Wendy Prestwood, CMFC, CRPC

Wendy@prestwoodfinancial.com

913-469-8800

Wendy Prestwood and her husband Mark opened Prestwood Financial Group in 2007 because she saw a need for a financial services group that stood for integrity and insightful investment options. Wendy became a financial advisor in order to serve clients with the utmost sophistication and creativity. Developing and implementing personalized financial plans for her clients is a top priority at Prestwood Financial Group.

Wendy was recently nominated to the University of Kansas Medical Center Research Institute Board of Directors. The University of Kansas Medical Center Research Institute, Inc. is a private, not-for-profit 501(c)(3) corporation established to promote and support medical research and faculty invention disclosures. Established by the University of Kansas Medical Center in 1992, the Research Institute administers federally-funded and privately-funded research projects and Clinical Trials within the University of Kansas Medical Center with a major objective of enhancing the research capability of the University of Kansas Medical Center faculty for the benefit of the public.

Wendy is highly involved with her three children and their activities. Her oldest son Jordan also works with her at Prestwood Financial Group as an advisor. Wendy loves to be active and especially enjoys a round of golf whenever possible. As a “foodie”, she loves sharing her culinary creations with friends and family. Traveling to new destinations, near and far, is one of Wendy’s favorite things to do.

An Interview With Wendy

Mark Prestwood, CMFC, CRPC

Mark@prestwoodfinancial.com

913-469-8800

Mark Prestwood decided to become a financial advisor after discovering a growing need in the retirement market for professionals that provide a sophisticated analysis and planning for individuals and families. Previously a small business owner, Mark took the opportunity in 2007 to open Prestwood Financial Group with his wife Wendy. He appreciates clients that are willing and eager to learn from his experience. The ability to plan and educate his clients on both opportunity and risk for major decisions is what makes the job so worthwhile.

When not working, Mark prefers to spend time relaxing with his wife and kids. He hits the gym whenever he can to maintain a healthy lifestyle. Mark and his family enjoy outdoor activities such as hiking, bike riding or walking their two dogs. He provides comic relief to his wife during the occasional round of golf.

Shelli Buffington, CMFC, CRPC

Shelli@prestwoodfinancial.com

913-469-8800

Shelli Buffington has been with Prestwood Financial group since 2007 when it was first founded by Wendy and Mark Prestwood. Shelli's greatest asset as a financial advisor is her genuine care and concern for each and every one of her clients, carefully listening to their goals and aspirations. She is committed to helping them realize those goals through creative and thoughtful planning.

In her free time, Shelli enjoys running, riding her road bike with her husband, Gavin, and spending time with her adult children, Trey and Josh.

Sheri Birdsell, CMFC, CRPC

Sheri@prestwoodfinancial.com

913-469-8800

Sheri Birdsell became a financial advisor by following her passion for helping teachers and professors plan for a financially stable retirement. She values being able to educate her clients on their investment options. Designing innovative solutions is of the utmost importance. Her career with Prestwood Financial Group since 2007 has allowed her the flexibility to remain as dedicated to her children as she is to her clients.

Sheri enjoys outdoor activities such as hiking, biking, playing tennis, and jogging. She also likes taking trips with her husband and spending time with her three kids. Spiritual activities and volunteer work in the community are especially important to her.

Jordan Brown

Jordan@prestwoodfinancial.com

913-469-8800

Jordan has been with Prestwood Financial Group since 2011. He focuses on financial planning and working with educators and healthcare professionals to help them make educated decisions with their assets to give them financial confidence and reach their goals. Jordan believes every family is unique and he gets to know his clients and help them identify their priorities and goals and together they implement a financial plan using simple and complex software and calculations combined with various investment vehicles. He then meets with his clients on a regular basis to track their progress and update their plan with any changes. Jordan believes in more than just saving for retirement, but rather planning for goals on the journey through life.

Jordan enjoys spending time with his wife and three children. He also coaches his son's baseball and basketball teams. When the weather permits, he loves riding his bike and playing with his kids outside.

Shelbie Montalbano

Shelbie@prestwoodfinancial.com

913-469-8800

Customer service and the drive to keep our clients happy is something that Shelbie has always had a passion for. She loves the behind the scenes work that goes into making positive changes for the client. Shelbie looks forward to growing professionally by gaining more knowledge and experience in the financial industry. In her free time, she enjoys watching horror movies, attending ghost tours, and spending time with her fiancé, three year old son, and two wiener dogs.

Jennifer Schneider

Jennifer@prestwoodfinancial.com

913-469-8800

Jenny enjoys the great atmosphere at Prestwood Financial Group. Along with supporting the Advisory team, her focus is on providing the upmost in service to clients. With her attention to detail and caring manner, she is the perfect addition to our group. Jenny values going above and beyond for both the client and her team and she sees herself with Prestwood Financial for the long run. In her spare time, she enjoys attending softball tournaments with her daughter, hiking, and running marathons.