Dwight works with high-net-worth individuals, corporate retirees, and those preparing for retirement, helping clients navigate investment management, retirement planning, and tax-efficient planning.

He takes a comprehensive and long-term focused approach to planning, with work that is centered around helping clients feel prepared for every stage of life.

Dwight earned a B.S. in Management from the University of Central Missouri. His background in wealth management and comprehensive planning supports a practical and goal-oriented approach to helping clients navigate financial decisions.

Outside of work, Dwight enjoys golfing, spending time with family and grandchildren, participating in charitable events, and being outdoors.

Serving clients throughout Kansas City and the surrounding areas, including Leawood, Olathe, Lee’s Summit, Overland Park, Independence, and Liberty.