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Griffin Sehring

Client Service Manager

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

  • B.S., History – University of Nebraska

A WEALTH OF INFORMATION

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Monthly Recap – July 2025

Monthly Recap – July 2025

August 6, 2025

July Observations Onward and Upward The global equity rallied continued through July, though in a reve...

Second Quarter Investment Report – 2025

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...

Monthly Recap – June 2025

Monthly Recap – June 2025

July 8, 2025

June Observations Second Quarter Ends on a High Note Global equity markets extended their rally into J...

Geopolitics Update: Monitoring the Recent Escalation in the Middle East

Geopolitics Update: Monitoring the Recent Escalation in the Middle East

June 18, 2025

Last week, Israel launched a direct attack on Iran, targeting key military assets including senior lea...

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