
Second Quarter Investment Report – 2025
July 11, 2025
Introduction Much has changed since we ended March on a dour note, with the S&P down nearly 6% tha...
Griffin serves as a Client Service Manager, bringing with him a passion for helping families reach their personal financial goals. He holds a bachelor’s degree in History from the University of Nebraska.
After graduation, he began his career at TD Ameritrade before moving to Chicago, where he spent three years as a Financial Advisor at J.P. Morgan. During this time, he honed his skills in client service, investment planning, and long-term wealth strategy.
Now, based in Kansas City, he’s a proud new uncle and enjoys spending his free time with family. His hobbies include watching basketball and football, playing chess, and exploring new restaurants around the city.
EDUCATION
Dive into the latest insights from our expert team with our personal touch.
July 11, 2025
Introduction Much has changed since we ended March on a dour note, with the S&P down nearly 6% tha...
July 8, 2025
June Observations Second Quarter Ends on a High Note Global equity markets extended their rally into J...
June 18, 2025
Last week, Israel launched a direct attack on Iran, targeting key military assets including senior lea...