One of the things I like most about being a financial planner for over two decades is helping people accomplish their financial and retirement goals by defining and creating a plan to move them forward. In my spare time, I love to travel and play competitive pickleball. EFE may request that clients share their experiences. No compensation is paid for any reviews and EFE does not control the content. Reviews not representative of all clients. EFE may request that clients share their experiences. No compensation is paid for any reviews and EFE does not control the content. Reviews not representative of all clients.
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CenterPointe Wealth Management is a full service asset and investment management firm providing retirement services, financial planning, and estate planning located in Wichita, KS
Our mission is to help our clients and their families work toward reaching their financial goals. We do this by developing and implementing prudent strategies that seek to increase the creation and preservation of intergenerational wealth.
