
Monthly Recap – June 2026
July 2, 2026
June Observations Markets Mixed on Inflation Fears and Rate Hike Pricing June proved to be a more chal...


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 2, 2026
June Observations Markets Mixed on Inflation Fears and Rate Hike Pricing June proved to be a more chal...

June 30, 2026
By Anna McDonald, Director of Family Learning Teaching children charitable behavior is essential for i...

June 29, 2026
What Executives Should Know About Their Compensation Package By Kristi Borglum, CFP® When executives r...