View in portrait for best experience

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

Dive into the latest insights from our expert team with our personal touch.

The Vacation Home: More Than A Property

The Vacation Home: More Than A Property

March 9, 2026

By Anna McDonald, Director of Family Learning Family vacation homes have an emotional connection unlik...

Courageous Citizenship and Finding Common Ground

Courageous Citizenship and Finding Common Ground

March 5, 2026

by Deb Dubin, Chief Philanthropy Officer Philanthropy has a role to play in fostering healthy civic di...

Monthly Recap – February 2026

Monthly Recap – February 2026

March 5, 2026

February Observations Volatility Continues on AI Disruption and Geopolitics U.S. equities were mixed i...

Quick Take: U.S.-Israel Strikes on Iran

Quick Take: U.S.-Israel Strikes on Iran

March 3, 2026

Many awoke to news last Saturday morning of the U.S. and Israel jointly launching airstrikes against I...

VIEW ALL ARTICLES

Let’s make every moment count together…