What does the rest of your life look like?
This is the question Kris asks his clients the first time they meet. Kris’s goal is to find what is important to his clients, so he can develop a customized investment strategy that compliments your life ambitions. Whether you are a high net worth investor or just getting started, Kris will tailor a plan that fits your specific needs.
Kris specializes in real estate, which is an important piece in many of his clients’ portfolios. Kris will walk you through the many advantages of investing in real estate, and it’s ability to defer capital gains on a sale via a 1031 exchange. He also discusses how this can be used for replacement property or excess boot money.
Beyond real estate, charitable giving is a large part of Kris’s life. He has compiled numerous strategies for people to benefit the cause that is closest to their heart. He has extensive knowledge on Donor Advise Funds (DAF), Legacy Gifts, Trusts and Life Insurance. If you have questions on the best way to give back, contact Kris to discuss further.
Kris was born and raised in Wichita, Kan. and currently lives in Lees Summit with his wife and daughter. He attended the University of Kansas and received a degree in Anthropology. His hobbies include playing golf, photography and traveling with his family.