About Us
You know what they say: Two heads are better than one. That goes double when those heads work to bring you advice based on your personal goals.
That’s really the heart of the BridgeQuest story. We started this firm as a declaration of independence—believing people deserve the best financial solutions for their situations, not recommendations driven by ties to a certain company or investment offering.
Meet the BridgeQuest Leadership Team
Matt Gazaway
Wealth Advisor | Partner
Matt is a Certified Financial Planner™ professional and Co-Founder of BridgeQuest Wealth Strategies. His primary focus is strategic investment planning for individuals and families nearing a transition point. He thrives on…
More About Matt
Matt is a Certified Financial Planner™ professional and Co-Founder of BridgeQuest Wealth Strategies. His primary focus is strategic investment planning for individuals and families nearing a transition point in their lives. He thrives on connecting, strategizing, and formulating a customized solution for each client.
Growing up in Marshalltown, Iowa, Matt learned at an early age what it meant to serve people in an extraordinary way by watching his dad do that for clients. Matt memorized and compiled player statistics from his sports card collection for hours on end, not realizing this was the beginning of his investment planning career.
Matt was able to escape the Iowa winters after high school, receiving his Economics and Business degree from Westmont College in Santa Barbara, CA where he was also co-captain of the basketball team. After six years of working with small businesses in the sports marketing world, Matt spent 14 years at a large retirement services company here in Kansas City guiding individuals and families as a financial advisor.
As a CFP® practitioner, Matt is committed to upholding his fiduciary responsibility to do what is in the best interest of his clients.
Matt enjoys spending time with his wife Tara and their two daughters. You can often find them out at Kaufmann rooting on their beloved Royals and of course keeping scorebook at the game. Matt loves being active in his daughters’ lives as a Watchdog leader in their school and their coach in Upward basketball. Matt is also involved in numerous causes that make a difference in Kansas City and beyond. He is a past board member of the greater Kansas City Financial Planning Association and the Hope Family Care Clinic in Kansas City, MO. He is also an active leader at Heartland Community Church and with Children’s Covenant Homes of India.
Greg Dillard
Wealth Advisor | Partner
Greg is a Certified Financial Planner™ professional and Co-Founder of BridgeQuest Wealth Strategies. He strives to ensure that clients gain clarity and focus in the financial planning process. Clients appreciate his…
More About Greg
Greg is a Certified Financial Planner™ professional and Co-Founder of BridgeQuest Wealth Strategies. He strives to ensure that clients gain clarity and focus in the financial planning process. Clients can appreciate his ability to distill down his in-depth analysis into an understandable game plan.
Growing up on the family farm in southern Missouri, Greg learned both the value of hard work and challenge of running a multi-generational family business. After receiving his Bachelor’s degree from Missouri Southern State University, Greg moved to Kansas City, spending several years in marketing & business development before becoming a Financial Advisor. He then spent the next 10 years with a large retirement services firm, helping many individuals and families plan for their future as well as working with large group retirement plans.
Greg’s focus is on helping clients develop their planning strategy while organizing and simplifying their financial life.
In contrast to his love of spreadsheets and numbers, Greg has a deep passion for the outdoors, especially the mountains where he enjoys biking, backpacking and climbing (a difficult pastime for someone living in Kansas!). Around KC, Greg loves finding new restaurants with his “foodie” wife, Myndi. Together, they love spending time with their kids and raising them to: be strong, be kind, and have good taste in music. He’s also active with volunteer work with Special Olympics Kansas.
Stephanie Whitehill
Client Services Director
As Client Services Director, Steph keeps our client experience running smoothly. Steph guides new clients through the onboarding process as well as being the main point-of-contact for account-related needs, transactions…
More About Stephanie
“Who you gonna call? …Steph Whitehill!” All jokes aside, as Client Services Director, Steph keeps our client experience running smoothly. She guides new clients through the onboarding process and serves as the main point-of-contact for account-related needs and changes.
Additionally, Steph can assist our career changing clients through benefits analysis, using her knowledge of insurance and the complexities of Medicare to help make the decision-making process seem a little less complicated.
Steph and her husband, Alex, share three children – Olivia, Ava, and Mack. When they aren’t at soccer fields or kids’ events, you can almost always find them tackling a home renovation project. They also enjoy neighborhood get-togethers, the occasional night out, and all things football.
Our Story
About What We Do & How We Got Here
We help individuals and families use their money to pursue what they want in life. In most cases, our clients are preparing for or involved in a major transition: retirement, changing careers, inheritance, or caring for aging parents.
As for the nitty gritty, we develop, implement and monitor deeply personal plans and paths that determine how we manage our clients’ assets. We draw on experience, best practices and meticulous research,
particularly in the areas of investments and risk management. Our custom approach keeps you at the center, always. We offer independent guidance that suits you and tailor plans around your goals.
Personal? Absolutely.
Holistic? Certainly.
Refreshing? Definitely.
Our Story
About What We Do & How We Got Here
We help individuals and families use their money to pursue what they want in life. In most cases, our clients are preparing for or involved in a major transition: retirement, changing careers, inheritance, or caring for aging parents.
As for the nitty gritty, we develop, implement and monitor deeply personal plans and paths that determine how we manage our clients’ assets. We draw on experience, best practices and meticulous research, particularly in the areas of investments and risk management. Our custom approach keeps you at the center, always. We offer independent guidance that suits you and tailor plans around your goals.
Personal? Absolutely.
Holistic? Certainly.
Refreshing? Definitely.
OUR QUEST TO SERVE
THE BRIDGEQUEST PHILOSOPHY
Mind if we get a little personal here?
It’s only appropriate, because the only way to effectively manage wealth is through a holistic, deeply personal financial planning process. You could say that’s one of our strongest beliefs. It’s certainly not the only one…
Mission
To inspire vision and clarity with a deeply personal plan that guides how our clients utilize their wealth.
Values
We believe our clients should know exactly how we are paid and what they are paying. Transparency is big here. When money is involved, there should be no mysteries.
We believe clients going through big transitions in their lives can benefit greatly from the experiences of others. And we’ll do what we can to serve as a “bridge” between them. (See what we did there?)
We believe financial professionals often overwhelm their clients with too much information–neglecting engagement and teaching through experience. We’ll give you the right amount of everything.
Vision
We’re big believers in teamwork, so you have both principals involved in your planning.
We believe the Royals will win the pennant every year. (Hey, we can dream, can’t we?)
What Makes us Different?
OUR PLANNING
We listen. Itently. Your first meeting with us will be thought-provoking. That’s by design. We’ll ask questions that get to the heart of your financial freedom. We want to understand your hopes and fears and how we can connect your assets to your purpose.
This allows us to create customized investment solutions based on each individual’s unique situation.
OUR PEOPLE
We’re not the only ones capable of giving advice. We put our clients in touch with professionals and others with similar life experiences-building a sense of community and support beyond the financial.
OUR PROCESS
It all starts with understanding who you are and what really matters to you.
We follow a defined planning process based on CFP(®) Financial Planning Practice Standards, utilizing sophisticated analysis software and leveraging our experience working with clients in transition.
Let Us Be Your Guide
At BridgeQuest Wealth Strategies, we specialize in helping clients navigate significant career transitions. We have a proven process that helps you understand all the different aspects of your transition. We'll help you figure out what's most important to you and develop a plan to make your transition as smooth as possible.
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Securities and advisory services offered through Commonwealth Financial Network®, Member FINRA/SIPC, a Registered Investment Adviser. Fixed insurance products and services are separate from and not offered through Commonwealth Financial Network.
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