About Us
Choosing a financial advisor is a personal decision, and we believe it should feel like the right fit, not just on paper, but in conversation, values, and approach. That’s why we start by listening and take the time to understand what matters most to you.
Our office has been part of the Wichita community since 2010, when our lead advisor, Brad, helped establish the investment program located at Credit Union of America. We work best with individuals and families who value thoughtful conversations, long-term relationships, and financial guidance that feels approachable and easy to understand. We invite you to explore the resources on our website and reach out anytime to start a conversation.
Raising Healthy Children
Healthy habits are one of the greatest gifts to give your child.
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Trends in Charitable Giving
Some people may want a more advanced gifting strategy that can maximize their gift and generate potential tax benefits.
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Caring for Aging Parents
As our nation ages, many Americans are turning their attention to caring for aging parents.
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