Converting fear and anxiety to confidence and gratification can be a result of effective wealth management conducted in a comprehensive, holistic approach.
Regardless the family dynamic, economic environment, global “market” circumstances or financial resources, we strive to diligently pursue that goal and dream conveyed to us as we continually strive to better understand and know each client and family.
Without using formulas, “cookie cutters” or a one-size-fits-all solution, every client is treated uniquely, independently, respectfully and without bias or judgment.
With over 32 years’ financial industry experience coupled with having earned over a dozen professional credentials specific to wealth management solutions serve to create a broad spectrum of expertise, knowledge and skills that are necessary to implement sophisticated ideas, planning concepts, intuitive insight, investment solutions and more in the process to serve our clients above all other agendas.
The passion for helping others pursue financial independence has been present since losing a young father, leaving 6 children under the age of 12 and almost no financial resources. Having personally experienced life fearing the financial unknown drives the relentless pursuit to help as many people as possible avoid that feeling of anxiety and uncertainty.
Those whose goal is to increase the level of comfort and contentment as it pertains to things financial and seeking a trustworthy, knowledgeable advocate working on their behalf, are encouraged to reach out for a casual, no-obligation conversation to determine if we might provide that missing element.
With 5 children and 5 grandchildren, Kenny enjoys being active in little league sports, playing golf, running, reading spiritual books and spending time with Kristi and their growing family. Kenny and Kristi's oldest son Keaton, holds a degree in Financial Economics, Magna Cum Laude, and named "Top Finance Student 2018". Keaton provides a keen sense of analytical acumen and brings much value with his fresh perspective, ability to connect with our younger clientele and provide a seamless transition in the coming decades.