As a wealth advisor at Mariner Wealth Advisors, I am part of a four person team that specializes in providing comprehensive wealth planning and investment management solutions for business owners, executives and high-net-worth families.Mariner Wealth Advisors is a national wealth advisory firm that provides financial advice focused on meeting client needs. Mariner’s expert wealth advisory teams help clients achieve and maintain financial peace of mind – preserving the wealth they have created and building a legacy for future generations of family and business leaders. We provide holistic, innovative and client-focused solutions. We bring together talented resources, innovative offerings and proactive advice with a single purpose in mind – to deliver confidence to our clients so they can focus on what’s most important.The firm’s wealth advisory services include: financial planning, investment advisory services, multi-generational wealth planning, risk management, philanthropy, business succession planning, family office services, insurance consulting, retirement planning services, business valuation, and captive strategies.I have a bachelor’s degree in speech, language and hearing from the University of Kansas and a master’s degree in personal financial planning from the College for Financial Planning.
Mariner Wealth Advisors
Serving Clients in these States