner is honest, hardworking, and detail-oriented, core values he developed as a young man in a small town, and those values (and that work ethic) make him an integral part of the ChangePath team.

Tanner earned his bachelor’s degree in Business Studies in finance from the Bloch School of Business at the University of Missouri–Kansas City. When he’s not at work, he enjoys spending time with his family, including his black lab, Nelli, golfing, fishing, or any other outdoors activity.

Sarah MlynekSenior Director of Annuity Service & Compliance

Sarah Mlynek

Senior Director of Annuity Service & Compliance

Building off 21 years of carrier and compliance experience, Sarah leads a team of specialists to ensure advisers are receiving top of the line service through exceptional case work and case management. She is abreast of all agent and regulatory issues and continually educates clients of potential issues, while implementing best practices with them. 

Alex McAndersonClient Service Manager

Alex McAnderson

Client Service Manager

As Client Service Manager of ChangePath, Alex provides the highest level of service and operational support to the advisers we work with. From custodial enquiries to client document workflows, Alex supports the overall process. Her focus is to ensure quality training and education so that each adviser has the tools they need to be successful.

No matter what industry, Alex has been in client service and customer support for over a decade. Her passion is to educate and serve others, while empowering them to be independent and confident in their practice. She puts a large emphasis on process and procedure, encouraging each adviser to implement a strategy that will be both efficient and effective.

A California native, she ended up in Kansas through a soccer scholarship at Baker University where she earned her B.A. in Media & Communications and a minor in Spanish. She has planted roots in Kansas with her husband and two beautiful sons. She devotes much of her spare time as the treasurer for a few local charities. Most notable, the RockChalk Roundball Classic, which is a charity that helps local families fighting pediatric cancer.

Ben AvisTrading & Adviser Services Specialist

Ben Avis

Trading & Adviser Services Specialist

A member of GeoWealth working on behalf of ChangePath, Ben plays a vital role managing operations and investment supervisory functions for the proprietary solution. He supervises advisor billing, trading, reporting and the technology behind ChangePath’s investment mix to provide advisors a competitive edge and enhance the user experience.

Ben has two decades of in-depth experience in multiple trading, portfolio accounting and billing systems. Prior to joining GeoWealth, he oversaw all proprietary technology at Eternity Capital. Additionally, Ben was COO at GlobalBridge Investments until 2014 where he was responsible for developing strategic plans to maximize efficiencies integral to the day-to-day operation that supported over $1B in AUM.

Ben’s vast industry experience allows him a wealth of knowledge he can draw from when working with Registered Investment Advisory firms, financial institutions and community banks. Ben earned his bachelor’s degree in finance from Iowa State University. He remains loyal to his alma mater and can be found attending Cyclone football and basketball games in his free time. He now resides in the Kansas City area with his wife and three children.

Robert KelloggInvestment Officer & Head of Case Design

Robert Kellogg

Investment Officer & Head of Case Design

Robert Kellogg joined ChangePath LLC in November of 2018 as the Head of Case Design and Financial Planning while also being part of the Investment Research Team. He oversees the development of financial plans for clients of the firm and the development of the Case Design process. He also takes part in monitoring and researching current investment managers on the platform.

Robert has worked in various roles since joining the financial industry. After a brief time as a Financial Representative with Northwestern Mutual, he moved on to become an Internal Sales Consultant for LaSalle Investment Management in Chicago, IL. During his time at LaSalle, he was responsible for raising capital for the firm’s first retail product. In 2015, Robert decided to make the move to Kansas City, MO, in order to be closer to his family, and he joined Ivy Investments as a Senior Internal Wholesaler.

For the last several years prior to joining ChangePath, he was an Associate Client Portfolio Manager for Nuance Investments, a boutique investment management firm located in Kansas City, MO. He was responsible for maintaining and developing the relationships with both current and prospective clients throughout the western half of the United States.

Over the years, Robert has had experience in both sales and analytical roles from an internal and external perspective. These roles have given him the knowledge and expertise that he uses daily to help clients find financial solutions that fit their overall needs and objectives. Robert received a B.A. in Economics from Northwestern University in Evanston, IL, where he was also a member of the university’s wrestling team. He obtained his CFA designation in 2018. During his spare time, Robert enjoys golfing and almost anything related to athletics. He also enjoys spending as much time as he can with his two young nephews in the Kansas City area.

Rebecca HavensCompliance Specialist

Rebecca Havens

Compliance Specialist

Rebecca Havens joined ChangePath in January 2019 as a Compliance Specialist. She works closely with the rest of the compliance staff to ensure the firm remains compliant with federal securities laws and assists with the implementation and coordination of compliance functions throughout the firm.

Rebecca has worked in various roles since joining the financial industry. After a brief time as a Financial Advisor with Ameriprise, she moved on to become a Compliance Officer with an Overland Park, KS based Broker-Dealer and Registered Investment Adviser. During her time there, she was responsible for overseeing both the corporate and individual securities and insurance licensing as well as administering the continuing education program. In addition to her licensing roles and her supervisory duties, she worked closely with the Chief Compliance Officer and legal department in responding to regulatory inquiries and customer complaints.

For the last several years, she has worked in a financial adviser’s office as a Customer Relationship Manager where she was responsible for overseeing the office staff, assisting customers with service needs and investment questions as well as helping to grow the practice.

Over the years, Rebecca has had experience in everything from operations, sales, compliance and supervision as well as assisting with adviser onboarding and transitions. All have provided valuable knowledge and experience which she uses daily at ChangePath. Rebecca has a bachelor’s degree from Kansas State University and when not working, spends her time with her husband and two children or indulging in riding her bike.

Meet Our Investment Research Team

Leverage the financial expertise of our investment committee

Dimitar HristovManaging Director
Geowealth

Ivo Ivanov, CFA, CIPMChief Investment Officer
GeoWealth

Alex Stewart, CFAVP, Portfolio Management | Head of Trading
GeoWealth

Robert KelloggInvestment Officer
& Head of Case Design
ChangePath

Meet Our Inspiring Leaders

Our leadership has nearly 150 years of industry experience between them.

Mike MillerPartner, President, CEO
CreativeOne

Lance SparksPartner, CreativeOne

Mark HeitzPartner, CreativeOne

Mike TripsesPartner, CreativeOne

Join the ChangePath Family

We take a consultative approach to each adviser and firm we work with. At the end of the day, we grow when you grow.

We will walk you through the process, support you every step of the way and help you grow your business. You won’t go through this alone. We will be there for you, because that’s just what a family does.

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