- Elevate
- Financial Advisor
“KJ stays up to date on the ever-changing financial industry. He is passionate about educating his clients & helping them reach their goals!”
“KJ knows his stuff and has the ability to explain things in a way that is caring and compassionate. He stands in high integrity so its easy to send my friends and family to him. ”
“I appreciate having KJ in my Biz group. He answers my questions and brings information relevant to all our businesses. Great man to work with.”
“Working with KJ has been incredible. We were more than happy to 'move' with him to his new practice. As a prominent community member, KJ has built his reputation on his sincerity and integrity. Your questions will be answered.”
“KJ has helped our family set up 529 education accounts. Sat with each of our teens to explain how this account works and how it will benefit them. His team is friendly and organized. I really enjoy our meetings.”
“I love working with KJ. I know he has my best interest in mind and I trust him to make good financial decisions on my behalf. He knows my goals and dreams and has me on a clear trajectory to make them come true. Partnering with KJ has brought peace of mind- I highly recommend him for your investment needs.”
“I love referring KJ to people I know who are a little lost when it comes to their retirement planning. KJ is great at communication and creating a plan that fits your goals. He takes the time to see all the ways that financial planning can meet your needs. ”
“KJ is so informative and takes the time to get to know your needs. He speaks and educates in such a way that helps me clearly see and understand my financial possibilities. I highly recommend him as a Financial Advisor because he genuinely cares for his clients and it is important to him that he meets your needs.”