Serving Kansas City with Wealth

& Insurance Strategies

Who we are shapes how we do our jobs.

At BrightPath our values help us manage our clients' money.

Matthew Schuller

President & Founder of BrightPath Wealth Management

Matthew Schuller, President & Founder of BrightPath Wealth Management, has 17 years of experience in the financial industry. 

He wants his clients to know how their money is working for them. He wants people to be informed about wealth management. The more they know, the better he feels he’s done his job as their wealth manager. Matthew is a dedicated advisor, which he takes very seriously. You will hear him say that most people have a product not a plan. Working with Matthew, you will see there is a big difference on what he considers a plan compared to others. 

Matthew is driven to share his financial and retirement knowledge with the general public as a successful, published book author and contributor to Kiplinger. He also travels the country as a keynote speaker to enlighten audiences on retirement and financial topics. 

He is a devoted husband and father of two little boys. During his free time, he enjoys family time and coaching basketball. 

Little Rock Office

Robin Hofheinz
Equity Partner

Robin Hofheinz, an Investment Advisory Representative, provides investment services in accordance with a fiduciary duty of care and loyalty that includes putting your interest first and disclosing conflicts, when and if they arise. Likewise, insurance services are provided using the best interest standard, which requires recommendations to be in the clients best interest.

Robin brings 20 years of experience from the investment, insurance, banking and legal fields. Robin is driven by a commitment to service instilled in her, during her West Texas childhood, by her minister/professor father and social justice activist mother. She was raised in a town where a handshake and a verbal commitment, while looking someone in the eyes, was as good as or better than any written contract. 

In founding the Retirement Freedom Team, Robin sought to offer solid financial support for hard-working people, from all walks of life, by providing financial information using language normal folks could understand. Through endless hours and commitment, Robin and the Retirement Freedom Team quickly gained a reputation for helping people understand and implement concepts that they previously believed were confusing. 

In her rare time off, she enjoys spending time in nature: bicycling, walking, hiking, going to the beach and wildlife watching. Equally comfortable driving her SUV or an old rusty pick-up truck through Texas, she can frequently be found at farmers’ markets, community events, or her favorite place, the Coffee Depot, in her town of Warren.

Jewels Harris
Partner

A former motorcycle racer, Jewels Harris enjoys the thrill of the open road and figuring out the best strategies to win the race. Much the same can be said for his career as an insurance agent because Jewels enjoys getting to know his clients and understanding their goals before creating an all-encompassing road map for their retirement. He understands advanced planning for retirement income is about designing effective strategies for managing money and reducing risk.

“It’s truly fulfilling to help others succeed and know my work is positively affecting their lives. I always put my clients’ best interest first and strive to help as many people struggling to manage their money as I can,” said Jewels.

His dedication to his clients is undeniable. Jewels is in it for the long haul, whether that means driving across the state of North Carolina to meet with a client or taking a work call after hours, he goes the extra mile. His goal is to help everyone, both individuals and families, have thorough and well-thought-out plans in place to preserve their income for retirement,

Using advanced income-planning tools, Jewels creates bigger and broader plans that allow him to maximize his clients’ retirement income and help minimize their taxes and risk. Using a variety of financial vehicles, from annuities to life insurance, Jewels hopes his all-encompassing plans will meet or exceed his clients’ needs and mitigate their worries of outliving their income.

When Jewels isn’t at the office, he is a heavily involved member of his church and can be can be also found jamming on his drums for the church band. He is an avid NASCAR fan and loves watching the races or taking his motorcycle for a spin. Jewels is a single dad of five and treasures the time he spends with his kids, whether it’s visiting them or just hanging out with them at home because they are of the upmost importance to him.

Little Rock Office

Martin and Laurie Crowe

Partners

Martin and Laurie Crowe have been married for 49 years and have two children, a son, Matthew, a public school administrator, who is married to Jennifer, a Nurse Practitioner specializing in mental health.

They have two children Arya, their daughter who is 8 years old and a son Quintin who is 7. Their daughter Jesyka, a daycare provider for small children is married to Brice, a manager in retail stores and has a son Adrian who is 5 years old.

Laurie and Martin have been Insurance Brokers for 17 years, specializing in helping their clients who are seniors with their Medicare needs. Medicare is very confusing and people need help navigating the many issues that arise as people select the Medicare Plan that best suits them.

As Brokers they represent all the plans available to their clients. They have assisted hundreds of clients and serve their clients all year around. When problems arise it is important to have someone you can call to deal with complex issues.

Grand Junction Office

Brad & Margaret Thomas

Wealth Associates

Brad and Margaret have been married for 34 years and have resided in Grand Junction for 29 years. They have two children: Hannah, a software engineer in Boston, MA, and Ben, a 2D animator residing in Grand Junction with his wife, Rachel, a filmmaker and photographer.

Brad has been a public high school English teacher for 33 years. He is a musician and an author. Margaret was an NICU nurse for 26 years, and now owns a health and wellness business. Their business enterprises led them into a love for financial planning and helping others plan for a confident financial future.

Brad and Margaret specialize in helping clients create a solid financial plan through the proprietary investment mechanisms in which Brightpath Wealth Management specializes. They are committed to walking with their clients through every step into a brighter future, particularly for those desiring to retire with the assurance of income, investment, and liquidity. When problems arise, it’s good to be able to rely on advocates with your best interests in mind, and that is the Thomas’ passion.