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Omaha: (402) 614-4050 | Overland Park: (913) 538-5753

The QFP Team

Joel A. Jacobs

Joel Jacobs | Managing Partner

Joel Jacobs was raised in the small western Nebraska town of Mullen.  He then attended the University of Nebraska at Kearney from which he received his Bachelor of Science in Multimedia with a minor in Visual Communications.  Also, during college he played football for the UNK Lopers and received a number of accolades for his performance. In 2004, Joel signed a free agent contract with the NFL where he was under contract through 2006 with such teams as the NFL Europe’s Amsterdam Admirals and Berlin Thunder and the NFL’s St. Louis Rams and New England Patriots.

 

Before Mr. Jacobs started managing other people’s investments he passed the Series 7 and Series 66 securities exams.  Mr. Jacobs started his financial career in 2008 initially with Wachovia Securities and subsequently with Wells Fargo Advisors, LLC. Mr. Jacobs joined Quantum Financial Partners, LLC, in early 2015.

 

Mr. Jacobs specializes in portfolio risk management and provides wealth management services to non-profit organizations, institutions and high net worth individuals.  Mr. Jacobs applies his creative skills and background toward outside the box investment planning and risk management.  Mr. Jacobs spends a large amount of his time studying alternative investment strategies.

 

Mr. Jacobs resides in Omaha, Nebraska with his wife, Megan, and their three children. In his spare time, he enjoys golf, watching college and NFL sports, and participating in outdoor activities.

Jeffrey A. White

Jeff White | Managing Partner

 

Born in 1974, he was raised in Vienna, Virginia and received his BS from Kansas State University in 1997. Mr. White entered the financial markets in 1997 when he joined Cambridge Investment Research Advisors, Inc., an RIA firm as investment advisor representative. Since such time Mr. White has spent three years with Brookstone Securities Inc. and with Prudential Financial as a financial consultant.

 

Jeff provides asset management and financial planning for individual clients, as well as small to mid-sized corporations.

 

He resides in Overland Park Kansas with his wife, Lindsay, and their four children.

Kenrick H. Moore

Kenrick Moore | Managing Partner

Kenrick Moore is the Portfolio Manager for Quantum Financial Partners, LLC.

 

Born in 1958; he was raised in Kirksville, Missouri, and attended North East Missouri State University from 1976-1980.

 

His fascination with the financial markets became a profession in 2000 when he joined Prudential Securities as a Registered Representative. In 2003, Mr. Moore co-founded what is now Quantum Financial Partners LLC, a Registered Investment Advisor based in Overland Park, Kansas.

 

He resides in Lenexa, Kansas, with his wife Leslie and their three sons. His diversions include golf, board games, wood working, art, and watching his sons’ sporting endeavors.

David Baumann

David Baumann - Senior Vice President | Wealth Strategies

David Baumann is a Financial Advisor at Quantum Financial Partners, LLC. David has been in the industry since 2006 and has a passion for helping people understand the importance of holistic planning involving investments, insurance and tax strategies. David enjoys working with business owners, sales people, medical specialists and family farms. As an advisor, it is important to truly understand what a person’s goals are prior to identifying a strategy to help achieve those goals. Investment tools and resources are constantly changing and it is important to be aware of new strategies that could compliment or enhance an existing portfolio.

 

David grew up on a farm in Sutton, Nebraska. He received his degree in Business Administration from the University of Nebraska, Lincoln. David is married to Jennifer, his wife of 23 years, and they have two daughters, Lynlee and Elise.

Adam L. Musfeldt

Adam L. Musfeldt - Chief Compliance Officer | Senior Vice President

Adam serves as a Financial Advisor and Wealth Strategist for Quantum Financial Partners, LLC.  Since 2011, Adam developed multiple avenues of experience, both as an advisor for clients looking for help to build a solid future and as a consultant for self-directed investors looking to learn on their own.  During this time, he has built a passion helping all investors, an affinity for the markets, and a true understanding of what clients want to accomplish with their wealth.  With his client first mentality, Adam believes that building long lasting relationships along with a true understanding of his clients’ goals is the key factor in his clients’ continued success.

 

Adam specializes in derivatives and how they can maximize return and control of clients wealth. Because of the efficiencies and dynamics of the markets, many investors believe they have little to no control over what happens to their investments.  Adam truly understands that there are opportunities in bull and bear markets.  Clients also often believe the more complex the situation, the less options they have. Adam knows this is the opposite, and he truly believes in an investment strategy that goes beyond the simple equity and fixed income markets.  Adam wants to offer his clients more control in achieving return while maximizing there tax efficiencies to make sure they achieve the risk-adjusted return that they desire.

 

Adam was born and raised in Omaha, NE, where he continues to reside today.  He is a proud Veteran of the United States Army, but most proud of his Wife, Alicia, and daughters Kylie and Zoe.

Brett Renner

Alternative Strategies Specialist

As a Financial Advisor, Brett focuses on building relationships while understanding his clients’ goals and needs. He strives to provide his clients with a comprehensive range of advice from insurance coverage, to specific savings and investment growth goals, ultimately making sure his clients and their families are financially independent and secure.

 

Brett studied finance at the University of Nebraska-Lincoln. Prior to becoming a financial advisor, Brett managed private country clubs.  Seventeen years of experience managing some of Nebraska’s premier country clubs, such as Lincoln Country Club, Hillcrest Country Club and Omaha Country Club, gave Brett  extensive experience building relationships and proactively anticipating the needs of his clients. Brett’s career in financial management began in 2011 with Edward Jones before joining forces with Quantum financial services.

 

As a lifelong Nebraska Native, Brett grew up in Plattsmouth, then lived in Lincoln for 20 years before settling in Omaha in 2010. Brett’s hobbies include spending time with family and friends, enjoying the outdoors, boating, cooking and traveling.

Omaha Office:

14301 FNB Parkway, Suite 204

Omaha, NE 68154

Phone 402 614 4050

Fax 402 556 7373

Overland Park Office

11020 Oakmont Suite 100

Overland Park Kansas 66210

(913) 538-5753

Fax (913) 538-5281

 

©2016 Quantum Financial Partners, LLC. All rights reserved.

Omaha Office:

14301 FNB Parkway, Suite 100

Omaha, NE 68154

Phone 402 614 4050

Fax 402 556 7373

 

Overland Park Office

11020 Oakmont Suite 100

Overland Park Kansas 66210

(913) 538-5753

Fax (913) 538-5281

info@qfp-llc.com