Bagby Wealth Management

Mike Bagby, founder and Executive Director of Bagby Wealth Management, LLC, has been actively and
successfully involved in the financial services industry since 1982. 

Mike specializes in providing investment management and investment advice, bringing clients his expertise
in comprehensive retirement and estate planning. He also provides knowledgeable guidance in the areas of
institutional investment management, tax planning, asset protection, and the management of family wealth.

*Note that registration with the state of Missouri, Kansas, or any other state as an investment advisor does not imply a certain level of training or skill.

Carla Channell joined the Bagby Wealth Management team in April of 2023.

Carla brings with her many years of Customer Service and Banking experience.  A few of her previous roles include Assistant Operations Manager, Banking Branch Manager, Financial Relationship Consultant, and District Sales Manager.  She enjoys servicing her customers, and ensuring they receive a friendly and professional experience every time.

Carla will work directly with our advisors and clients in setting up new accounts, processing account documentation, preparing presentation materials for client reviews, and assisting with research and trade transactions.  She will analyze critical client and account data, prepare projections, comparisons and reports, and conduct financial product and investment research.  Her client-focused approach, previous experience, and diligence are great assets to our team.

Rhonda has over 18 years of experience helping serve clients with their financial needs. Rhonda attended Southeast Missouri State University where she earned a B.S. in Business Administration (Office Administration/Marketing). Rhonda continued to advance her career by becoming a Financial Paraplanner Qualified Professional™ through the College for Financial
Planning. She also completed additional courses in Finance through Missouri State University.

As a Series 65 licensed Investment Advisor Representative and Financial Planner, Rhonda
specializes in providing investment advice and financial planning to her clients. She delivers
knowledgeable guidance in the areas of retirement planning and estate planning. She devotes her
time to analyzing critical client account data, preparing projects and conducting financial product
and investment research. She also serves as the Director of Marketing for the firm.