Simon White

Being raised in a small town in south central Kansas, it was instilled in me at a young age that family and relationships are among life's greatest priorities. I learned that life's greatest luxuries are not always measured in dollars, and the strongest foundation is often built on trust, support, and meaningful connections. 

Early on I developed a passion of how disciplined financial planning could create freedom and opportunity. Watching and learning from those around me reinforced the value of patience, consistency, and long-term planning, principles that still guide me today.

My professional journey began in the retail industry. I later transitioned into retail banking. Through my experiences I learned that every financial journey is unique, but a common goal was present: building a better tomorrow.

Today, I am proud to be a financial advisor and to spend my days helping clients pursue their financial goals. I aspire to be a resource and a trusted partner. I believe the best financial plans are built through genuine understanding of each client's values, concerns, and goals.

I look forward to the opportunity of partnering with you. By taking the time to understand your financial situation, your values, concerns, and vision for your future. I aim to help remove uncertainty and provide clarity. 

Outside of the office, I enjoy spending time with family, specially making memories with my nieces and nephews at the lake. You can often find me behind the barbecue grill or at a local baseball game. 

I strive to help bridge the gap between where you are today and where you want to be tomorrow. I take pride in being a part of each client’s story and look forward to helping you build a plan you can be proud of too.