Our team combines decades of investment experience with a deeply personal commitment to the families we serve. In an industry defined by turnover, the longevity of our team offers the stable, multi-decade partnerships required to manage true generational wealth.
Bill's legacy endures in everything we do. If it's possible to distill a man of Bill's accomplishments and stature down to a single word, family is the one — and we know he'd approve. Family was at the heart of every action Bill took on behalf of his clients. He understood that our clients were planning for a future not just for themselves, but for spouses, children, and grandchildren. This keen insight laid the philosophical foundation that still guides us today. We carry his legacy forward with a smile, unwavering professionalism, and a belief that the financial freedom to enjoy life with family and friends is the greatest reward.
With over five decades of experience in wealth management, Steve has dedicated his career to helping families achieve their multi-generational goals. Since co-founding Atwood & Palmer in 1990, he has applied a long-term perspective to preserving and growing family legacies. Formerly the Senior Vice President and head of the Investment Department at First National Bank of Kansas City Trust Department, Steve brings institutional depth and sophistication to our boutique environment. Steve earned his B.S. from Missouri Valley College and holds an MBA with distinction from Rockhurst University's Executive Fellows Program. A pillar of the Kansas City philanthropic community, he has served on many corporate and charitable boards, including National Advisors Trust Company, Tnemec Corp., The Jack and Helyn Miller Foundation, the Melcher Family Foundation, Wayside Waifs, Diocese of West Missouri, St. Paul's Episcopal Church & Day School, Bishop Spencer Place, and others. A former USAF pilot, Steve enjoys golf, reading, and traveling, but is most at home spending time with his family.
Steve joined Atwood & Palmer in 1996, bringing a comprehensive approach to the stewardship of family wealth. With 30 years of investment experience, he offers clients the continuity and technical expertise essential for multi-generational wealth management. Steve earned his degree in Finance and Economics from Rockhurst University and remains a dedicated leader in the Kansas City community, currently serving as the Finance Chair of the Faith Love Hope Win (FLHW) Foundation and as the past Chair of the Investment Committee for the Archdiocese of Kansas City in Kansas. Steve and his wife, Jennifer, have two daughters and two sons. Outside the office, he enjoys skiing, cooking, and traveling with his family.
Spencer joined Atwood & Palmer in 2004, bringing a disciplined approach to the stewardship of family wealth. As a CFA charterholder, he specializes in crafting sophisticated investment and financial strategies tailored to the unique goals of high-net-worth families. A graduate of Southern Methodist University, Spencer balances professional rigor with a deep commitment to civic duty, having served as the City of Mission Hills Treasurer for 15 years. Spencer and his wife, Jenni, are the parents of twin daughters. Outside the office, he enjoys golfing, watching hockey, and playing bridge.
Peter joined Atwood & Palmer in 2006, bringing a comprehensive approach to the stewardship of family wealth. As a CFA charterholder, he focuses on designing enduring, research-driven financial strategies tailored to the long-term objectives of our families and foundations. Peter graduated from Miami University (Oxford, Ohio) and remains a dedicated advocate for the Kansas City community, having served on the Board of Directors for the Rose Brooks Center from 2008 to 2025. Peter and his wife, Lindsay, have one daughter and two sons. Outside the office, he enjoys golf, pickleball, and hockey.
Evan joined Atwood & Palmer in 2024, bringing a background in institutional research and portfolio management from his time at TortoiseEcofin and Duff & Phelps. As a CFA charterholder and Certified Private Wealth Advisor® (CPWA®) designee, he brings a layer of analytical strength and advanced wealth planning expertise to high-net-worth individuals and families. Evan earned his degree with honors from TCU's Neeley School of Business and continues the firm's tradition of philanthropic leadership, currently serving as the Treasurer of the Rose Brooks Center. Evan has two children and enjoys basketball, golf, and traveling.
Matthew joined the firm in 2025 after serving as an associate financial planner at Creative Planning. With a focused background in finance and business analytics, he brings a data-driven perspective to our process. A graduate of the University of Kansas School of Business Honors Program, Matthew is part of the next generation of stewardship at Atwood & Palmer. Outside the office, he enjoys basketball, tennis, cooking, and traveling.
Teresa joined Atwood & Palmer in 2004 and serves as the cornerstone of our firm's regulatory and operational integrity. She is responsible for the oversight of portfolio administration and compliance, ensuring that the discretion and transparency defining our practice are upheld to the highest standard. She brings decades of experience and a genuine passion for keeping the firm running at its best – ensuring that everyone who works with Atwood & Palmer receives the care and attention they deserve. Teresa earned a business degree from Park University and a Master’s Degree from DeVry University. Teresa and her husband Mike have three children and three grandchildren. Outside the office, she enjoys family time and working with Special Olympics.
Rachel joined Atwood & Palmer in 1995 and stands as one of the firm's longest-tenured team members. With over three decades of experience, she is a living embodiment of the generational partnerships we build, having cultivated relationships with our clients and their families that span multiple decades. Rachel provides the concierge level of service that defines the Atwood & Palmer experience. Rachel and her husband Keith's growing family includes their twin daughters, two sons-in-law, and one granddaughter.
Jamie joined Atwood & Palmer in 2017, bringing a high level of precision and seamless execution to our client service and operations. Formerly at Charles Schwab, he combines institutional knowledge with a boutique, high-touch approach to ensure our reporting and special projects meet the sophisticated needs of the families we serve. Jamie graduated with a bachelor's degree in finance from UMKC and a master's degree in management from Baker University. Jamie and his wife Kelly have two children. Outside the office, he enjoys concerts, hiking, and traveling with his family.