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 Team
Matt Gazaway
CERTIFIED FINANCIAL PLANNER®
Wealth Advisor | Partner
(913) 276-7113
Matt is a Certified Financial Planner™ professional and Co-Founder of BridgeQuest Wealth Strategies in 2016. His primary focus is strategic investment planning for individuals and families in or nearing a transition point…
More About Matt
Matt is a Certified Financial Planner™ professional and Co-Founder of BridgeQuest Wealth Strategies in 2016. His primary focus is strategic investment planning for individuals and families in or 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.
Matt enjoys spending quality time with his wife Tara and their two teenage daughters. They all love to travel, eat adventurously, and of course, root on their beloved Chiefs & Royals. 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, the Hope Family Care Center in Kansas City, MO. He is also co-founder and a leader of Christ Preparatory Academy Father’s Club chapter.
Greg Dillard
CERTIFIED FINANCIAL PLANNER®
Wealth Advisor | Partner
(913) 276-7112
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.
Stephanie Whitehill
Client Services Director
“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..
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. When they aren’t watching their kids on the soccer fields or volleyball courts, you can almost always find them tackling a home renovation project.
Ying Manaying
Client Services Associate
Ying has over 20 plus years’ experience in the Financial Industry. She’s held a role as a Client Services Associate the last 10 of those years and is excited to join the BridgeQuest Team!
More About Ying
Ying has over 20 plus years’ experience in the Financial Industry. She’s held a role as a Client Services Associate the last 10 of those years and is excited to join the BridgeQuest Team! Ying will be the first friendly face you connect with when you visit or call our office. In her role, you’ll experience her most often in appointment scheduling, client event planning and communication. Ying will work closely with all team members to help create the best client experience at BridgeQuest. Please feel free to reach out with any questions or concerns you may have; she is here to help and looks forward to getting to know all our clients on a personal level as well. And being from a small town, she knows that the extra touch of grace and kindness goes a long way.
On the personal front, she loves to spend time with her kids, Christian, Mila, and the newest apple of her eye, her granddaughter, Carina. Her family is the most important thing in her life and every moment with them is never taken for granted. Outside of her kids, she loves three things in life…good food, a good drumline, and a good Hail Mary!
Eva Gazaway
Client Services Assistant
As Client Services Assistant, Eva’s primary focus is supporting BridgeQuest’s marketing communication. Eva compiles and posts on the BridgeQuest social media channels and is responsible for creating and distributing monthly client newsletters.
More About Eva
As Client Services Assistant, Eva’s primary focus is supporting BridgeQuest’s marketing communication. Eva compiles and posts on the BridgeQuest social media channels and is responsible for creating and distributing monthly client newsletters.
Eva attends Colorado Christian University where she is studying business and communications. On the weekends you can often find her on a new Colorado adventure—hiking, skiing, or just hanging out with friends in the mountains!
She also enjoys running, baking, bible studies, and visiting new places with her friends and family.
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.
Check the background of your financial professional on FINRA's BrokerCheck.
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.
The Financial Advisor(s) associated with this website may discuss and/or transact business only with residents of states which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state. Please check Broker Check for a list of current registrations.
Information presented on this site is for informational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any product or security.
Form CRS
© BridgeQuest Wealth Strategies • Designed by Square Peg Marketing & Branding LLC