
First Quarter Investment Report – 2026
April 14, 2026
Executive Summary The first quarter of 2026 was defined by a sharp shift in narrative. What began the ...


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.

April 14, 2026
Executive Summary The first quarter of 2026 was defined by a sharp shift in narrative. What began the ...

April 6, 2026
A step-by-step guide to the first 100 days after divorce by Lindsay Taylor, J.D., CFP® After months of...

April 2, 2026
March Observations Geopolitics Trigger Sharp Global Selloff Global markets declined significantly in M...