Stability through long-standing relationships

One of the most common and rewarding comments we receive is that our clients see us as an extension of their family. It means they know we always have their best interest at heart. Transparency and discretion are the hallmarks of Atwood and Palmer. It’s the only way we know how to build trust to build our generational client relationships.

Founders


William Atwood

Steven N. Palmer

Steven N. Palmer

  • 48 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.

Steve has served on numerous charitable and religious boards in the Kansas City area and currently serves on several boards of directors, including: National Advisors Trust Company, TNEMEC Company, and The Jack and Helyn Miller Foundation.

Away from the office, Steve likes spending time with his family, especially his grandchildren. He also enjoys golf, travel, and is a former pilot in the United States Air Force.

Counselors


Steven P. Franke

Spencer A. Jones, CFA®

Peter J. Sowden, CFA®

William N. Palmer

Steven P. Franke

  • 23 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, enjoys skiing, traveling and spending time with family. He currently is a Board Member and Finance Chair of the Faith Love Hope Win (FHLW) Foundation and is a member of the Finance Council and Investment Committee of the Archdiocese of Kansas City In Kansas and he has served as a board member of various local charitable and not-for-profit organizations.

Spencer A. Jones, CFA®

  • 23 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 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 has served as a board member of various local charitable and not-for-profit organizations.

Peter J. Sowden, CFA®

  • 15 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.

William N. Palmer

  • 12 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 Master of Business Administration from the Olin Business School at Washington University in St. Louis. He has one son and enjoys traveling, golf, skiing, and hockey.

Steven P. Franke

Steven P. Franke

  • 23 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, enjoys skiing, traveling and spending time with family. He currently is a Board Member and Finance Chair of the Faith Love Hope Win (FHLW) Foundation and is a member of the Finance Council and Investment Committee of the Archdiocese of Kansas City In Kansas and he has served as a board member of various local charitable and not-for-profit organizations.

Spencer A. Jones, CFA®

Spencer A. Jones, CFA®

  • 23 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 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 has served as a board member of various local charitable and not-for-profit organizations.

Peter J. Sowden, CFA®

Peter J. Sowden, CFA®

  • 15 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 has served as a board member of various local charitable and not-for-profit organizations and currently serves on the MFC Scholarship Board.

William N. Palmer

William N. Palmer

  • 12 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 Master of Business Administration from the Olin Business School at Washington University in St. Louis. He has one son and enjoys traveling, golf, skiing, and hockey.

Operations


Teresa L. Burch

Rachel L. Galvin

Jamie M. Montgomery

Teresa L. Burch

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

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

Rachel L. Galvin

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

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

Jamie Montgomery

  • 13 years of experience in the investment counseling industry
  • Joined the firm in 2017
  • Responsible for client service, operations and special projects
  • Previously a content developer at Charles Schwab

Mr. Montgomery earned a Bachelor of Arts in Business Administration with an emphasis in Finance/Economics from the University of Missouri – Kansas City. He also earned a Master of Science degree in Management from Baker University. He has two children and enjoys running, hiking, camping and listening to live music.

Teresa L. Burch

Teresa L. Burch

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

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

Rachel L. Galvin

Rachel L. Galvin

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

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

Jamie M. Montgomery

Jamie Montgomery

  • 13 years of experience in the investment counseling industry
  • Joined the firm in 2017
  • Responsible for client service, operations and special projects
  • Previously a content developer at Charles Schwab

Mr. Montgomery earned a Bachelor of Arts in Business Administration with an emphasis in Finance/Economics from the University of Missouri – Kansas City. He also earned a Master of Science degree in Management from Baker University. He has two children and enjoys running, hiking, camping and listening to live music.