Interview on the Chain of Wealth Podcast

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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.

After being in the industry a few years, it became quite apparent to me there really was no difference at all between any financial services firm – they all basically did the exact same thing.

With that being the case, I wanted to create a firm that truly centered on financial planning first and foremost. So that’s exactly what I did in creating NextGen Wealth, where we create a plan first and then determine implementation from there.

It’s been an exciting calling as I’ve been able to work with some incredible clients going through different situations but still sharing the same needs, wants, and goals. We strive to serve those individuals who truly want and need a real financial plan.

While this type of planning used to be reserved for only the wealthiest investors, it is our passion to bring these services to the people who need it most.