Our Team

Bryan Sarff is President and Personal Wealth Manager of TRUE Private Wealth Management, LLC and has been serving investors since 2003.   His services cover all areas of the wealth management process from investment strategies, retirement planning, risk management, estate conservation, and insurance planning.

Bryan Sarff

Certified Financial Planner™ professional
CFP® RFC Founder & CEO

 


Bryan Sarff is President and Personal Wealth Manager of True Private Wealth Management, LLC and has been serving investors since 2003.   His services cover all areas of the wealth management process from investment strategies, retirement planning, risk management, estate conservation, and insurance planning.

Bryan provides fee-based investment advice using an investment methodology to assist in identifying and protecting against stock market risk.

In 2009, Bryan earned the mark of CERTIFIED FINANCIAL PLANNER™ professional.

True Private Wealth Management™ is a fully independent firm.  Mr. Sarff says, “I am a wealth advisor primarily for a select group of successful business owners and retirees, who among other things aspire to a work-optional lifestyle.  I have developed and refined a process that puts all the pieces of their financial puzzle together and I call it the True LIFEMAP™ process.”

Bryan chairs the Investment Committee of True Private Wealth Management and manages assets for pre-retirees, retirees, and business owners.

Bryan’s public speaking includes hundreds of wealth management workshops on investing for retirement, protecting your assets from these Turbulent Times, maximizing social security, and will & estate planning. He has been the host or co-host of a financial talk radio show for the better part of seven years on News Radio 980 KMBZ, Talk Radio 710, and Hot Talk 1510.

For interviews or speaking engagements contact:
Kal Dulku, 913.653.8783   Kal@RetireWithTrue.com

Kal Dulku

Founder & President

 


Kulvinder “Kal” Dulku is Founder & President of True Private Wealth Management, LLC. He oversees our client service, marketing, accounting, and business development departments. Prior to joining True Private Wealth Management, Kal was the Senior Marketing and Prospective Client Manager at a wealth management firm in Lenexa, KS, where he helped grow the business from $100M to almost $1B of assets under management.

Kal’s professional career began in 1994 in the home improvement industry. For thirteen years, Kal was the Regional Vice President and Round Table member of Marketing and Operations in charge of the central division. In addition to marketing and operations, Kal’s experience includes special projects relating to direct marketing campaigns, branding, operational studies, budget reviews, P&L financial reporting and internal audit evaluations.

Kal’s hobbies include collecting classic cars, riding his motorcycle and playing the drums. He also coaches youth basketball in the winter, and soccer in the spring. Kal is married to Makaila and has a set of fraternal twins, Aidan and Sabrina.

For interviews or speaking engagements contact: Kal Dulku, Phone: 913.653.8783 Email:Kal@RetireWithTrue.com

Kenneth Burkhead

Portfolio Manager & Wealth Advisor

 


Kenneth Burkhead is a Porfolio Manager and Wealth Advisor for True Private Wealth Management is a dba of True Alpha Solutions LLC.  Kenny has been working in the finance world since 2010.   His services cover all areas of the wealth management process from investment strategies, retirement planning, risk management, legacy planning, and insurance planning.

True PRIVATE WEALTH MANAGEMENT™ is a fully independent firm adhering strictly to the fiduciary standard.  Mr. Burkhead says, “I am a portfolio manager with the primary goal of providing our clients with the highest risk-adjusted return within their risk parameters.  I am a wealth advisor primarily for a select group of successful professionals and business owners, who among other things aspire to a work-optional lifestyle.  We have built a process to walk our clients through every financial aspect of life and we call it the True LIFEMAP™ process.”

Kenny is the Portfolio Manager and sits on the investment committee of True PRIVATE WEALTH MANAGEMENT which manages assets for pre-retirees, retirees, business owners and professionals.  He co-designed and developed True’s proprietary investment methodology to help identify superior investments and protect investors against stock market volatility.

Kenny worked for State Street for three years moving his way up from Fund Accountant I to Senior Client Service Manager.  In his first years at State Street he worked directly with PIMCO on their mutual fund team.  Later, transitioning to Client Service Manager leading a team in charge of 170 not-for-profit and banking companies.  Kenny made the change from corporate America to private wealth management to have more personable relationships with his clients.

Kenny lives in Gardner, Kansas, and is married with two girls.  He is a dedicated health and fitness junkie, loves smashing the golf ball down the fairway, and spending time in the company of good friends and family.

For interviews or appointments please call:
Kal Dulku, 913.653.8783   Kal@RetireWithTrue.com

Brian Paulsen

Personal Wealth Manager

 


Brian Paulsen is a Personal Wealth Manager of True PRIVATE WEALTH MANAGEMENT, a dba of True ALPHA SOLUTIONS, LLC.  Brian has been working in the finance world since 2014.   His services cover all areas of the wealth management process from investment strategies, retirement planning, risk management, legacy planning, and insurance planning.

True Private Wealth Management™ is a fully independent firm.  Mr. Paulsen says, “I am a wealth advisor primarily for a select group of successful professionals, business owners and retirees, who among other things aspire to a work-optional lifestyle.  We have built a process to put all the pieces of the financial puzzle together to meet our clients evolving needs and we call it the True LIFEMAP™ process.”

Brian is a member of the Investment Committee of True Private Wealth Management which manages assets for pre-retirees, retirees, and business owners.  He provides fee-based investment advice using a proprietary investment methodology to identify and protect investors against stock market volatility.

Brian was a Distinguished Engineer for IBM and focused primarily on clients in the Finance and Insurance industries. His passion for mentoring and finance led him to transition to personal wealth management in 2014.  Brian’s corporate expertise offers our professional clients, business owners, and retirees with a unique perspective to help position themselves for a successful retirement.  He has conducted speaking engagements throughout his professional career, including investing for retirement, protecting assets in unstable markets, maximizing social security, navigating healthcare choices, and how to become a “Millenionaire™”.

For interviews or speaking engagements contact:
Kal Dulku, 913.653.8783   Kal@RetireWithTrue.com

Rebecca Coleman

Becca Coleman

Director of Community Relations

Becca Coleman is a magna cum laude graduate of the University of Maryland.  She is a past president of the Johnson County Christmas Bureau, served on the board of the American Diabetes Association, Turner House Children’s Clinic (President), the Lenexa Rotary Foundation Board, and the Lenexa Safety Council.  A member of the Lenexa Rotary Club, she is a past president and a multiple Paul Harris award holder.  She has been named member of the year by the Lenexa Chamber of Commerce.  She attends St. Peter and All Saints Episcopal Church and has served on the vestry as Junior Warden and Senior Warden.  She is married to Jim Coleman and is the mother of two children and 4 grandchildren.