Focus
It is my honor and privilege to help a select group of clients build, manage, and protect their wealth, and to be there for them during times of transition --planned and unplanned. I believe one size fits one size and that every client’s size is different and unique which is why listening plays such a critical role in my practice. Sound financial decision-making is a product of understanding my clients’ current situation, their past experiences, and their goals and objectives for the future. It also calls for thoughtfulness, discipline, and patience to help my clients balance their emotions and feelings about money with logic and reason. I earned a Bachelor’s degree in Business Administration from Avila University, and I’m committed to lifelong learning and professional development. My practice focuses on the Four Cornerstones of Wealth Management: Investments; Banking, Borrowing and Liability Management; Non-Portfolio Risk Management using insurance and other asset protection strategies; and Estate Planning and Charitable Giving Strategies.
At Blunt-Lippert Financial Strategies Group, we are optimistic about the future – maintaining a strategic mindset, yet tactical when circumstances warrant.
We believe successful, long-term investing requires the
discipline and self-control to:
-Not chase past performance
-Not try to time the market
-Not be influenced by market “noise”
-Not
make rash decisions unduly influenced by emotions
Our Investment Process:
We help a select group of clients build, manage, and protect their wealth by –
- Developing investment plans that serve their unique
and evolving needs and ability to assume risks.
- Diversifying portfolios of investments selected
through evidence-based research and stringent due diligence.
- Utilizing cost-effective and tax-efficient investment
solutions and strategies.
- Monitoring and evaluating the performance of their
plans and suggesting adjustments as necessary based upon
Background
In my formative years, I witnessed people very close to me battle personal challenges and struggle with their finances. That was my catalyst to study and enter the field of investment planning. To teach and educate my clients and their family members about the principles of sound investment and wealth management. To provide advice and guidance that is objective, unbiased, tax-efficient, and cost-effective. And to help my clients overcome setbacks and adversities just as vigorously as I enjoy celebrating their successes and accomplishments with them. Only one thing matters more to me than my clients – my young son, Ledger. He serves as a constant reminder of the importance and impact of my work on my clients and their families -- now and for generations to come.
Community
I am Chairman of the Board of Directors of Friends of Recovery Association, a 501(c)(3) nonprofit organization supporting and collaborating with Oxford Houses in Kansas which provides self-supporting, democratically-operated, and substance free homes for people recovering from drugs and alcohol. I understand the physical, emotional, and financial toll that addiction inflicts on individuals and their families. That’s why I’m proud to be a part of an institution devoted to helping people find the road to recovery in a responsible and replicable manner.
