Why do I deserve your partnership?

I have over 9 years of experience within the financial services industry. After having worked throughout a number of different areas, specializing and gaining knowledge, to put me in position to help Gen Y reach financial intelligence; I have devoted my life to this cause. My experience as a stock trader, fixed income analyst, investment advisor and 401k advisor allows for me to provide insightful knowledge to all Millennials.

It was during my mid 20’s that I realized learning more about financial intelligence and educating individuals on investments was my passion. My uncle, who was also my professional mentor, was a 25-year veteran in the private equity sector. He not only introduced me to a career into investing but he guided me along my path until I was able to breath on my own. This guidance was influential to the success and love, which was built for this career.

My goal is to share all I have learned through my investments training in order to assist in helping Gen Y reach their financial goals. I always teach acquiring financial intelligence trumps all. It’s important to seek knowledge and allow this newly found information to guide you through your financial journey in order to attain a successful retirement.

Millennial Couples Financial Session

This break out session is designed for the couples that are just starting out or are still within there 20s or 30s and would like to begin their financial journey on the right foot. Through these multiple sessions we discuss budgeting, investing, financial planning, etc. We help couples ask the right questions and tackle the difficulty of working together financially.

The Sessions

• Session 1: Creating a healthy financial foundation. The three steps process; Plan, Organize and Structure
• Session 2: Communication / Debt & Savings / Living within your means / Accountability
• Session 3: Asking the tough questions / Guest Speaker / Investing
• Session 4: Investing / Couples exercise

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Speaking

As a public speaker my objective is to provide informative insight that resonates with each and every audience member. Topics, which I specialize in, are financial health, millennial investing and subjects alike.

Subject’s discussed during Speaking engagements and workshops.

• Millennial’s Investing
• Three steps to Financial Health for Millennials

> Pay yourself
> Reduce your debt
> Think of retirement early and often

• Financial Communication (Couples)
• Maintaining a pulse on your Debt vs Income Ratio
• Investing in the Stock Market
• Questioning your financial intelligence
• Enjoying life living within your means
• Millennial Couples finances
• Plan, Organize and structure your financial life
• Controluckism
• Financial Accountability

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Lets Talk Investing

Let’s Talk Investing is a quarterly meet up session which Kinwest Capital Advisors host an open forum discussion on financials. From retirement planning, college savings and 401k, we look to use open discussion for the purpose of providing financial knowledge through a fun and inspiring environment. KCA provides light eatery and beverages. We are not looking to close business at this event but only engage in healthy fun discussion.

About Us

I am the Lead Advisor and Investment Research Analyst at Kinwest Capital Advisors. The vision of the company is to empower all individuals and families in there 20s and 30s, helping build financial intelligence and wealth within their accumulation period.

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Our Process

Research

Based on a series of suitability questions and other factors of the decision making process, we take each clients unique situation in consideration upon determining the most appropriate investment product for their account(s). We have a detailed process when it comes to researching the products or companies we choose to follow. We take a quantitative approach and direct our research towards the fundamentals of the investment selection process.

Develop

Once we have collected all of the necessary information from our clients, in order to help our advisors understand each client’s unique situation, we apply this knowledge to the development of our clients portfolio. We factor things such as, risk tolerance, expected retirement age, college savings and things alike. This is the building phase of what we feel are the best options for investing our client’s assets.

Deliver

Based on all information gathered from our client’s, we deliver an investment recommendation based on the products we have researched and feel are the most adequate for our clients portfolio. Upon agreement, the recommended portfolio is applied.