Bryan Sarff is President and a Personal Wealth Manager at True Wealth & Company, LLC and has been serving clients financial needs 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 Wealth & Company™ is a fully independent firm. Mr. Sarff says, “I am a personal wealth manager 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 Work Optional Formula™.”
Bryan chairs the Investment Committee of True Wealth & Company and manages assets for business owners, professionals and retirees/pre-retirees.
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:
Kenneth Burkhead is a Porfolio Manager and Personal Wealth Manager at True Wealth & Company. 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 Wealth & Company™ 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 personal wealth manager 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 Work Optional Formula™.”
Kenny is the Portfolio Manager and sits on the investment committee of True Wealth & Company which manages assets for business owners, professionals, and retirees/pre-retirees. 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:
Brian Paulsen is a Personal Wealth Manager at True Wealth & Company, LLC. Brian has been working in the finance world since 2014. His services cover all areas of the wealth management process from financial/retirement planning, cashflow and debt management, savings planning, investment planning, risk management, estate planning, and legacy planning.
True Wealth & Company™ is a fully independent firm. Mr. Paulsen says, “I am a personal wealth manager primarily for a select group of successful professionals, business owners and retirees, who committed to achieving financial independence, so they can make work-optional. 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 Work Optional Formula™ .”
Brian is a member of the Investment Committee of True Wealth & Company which manages assets for business owners, professionals, and retirees/pre-retirees. 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 retire and transition to financial consulting 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:
Steven comes to True Wealth & Company as the Director of Business Development and Client Relations. He spent 25 years in the Business to Business publishing sector as the Publisher of Radio Magazine, a monthly North American publication for the broadcast industry. As Publisher, Steven took sales and revenue to over $1 million while developing the publication from 6 issues per year into 14 issues annually.
On the personal side, you might know Steven better as Steve Garrett, on-air personality on 101 The Fox (KCFX Radio, Kansas City). He is a 40 year veteran of Kansas City radio and is an honored member of the Kansas City Media Legends Society. Steve is also the Public Address Announcer for the Kansas City Maverick Hockey Club. Steve is the only voice of hockey in Kansas City for the last 30 years!
Steve is also the President of the Corvette Club of Kansas City and resides with his wife, Rhonda, in Lenexa, Kansas.
Shanna comes to True Wealth & Company as the Director of Computer Operations. She has worked in many fields of Data Maintenance ranging from Pharmacy, to Aircraft De-Icers, to Race Cars, but has found her home in the “TRUE Team!”
Native to Tennessee, Shanna has lived in the Kansas City, Metro area most of her life. She takes pride in her Native American background and is an active member of the “O-Gah-Pah” Tribe, knows as “Quapaw Nation.” She has a 23 year-old daughter residing nearby in Kansas City, Missouri that has been her driving force. Her interests include creating one-of-a-kind jewelry pieces, Diamond Painting, and her Bearded Dragon, Ember.