After several years as a Certified Public Accountant (CPA) and corporate financial manager, I chose to specialize in working with investors with financial situations similar to yours. I have used my expertise since 2002 at Wealth Partners, LLC, to provide purposeful retirement planning for individuals and couples who have struggled to find success. I have developed and refined a process for personalized strategies to provide solutions not often found in the mainstream financial media.
I received my undergraduate degree in Accountancy from the University of Missouri and a Master's in Business Administration from Marquette University. I actively fulfill my continuing education requirements to maintain my CPA licensing even though I don't perform the duties of the typical CPA. Building on my 30 years of experience, I believe I am well-positioned to be the last financial advisor you will need.
This is the section where I'm obliged to say that I love to spend time with my family during my non-working hours. Fortunately, I can say this truthfully. I am the proud husband of my wife Cindy and a father to two college students and a high schooler. They are very active at their respective schools in fine arts and sports. We all are very active in our church and I personally volunteer on a local municipal board. My main indulgence apart from what has been already listed is watching or going to sporting events especially the Royals, Chiefs and the University of Missouri.
Previous positions held:
The tax advice and/or services of Eric Griessel are independent of RJFS.
This is not a service offered through Raymond James.