David M. King & Associates, Ltd.An Independent Registered Investment Advisor

About Us

In 1974, David M. King became the first Certified Financial Planner® in the state of Kansas and subsequently founded our firm.  He went on to hold the chairman's position at all three major financial planning organizations:  The Institute for Certified Financial Planners (1979-1980),  The College for Financial Planning (1983-1985), and the Certified Financial Planner Board (1985-1987).

Today we honor Dave's commitment to excellent client service, allegiance to the planning process, and reasoned approach toward investing.  Whether you have a basic need or a complex, unique situation, we can work with you individually to find the best solution. 

Your satisfaction is our measurement of success.

Our firm has evolved with the times and the investing landscape.  Our current staff includes:




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Roger Schenewerk
CIMC, CPWA
Branch Manager
Financial Advisor
Toll-Free: 800-752-6122

Roger Schenewerk is President and an Investment Advisory Representative of David M. King and Associates, Ltd. and Branch Manager of our Raymond James office.  Roger received his MBA from the University of Kansas (KU) in 1988 and became a licensed financial advisor with the firm in 1994.  In 1997, he became a Certified Investment Management Consultant (CIMC) and a Certified Private Wealth Adviser (CPWA) in 2008.  Roger works closely with his clients to optimize their financial resources and provide them with the financial tools to meet both their short and long-term goals. 

Roger has always been concerned with planning; before he became a financial advisor, he worked as a Landscape Architect/Land Planner and received a Bachelor's degree in Landscape Architecture  from Kansas State University.  He served on the Lawrence-Douglas County Planning Commission from 1998 to 2004.

Roger plans out his own time so he can enjoy his family, including his wife, Sharon, and his three children: Audrey, Grant and Leigh.

Donna Johnson
Registered Principal
Financial Advisor

Donna celebrated 20 years with our branch in October 2009.  She feels honored to have had an opportunity to work with and learn from David King, a true pioneer in the Financial Planning industry, for three years before his passing.   Beginning as an administrative assistant, Donna has since acquired her Series 7 and Series 24 licenses.  Her licenses, combined with her experience, make her an invaluable part of the firm.

In 2007, Donna and her husband, Ronn, purchased Yager’s Fly Shop in Lawrence, KS, and they sell fly-fishing equipment both online and in their brick and mortar store.  Being a business owner and financial planner tends to keep Donna busy, but in her spare time, she enjoys visiting art galleries, cooking, traveling and spending time with family and friends.

Terri Dann
CERTIFIED FINANCIAL PLANNER™
Financial Advisor

Terri joined the firm in 1984 as an Associate of DMK&A and also a financial advisor for Raymond James & Associates, Ltd.  She is also an Investment Adviser Representative and holds a Kansas Insurance License for Life, Health and Variable Annuities.

As a CFP® Professional, she has specialized in financial planning and learned the trade from the founder of DMK&A, David M. King, an early leader and advocate of the profession.  Terri has been a long-time member of the Financial Planning Association and the Douglas County Estate Planning Council.  She currently serves on the Board of Success by 6, which provides early childhood services in Douglas County.  She and her husband, Mike, have 2 children and 4 rapidly growing grandchildren. 

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Sandy Winstead Hadley
Administrative Assistant

Sandy Hadley joined our office in July 2011. She and her family relocated to Lawrence, KS from Myrtle Beach, SC after her husband Sean accepted a position with the University of Kansas.  Sandy has over 25 years of administrative, accounting and customer service experience and is excited to be a part of the Raymond James Financial Services, Inc. family. 

In 2008, Sandy and her husband created Eddie’s Mates Management and Promotions, which is a small PR and consulting company that is run from their home.  Sandy is a graphic artist and enjoys designing posters and ads that she uses to market and promote their clients.   Sandy also enjoys cooking, traveling, art museums, music and spending time with her family. Sandy, Sean, and son Patrick are happy to be in Lawrence.

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Greg Pavlyak
Financial Advisor

Greg Pavlyak is an Associate and Investment Advisory Representative with David M. King and Associates, Ltd.

