At NextGen Wealth, our passion is serving those individuals – both locally and virtually – who do not think they have the assets or the need for a financial planner. We are a financial planning and investment management firm with an emphasis on serving the successful business professional, entrepreneur or small business owner. Through technology and innovation, we help our clients find their path to financial independence.
Our goal is to become the premier financial services firm for the Next Generation in the Kansas City area (and beyond) by providing a level of service that specifically caters to the lifestyle of busy professionals and entrepreneurs. To the successful leaders of today and the future, NextGen Wealth is synonymous with unmatched financial planning through technology and innovation.
After being in the industry a few years, it became quite apparent to me that if you didn’t have a $1,000,000 or $2,000,000 in investable assets, you weren’t going to get much help from the majority of financial planning firms out there – and if you did, most likely it was going to be the same generic advice they give to anyone no matter their situation.
With that being the case, I wanted to create both a local and virtual financial advisory firm that was centered on working with individuals who didn’t exactly fit that mold, but were certainly on their way and needed quality individualized planning advice – the truly overlooked and underappreciated. So that’s exactly what I did in creating NextGen Wealth, where we specifically cater to successful business professionals, entrepreneurs, and small business owners.
It’s been an exciting calling as I’ve been able to build a great financial planning practice working with individuals and families both in Kansas City and throughout the county who are all going through similar situations and share many of the same needs, wants, and goals. We pride ourselves on transparency, education, being mindful of fees/costs and firmly believe in the Google motto "Don't be evil."
Let’s start with the fun stuff. I am married to my best friend, Christa. We live in Lee’s Summit, MO and I grew up right down the road in Raymore. Christa grew up in Wichita and crazy enough I actually knew her parents before I knew her. It’s a long story that I won’t tell here, but feel free to ask me about it if we ever meet – it’s a good one.
I’m a complete craft beer dork and have been making – or at least attempting to make – my own beer since about 2014. Christa and I love to travel and you can count on us hitting up a few of the local breweries on just about every vacation. I also love to golf and as I write this my goal is to get to a single digit handicap. Hopefully, by the time you read this I’ve made it there. So, now that you know a little about the personal and fun stuff, let’s get to know a little bit more about me professionally and how I got to where I am today.
So who exactly am I at NextGen Wealth? It definitely seems like I can hold many different titles depending on the day, but for my bio’s sake, I will stick with my professional title of Financial Planner – although you could go with Financial Advisor, Financial Consultant, etc., but they’re really all one in the same). I’ve actually been in the financial planning and financial services industry in Kansas City since 2001. It’s all I’ve ever known as a career choice and I hope it stays that way for as long as I’m capable.
So if you are still reading my bio – much appreciated – you’re probably thinking to yourself that you know all kinds of financial planners or financial advisors and most seem to be no different than the next. I completely agree as it’s definitely true for many advisors in the financial planning field. With that said, though, keep on reading and I will do my best to differentiate myself.
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NextGen Wealth, LLC is a registered Investment Advisor. Information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any specific securities product, service, or investment strategy. Investments involve risk and unless otherwise stated, are not guaranteed. Be sure to first consult with a qualified financial advisor, tax professional, or attorney before implementing any strategy or recommendation discussed herein.
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