Clients come to Atwood & Palmer because they’re looking for an investment management firm they can believe in.

We, too, are looking to build client relationships based on mutual understanding, trust and respect. Because personal investments deserve that level of personal involvement and concern.

In 1990, Bill Atwood, together with Steve Palmer, co-founded Atwood & Palmer, Inc. Mr. Atwood’s nearly 60 years of investment experience represent expertise that’s indisputable and a reputation that’s far-reaching. He is the senior mentor and adviser to associates, and he remains the cornerstone that anchors the firm’s integrity and the touchstone of the firm’s culture and vision. Bill Atwood will always be the heart, soul and conscience of Atwood & Palmer.

Investment Counselors

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Steven N. Palmer

  • years of investment experience
  • Co-founded Atwood & Palmer, Inc. in 1990
  • Responsible for portfolio management, investment research and client service
  • Previously Senior Vice President in charge of the Investment Department at First National Bank of Kansas City

Mr. Palmer attended the University of Missouri-Columbia and earned his Bachelor of Science degree from Missouri Valley College. He received his Masters degree with distinction in Business Administration from Rockhurst University’s School of Management in the Executive Fellows Program. He has two children, enjoys golf and is a former Air Force pilot. He serves on the Boards of National Advisors Trust Company, and Tnemec Company, an industrial coatings company headquartered in K.C.

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Steven P. Franke

  • years of investment experience
  • Joined the firm in 1996
  • Responsible for equity and fixed income trading, portfolio management, investment research and client service

Mr. Franke earned a Bachelor of Science in Business Administration with an emphasis in Finance/Economics and Management from Rockhurst University. He has four children, likes to cook and enjoys skiing and traveling. He is a Board Member and Finance Chair of the Faith Love Hope Win (FHLW) Foundation.

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Spencer A. Jones, CFA®

  • years of investment experience
  • Joined the firm in 2004
  • Responsible for portfolio management, investment research and client service
  • Previously Asset Manager at UBS Financial Services in Kansas City

Mr. Jones earned a Bachelor of Business Administration from Southern Methodist University, and also earned his Chartered Financial Analyst designation (CFA). He has twin daughters and enjoys golf and hockey. He is the current Treasurer of the City of Mission Hills. He serves as a board member and Treasurer of Youth Ambassadors, an educational, not-for-profit work program designed to empower underserved youth in the Kansas City urban core areas.

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Peter J. Sowden, CFA®

  • years of investment experience
  • Joined the firm in 2006
  • Responsible for portfolio management, investment research and client service
  • Previously a partner at a local investment advisory firm in Overland Park, KS

Mr. Sowden earned a Bachelor of Business Administration from Miami University, Oxford, Ohio. He has earned the Chartered Financial Analyst designation (CFA). He has three children and enjoys tennis, hockey and golf. He serves on the MFC Scholarship Board.

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William N. Palmer

  • years of investment experience
  • Joined the firm in 2007
  • Responsible for portfolio management, investment research and trading execution
  • Previously a Wealth Management Analyst at Morgan Stanley in Denver, CO

Mr. Palmer earned a Bachelor of Science in Business Administration in both Finance and Economics from the University of Denver and a Masters of Business Administration from the Olin Business School at Washington University in St. Louis. He coaches youth hockey and enjoys traveling, golf, tennis and hockey.

Operations

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Teresa L. Burch

  • years experience in the investment counseling industry
  • Joined the firm in 2004
  • Responsible for compliance, client servicing and operations

Mrs. Burch earned a Bachelor of Science in Finance from Park University. She has also earned a Masters degree in Information Systems Management from Keller Graduate School in 2007. She has three children, one grandchild and enjoys reading, basketball and football.

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Rachel L. Galvin

  • years experience in the investment counseling industry
  • Joined the firm in 1995
  • Responsible for client servicing and operations

Mrs. Galvin has two daughters and leads a church youth group for girls.

“We help people make decisions that affect every aspect of their families’ lives.”

Atwood & Palmer, Inc.

Contact:
4520 MADISON AVE, SUITE 200,
KANSAS CITY, MO 64111 Map It
P: 816.931.2266    F: 816.931.0864

To contact us, please email invest@atwoodpalmer.com