5 Steps to Financial Confidence in 2025: Download Our Free eGuide
For Joyce Chan, It’s All About the Details
Nearly 20 years in, Joyce still thinks K&B is pretty cool. “We’re a boutique firm, so I have contact with everyone,”
How Nicole Wilson Grew into Her Role as Client Relationship Manager
I’m really excited to build out the team and think of new ways to be supportive to our clients.
What Multigenerational Planning Means to Us
Our FinLife process allows us to get to know our clients on a deeper level, and we always discuss legacy from our very first conversations.
