At NextGen Wealth, our passion is serving those who want the real benefits of working with a true comprehensive Certified Financial Planner® – both in Kansas City and virtually across the country. Through our solutions based financial planning process, we are not only able to provide you with a clear step-by-step path for retirement and financial independence but also add value to you and your family every step of the way.
We aren’t what you are used to if you’ve ever worked or met with a financial advisor in the past. We understand your financial situation is unique and that there isn’t just a single product that will be the solution to all your needs – regardless of what another financial professional might tell you.
We aren’t here to overwhelm you or make you feel inferior. We are here to add real value in your financial life. That means better financial organization, helping with your investments, retirement income planning, goal setting and, most importantly, goal accomplishing. On top of all of this, we will be with you every step of the way.
We know and understand we’re not going to be a perfect fit for everyone and that’s okay, because we know not everyone is going to be a perfect fit for us either. Financial planning and working with a financial advisor doesn’t have to be the stereotypical way of the past. We believe there is a better way and that starts with putting your interests first and foremost every step of the way.
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., 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.
Trying to find a good financial planner to meet your needs can be rough. That's exactly why we created The Getting Started Process™.
It's a simple framework that will help in your decision-making process so you can find the right advisor for you.
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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