Hi! We are Quantum Financial Partners
We prioritize managing and mitigating downside risk in today’s volatile and unpredictable markets.
At Quantum Financial Partners, we prioritize aligning our interests with yours. Since our founding in 2003 as Heritage Private Capital by Jeffrey White and Kenrick Moore in Leawood, KS, our mission has been clear: to empower investors with strategies designed to maximize returns, minimize fees, and deliver exceptional care.
From the beginning, we have embraced an open architecture approach, ensuring every client receives personalized solutions tailored to their unique needs. In 2005, our firm evolved into Quantum Financial Partners, LLC, reflecting our commitment to innovation and growth.
Today, we proudly operate from offices in Leewood, KS, and Omaha, NE, continuing to provide the highest level of expertise and care to every client we serve.
The Quantum Paradox
Our experience will help you create wealth
What’s behind the name “Quantum”? The word itself is a fascinating paradox. Derived from the Latin word for “amount,” it refers to the smallest possible discrete unit of any physical property, such as energy or matter.
In everyday language, however, “quantum” often signifies something “large” or “sudden and significant,” as in the phrase “a quantum leap.”
So, is it big or small?
In practice, it’s both. At Quantum Financial Partners, we aim to grow and achieve great things. While a quantum leap in assets is every client’s goal, long-term investment success depends on consistently executing the small, fundamental elements that matter most:
- Setting clear expectations
- Clarifying what “risk” means to each client
- Applying expert portfolio construction while remaining flexible to adjust when markets demand
- Developing a tailored communication schedule to meet each client’s unique needs
- Respecting the tax implications of investment decisions
Industry's leading experts
A team that can change your future!
With over 106 years of combined experience, the leadership team at Quantum Financial Partners brings unparalleled expertise across all areas of the financial industry. From large banks and broker-dealers to boutique firms and insurance companies, we’ve navigated diverse and evolving financial landscapes.
Jeffrey A. White
Managing Partner | Investment Advisor Representative
Kenrick H. Moore
Partner | Portfolio Manager | Investment Advisor Representative
Adam L. Musfeldt
Managing Partner | Investment Advisor Representative
David Baumann
Partner | Investment Advisor Representative
Brett Renner
Investment Advisor Representative
Nick Rossin
Partner | Investment Advisor Representative
Carri Underwood
Office Manager | Client Associate
Erin Juliff
Office Manager | Client Associate
By focusing on protecting our clients’ assets, we strive to deliver consistent, long-term performance that surpasses the majority of investment advisors.