After graduating from the US Naval Academy in 1995, Greg served 10 years as an active duty naval officer and pilot.  Since 2005 he has continued his military flight instructor duties in a reserve status.  He has also worked for several years as an airline captain.  Over the course of this flying career, Greg became a trusted financial planning consultant both in and out of the cockpit.  He helped many fellow aviators with their personal finances and investment decisions.  He eventually began managing investments for his colleagues.  In 2008, Greg decided to bring his financial consulting business to David M. King & Associates as a fully licensed and registered representative.  He is an integral part of the branch and works closely with clients as well as other advisors in all aspects of the firm's operations.

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Kim Penny
Registered Representative

Kim Penny joined our office in September 2011.  Kim and her husband Jon were both born and raised in Lawrence and moved back to the area, after living in Durango, CO, to be closer to family.  While in Durango, Kim worked as an Independent Real Estate Broker representing a vast variety of Real Estate transactions including residential, commercial, farm & ranch, vacant land and multi-unit developments.  With the move back came a career move as well.  Kim is Series 7 and 63 licensed and is pleased to be a part of the Raymond James Financial Services, Inc. family.

In her free time, Kim enjoys road biking and mountain biking with her husband as well as cross country skiing.  They also continue to own and operate a property management company in the Durango area.

Joe Schreck
Client Relation Manager
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Lance Thompson
Investment Consultant
Financial Planner

Lance Thompson joined Raymond James after relocating from Smith Barney, a major brokerage firm, where he managed investment portfolios. Lance takes great pride in sharing his vast knowledge of investments with clients. As such, he is dedicated to keeping himself well-educated to best serve the interests of his clients in the ever-changing financial markets. His area of expertise is in portfolio analysis, which includes reduction of fees, proper asset allocation and tax efficiency. In addition, he assists clients in setting up estate plans.

Lance’s work partner, Joseph Schreck, brings over 35 years of experience in the financial industry.  Together, they work closely with individuals to help meet their short and long term financial goals.  Lance is fully licensed and is a Registered Financial Advisor at Raymond James.  He specializes in working with clients with individual stocks and bonds while utilizing the services of experienced Money Managers to help create the core foundation of his client’s portfolios.

Lance has lived in Lawrence for the past six years.  He and his lovely wife, Karin, have four children: Kerian, Quinn, Tierney, and Gavin.

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Wayne Whitney
Financial Advisor

Wayne R. Whitney is an Investment Advisory Representative with David M. King and Associates, Ltd.

He is also President of Whitney Financial Group, Inc., An Independent Firm, that has been employed in the banking and financial services industry since 1976. Wayne is a registered representative of Raymond James Financial Services. He holds a Kansas Insurance License for Life, Health and Variable Annuities.

Wayne is a graduate of Kansas University, the Raymond James Retirement Plan Consulting Group and numerous other financial services programs.

Wayne is a past president and current member of the Jayhawk Breakfast Rotary Club, the Douglas County Estate Planning Council and has served on numerous boards including the American Lung Association of Kansas and the Kansas East Conference Pension Board of the United Methodist Church.

 Wayne and his wife Judy reside in Lawrence. 
 

About Raymond James

Raymond James is one of the largest independent financial services firms in the United States. Since its beginning in 1962, it has always been a different kind of company – embracing long-term planning and methodical decision-making while staying uncompromisingly client focused. When other firms were simply buying and selling stocks or mutual funds, Raymond James focused on financial planning to help individuals reach their goals. It was the first firm to pioneer that concept – and today it supports its advisors with access to a full range of comprehensive resources, helping them to do the same.

  • More than 5,400 financial advisors
  • 2 million client accounts
  • 2,400 locations (United States, Canada and abroad)
  • $268 billion in client assets
  • $35 billion managed by its subsidiary asset managers

Raymond James Financial was recently named the best full-service broker in the 2011 SmartMoney annual broker survey for the third time in four years – ranking above Edward Jones, Wells Fargo, UBS, Merrill Lynch and Morgan Stanley Smith Barney.

For more information, visit raymondjames.com.

SmartMoney does not endorse any product or service of Raymond James. The survey criteria included performance of recommended stocks, customer satisfaction, and user-friendliness of account statements and websites. Past performance may not be indicative of future results. Please note that fees and charges will reduce an investor’s return.

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David M. King & Associates, Ltd.
1425 Oread West
Ste. 106
LawrenceKS 66049
Phone: 785-841-9517
Fax: 785-841-1628
Toll-Free: 800-752-6122
Contact Us

Securities are offered through
RAYMOND JAMES
FINANCIAL SERVICES, INC. 
Member FINRA / SIPC

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