At Piertree, you're not just another number - you're a part of something bigger. We exist because the financial industry has seemingly neglected the younger generation without massive net worths for years and we're here to change that.
We're not like the big financial firms you see on TV that serve retirees and sell insurance. We're a small firm who saw a problem with the financial advice that was being provided to our generation and set out to solve it.
Piertree at its most basic form is a financial lifestyle brand. While providing modern financial planning, our goal is to empower others to become self-aware and find true happiness while achieving financial freedom.
Financial planning is much more than just investments and money management. Our generation face unique challenges that other generations haven't experienced and it's important that the role of a financial planner changes to meet those needs.
Favorite Sports Teams
Kansas City Chiefs
Boston Red Sox
Favorite Places to Eat
Favorite Music Artists
Personality Type - INFJ
Advocates are the rarest personality types of all
Their inner vision, personal values, and a quiet, principled version of humanism guide them in all things.
Nothing lights up Advocates like creating a solution that changes people’s lives
Founder, Financial Planner
I started my career in college doing door-to-door sales (if I ever interrupted your dinner, I'm sorry) and quickly realized I enjoyed the ability to control your income but couldn't do door-to-door forever.
After that, I worked at People's Bank and Trust which is where I was first introduced to the idea of financial planning. I then transitioned into the transportation financial services industry and worked at Shamrock Trading Corporation.
With a passion for helping others, I knew I had to pursue the original idea of being a financial planner and I haven't looked back since. It's the best feeling knowing that my job consists of seeing my clients achieve their life goals with the plan we've developed together.
When I'm not working with clients, my free time is spent doing a variety of different hobbies including:
🏋🏻 Working out
🎧 Listening to music
🖍 Creating content
Visit our scheduling page to set up a time for your free clarity call
Favorite Things to Eat
Laying on the couch
Going for walks
Drinking out of the toilet
Head of Company Culture
"I started my life in a home that didn't want me and was picked up off the streets by Unleashed KC. Shelter life was all right, but I didn't know where home was.
That is, until Treyton decided to adopt me in the fall of 2018. He spends a lot of time working on the business but when he's not, we always go for long walks around Midtown or the nearest dog park.
He named me Tune after the nickname of his favorite artist, Lil Wayne - which is better than the name that was originally given to me... Walter.
I love meeting other dogs and new people so if you're in the Kansas City area, don't be afraid to come say hi 👋🏼 🐶 "