We work collaboratively as a team with our clients – there’s no assigning clients to an advisor. We lean on each others’ strengths and knowledge to bring a well-rounded approach to working with our clients while delivering an exceptional client experience.
Brian R. Brush, MBA, CFP® | Principal and Wealth Advisor
Brian is a native of the Kansas City area and currently lives in Leawood. Brian and his wife Christine have three kids ages 10, 8, and 4 and spend most of their free time shuttling around between various sports, piano, and dance lessons. When there’s a break in the activities, Brian enjoys traveling (both with and without kids), smoking various BBQ meats on his patio, and staying involved with his community through various volunteer efforts.
Brian received his Bachelor of Arts in Economics from Hamilton College and his MBA in Strategy and Marketing from Washington University in St. Louis. Prior to joining Lumia, Brian worked at H&R Block for six years, leaving as the Director of Tax Products and Services. Brian is a Registered Investment Advisor Representative in the states of Kansas, Missouri
Sarah C. Rasmuss | Portfolio Advisor
Sarah was born in Texas and after various stops has come to call Kansas City home. She and her husband, Wayne, met at Kansas University. They have a daughter and a son in elementary school that keep them busy with baseball, karate and a fun level of general chaos. The family makes frequent trips to Omaha to visit extended family. When she has a few minutes to herself, you will most often find Sarah running in either the Shawnee or Mill Creek Streamway Park.
Sarah received her Bachelor of Arts in Economics from the University of Kansas in 2000. Upon graduation, she worked in business development at an e-commerce start-up firm for three years. Sarah spent the next 11 years at J.P. Morgan Retirement Plan Services, working in education, communications, web strategy and finally leaving as the Vice President, Product Manager for the plan sponsor and participant
David L. Imhoff | Retiring Founder
David is originally from central Missouri, but has called Kansas City home for over 40 years. David and his wife Nancy have two children and seven grandchildren. They enjoy travel, music, theater, and attending their grandchildren’s activities.
After a successful career at the accounting firm Arthur Young & Company, David struck out on his own and started the predecessor to Cornerstone CPA Group, LLC in 1985, and then in 2002 founded Cornerstone Wealth Advisors, LLC, the predecessor to Lumia Wealth.
David earned his Bachelor of Science in Agricultural Economics and his Master of Science in Accountancy degrees from the University of Missouri. David was a licensed CPA in Kansas and member of the American Institute of Certified Public Accountants for over 40 years and also held the Personal Financial Specialist (PFS) designation. David is a registered Investment Advisor Representative in the states of Kansas, Missouri, and Texas.
Michael P. Bunn | Operations Manager
Michael grew up in Overland Park and has a BA in Psychology from the University of Kansas. He started with Lumia in December of 2005 and is proud to call Lumia Wealth home. As Operations Manager, Michael oversees Lumia’s information technology infrastructure and security as well as managing client relationships and internal production. In his spare time, Michael volunteers with hospice organizations and is active in Kansas City’s theater and music communities.