I learned firsthand the truth that "Life Goes Fast -- Live Well" from watching my mom live vivaciously and then battle cancer ultimately succumbing at age 51. I subsequently created this non-profit to catalyze conversations about life.

With business degrees from SMU and Ohio State, I joined our family's century-old manufacturing business. After selling the company, I studied “human essence” at Denver Seminary's honors program. I returned to the marketplace with financial consulting roles at Merrill Lynch and a boutique planning firm, as well as being a vice president overseeing a major division of a global company.

Yet, I wanted a simpler, better life. So, in 2000, I launched KCM desiring to partner closely with clients as friends to help them invest their life well by helping them define life goals, chart a path to achieve them, and then support them throughout their journey. By year-end (2024), I will become a certified life coach enabling me to better help clients to live well.

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By choosing to be a solo practitioner, I’m free to craft a personalized experience for client-friends collaborating with top firms like Dimensional Fund Advisors, GMO’s
NeboWealth, Right Capital, and Altruist who provide access to a network of CFAs, CPAs, CFPs, and PhDs, ensuring expert support is always at hand.

Operating solo also enables me to keep overhead costs low, directly benefiting you and your investments. Every dollar saved in fees compounds for your future, not someone else's. For instance, a portfolio of $1,000,000 growing annually at 7.5% rather than 7% could yield approximately $380,000 more over 20 years—a significant advantage for your financial goals.

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KCM's mission is to help clients live well by aligning their finances with their core life goals. We create a personalized "core portfolio" tailored to these goals, regularly optimizing it as needed. If desired, surplus funds can be creatively invested (e.g., stock concentration, real estate, or starting a business). KCM is dedicated to serving each client's unique needs.