Meet Our Team!

  • A smiling man in a blue pinstripe suit and white shirt standing outdoors with green trees and a walking path in the background.

    Joshua Derwin

    Financial Planner

    EFS Founder & Investment Specialist

    CA Insurance License #0145526

  • A smiling man with dark hair and a beard, wearing a black blazer over a white checked shirt, standing outdoors in front of green blurred foliage.

    Andy Rao, CEPA ®

    Financial Planner

    EFS Small Business Specialist

  • A woman with shoulder-length blonde hair smiling outdoors, wearing a light blue off-the-shoulder dress and a black belt, walking along a sidewalk.

    Emily Wann

    Director of Operations & Administration

  • A middle-aged woman with short brown hair and a warm smile standing outdoors with her arms crossed, wearing a dark gray blazer and a white top, with a blurred green background.

    Diane Ellsworth

    Senior Marketing Assistant

  • A man with dark hair and a beard wearing a dark suit and white shirt, smiling outdoors with a blurred green background.

    Joshua West

    Financial Planner

    EFS Protection Planner Specialist

  • Expedition Financial Services logo with mountain and hiker icon on a dark blue background.

    Kara Bagunu

    Client Application Specialist

  • A middle-aged man with a beard wearing a navy suit jacket and white shirt, smiling outdoors in front of a modern glass building.

    Jeffry Curry, RICP ®

    Financial Planner

    EFS Retirment Specialist

  • Angela Shuler

    Front Desk Assistant

  • A smiling man with a bald head and beard dressed in a light gray suit and white shirt standing outdoors in front of green trees.

    Connor Middelton

    Financial Planner

    EFS Financial Planner Specialist

    AR Insurance License #17985790

  • A man in a gray suit with a checkered bow tie smiling outdoors, with trees and greenery in the background.

    Ebenezer Williams III

    P&C & Client Specialist

  • Company logo for Expedition Financial Services with a stylized mountain and hikers

    Christopher Whitehead

    Financial Planner

    EFS House Advisor

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Team Thanksgiving 2024

Team Thanksgiving 2024

Top Golf KC 2025

Top Golf KC 2025

Staff Team Building Day Spring 2025

Staff Team Building Day Spring 2025

Our Team

Our Team

The Service Staff

The Service Staff

Our Advisors

Our Advisors

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