The Value of Triumph Financial Advisors

First of all, welcome and thank you for your interest in Triumph! I’m thrilled to be the sole owner of Triumph Financial, an independent, full-service wealth management firm. After starting my career as a small business owner in college, I took my passion of educating and serving others and adapted it to the financial services industry. I’m motivated by the desire to bring financial wisdom to everyone, regardless of asset size. I enjoy strategizing with business owners, professionals, blue collar skilled labor, families and individuals who believe that wealth is a tool that needs to be managed wisely in order to produce the best results.

More than being a fiduciary, I believe in the timeless principle known transparency and simplicity: Treat others the way you would want to be treated. This philosophy sets Triumph apart in a world of robo-advisors, online investing and generic advice. I value a prompt and accurate response in a world of a lack of customer service and I seek to do that for all our clients.   If our client doesn’t feel successful, neither do we. We provide pro bono financial education and motivation through workplace and public financial education workshops, classes and insurance groups and non-profit entities.

I reside in North Kansas City, Mo., but take pride in having multiple clients all over the bi-state area, as well as out of state. I enjoy reading, traveling, spending time with my extended family and enjoy being active in local charities and non-profits which serve the Veteran and homeless community as well as several KCMO library and literacy organizations.

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