Kaz began his career in the financial services industry in 2016. He graduated from Missouri State University with a Bachelor of Science in Personal Financial Planning. He holds the FINRA Series 66 License and is a CERTIFIED FINANCIAL PLANNER™ professional. He enjoys working with individuals and families to address their comprehensive financial planning needs. He feels that it is critical to stay up to date with the fast paced and evolving financial services industry. He believes that he is able to accomplish this through participating in third party continuing education courses and fully utilizing the education programs provided by Mercer Advisors for their Wealth Management teams. Kaz is from the Southwest Missouri area and enjoys the lake, camping, and sporting events with his wife, daughter, and son.