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personal CFO

overland park, ks


Kenny joined intellicents in 2024 as a Personal CFO based out of our Kansas City Office.  He caters to high-net-worth professionals and business owners where every day is unique.  He provides a virtual family office model that ensures each client feels valued and understood. Kenny prides himself on simplifying complex financial concepts and being a steadfast ally during tumultuous times.

From competitive baseball fields to the boardrooms of the financial world, Kenny’s journey has been one of continuous learning and self-discovery.  Through college, baseball was his passion; he played across the country and even faced off against future MLB talents. Though he never donned a professional baseball jersey, the strategic thinking he honed during those years became an asset in my professional journey.

Growing up in a family with a knack for numbers, Kenny envisioned a future in engineering, much like his father.  However, as he dove deeper into advanced math during college, Kenny felt the pull of finance.  The lure was so strong that he pivoted, seizing the opportunity to become a finance major and setting his sights on the vast horizons of finance.

The intricacies of finance first captivated Kenny at State Street, where he excelled in Fund Accounting.  As he navigated the landscape of mutual funds, his love for strategy – reminiscent of his baseball days – fueled his passion for finance. Yet, the corporate world's grind started wearing on Kenny.  Despite its challenges, he wanted a deeper connection and greater purpose.

Kenny joined True Wealth & Company where he transitioned into personal finance, an area that proved to be the perfect blend of his skills, passion, and purpose.  Today, as a Personal CFO with intellicents, he caters to high-net-worth professionals and business owners where every day is unique.

education & certifications

Kenny graduated with a B.S. in Finance from Emporia State University.

Additionally, Kenny holds the following designations and has previously passed securities exams:

· Series 7 - General Securities Representative

· Series 66 - Uniform Combined State Law

my idea of

living the dream

I am living my dream. I’m doing my dream job. I have amazing clients and an amazing staff. I have 4 wonderful kids and a beautiful wife. I’m just LIVIN baby!

dream job

this is my

Personal CFO for high-net-worth clients is a dream job. Continue to grow and lead this new division. Managing $1B in assets for my clients.

this is how i

make it real

Being around my family is number one. I love watching my kids play sports and coaching them. I love to travel with my wife. We take multiple trips per year and want to travel more.

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