Buttonwood Financial Group
3013 Main St. Kansas City, MO 64108
Phone: 816-285-9000 • fax: 816-285-9001 • 800-448-9093

Jon McGraw, President
816-285-9002

• Develops initial and reviews subsequent portfolio strategies based on market changes, changes in individual objectives and personal investment goals for clients
• Monitors macro-economic indicators and markets for potential trends that may impact client investments
• Coordinates Tax Planning efforts and managing Banking & Debt Liabilities
• Develops gifting and charitable giving plans during lifetime
• Assists executing Estate Plan desires, implementing basics wills, durable powers of attorney, titling of assets, choosing trustees & executors, business succession and a distribution plan for spouse & decedents or charitable giving at death

Vincent Pastorino, Senior Vice-President
816-285-9012

• Develops initial and review subsequent portfolio strategies based on market changes, changes in individual objectives and personal investment goals for clients
• Monitors accounts, mutual funds and other investments, including Qualified or Retirement Accounts
• Leads the research strategies covering Alternative Investments, Variable Annuities, 529 Plans and Insurance, including Life, Disability, Long Term Care, etc.

Wendy McGraw, Office Manager
816-285-9005

• Maintains functionality of the office by overseeing the business operations
• Supervises larger-scale client communication, marketing and other special projects

Bill Ryan, Operations Manager
816-285-9004

• Coordinates, organizes, and updates account paperwork  
• Oversees all account /assets transfers and deposits/withdrawals from accounts
• Executes investment transactions as directed by clients and advisors

Linda Koschmann, Executive Assistant
816-285-9003

• Manages calendar events and meetings for clients and industry representatives with the Buttonwood team members
• Interacts with the press and public on behalf of Buttonwood Financial Group, LLC
• Facilitates client events and programs