Chief Executive Officer | Wealth Advisor
Hey, I’m Bob. My title says I’m CEO of Embark Financial Partners, but that’s kind of new. Here’s how I got here: I was born & raised in the State of Washington. After graduating from the University of Washington in 1990, I was commissioned as an officer in the US Navy. The Navy took me to Florida, California, Japan for 3 years, and I finished my time in the Navy in Washington DC. In DC, I finished a graduate degree from The George Washington University, but more importantly met a law student named Heather clerking for the summer at the Department of Justice. Married her. I definitely outkicked my coverage.
Heather and I started our life together in Kansas City – Heather as a Lawyer, me as a wealth advisor. We were in KC for 9 years and were blessed with our kids Ben and Cate, some great memories, and even greater friends. In 2006, we moved to Michigan. Initially, I balanced managing a dozen advisors and continuing to work with my own clients. After 8 years, our family had the opportunity to spend a couple of years in New York City - it was a great adventure. We moved back to Michigan, and I started building a team of advisors and staff. That was the beginning of Embark Financial Partners. I enjoy being involved on different Boards in my community, traveling, reading, spending time with my family, cooking, golfing and scuba diving. Thanks for reading this; we are looking forward to meeting you!
VP of Financial Planning | CERTIFIED FINANCIAL PLANNER™ | Wealth Advisor
I’m Will, the Vice President of Financial Planning and a Wealth Advisor for Embark Financial Partners. My journey in the financial services industry began in 2012 after dedicating six years to disaster relief and development efforts throughout Africa and Haiti.
I have strived to make a positive impact on the lives of the people I have served, carrying me forward in both careers. I am a graduate of the University of Kansas and achieved the CFP designation in 2018. My family resides in Lawrence, KS with my wife Lindsey and two daughters, Charlotte and Claudia.
I was born and raised in Muskegon and am a Mona Shores Graduate. After graduation, I attended Baker College and was in the first graduating class to earn my degree in Radiologic Technology. I worked for Hackley Hospital for 10 years, helping people in the Emergency Department. In 2011, I shifted from helping people with their physical health to financial wellness. I am now a licensed financial advisor who looks forward to making an impact on people's lives through growing relationships, committed teamwork and guidance to help one pursue their individual goals.
In my free time, I enjoy being a mom to my fur baby Bruno, traveling, wine, and spending time with family and friends.
Director of Financial Planning | CERTIFIED FINANCIAL PLANNER™ | Wealth Advisor
Hey - I'm Christian. I am a Wealth Advisor at Embark Financial Partners. I have been in the financial services industry for over 3 years and working specifically in the financial planning space for approximately 2 years. In my current role at Embark, I lead the financial planning department and coordinate with both advisors and clients on a comprehensive financial planning experience. I am passionate about assisting clients pursue their financial goals through developing and implementing a wide range of planning strategies.
I grew up in Kansas City and went to college at Southwest Baptist University. After completing both my Bachelors degree in 2016 and Masters in Business Administration in 2018 from Southwest Baptist University, I launched my career in the financial services industry with Waddell & Reed. Prior to transitioning to my current role with Embark, I worked at Waddell and Reed for 2 years in a few different financial planning, operations, and service roles.
I reside in the Kansas City area with my lovely wife, Kinsey, and our Australian Shepherd, Binnington. If I am not working on a financial plan, I love to spend time with family and friends, exercise, volunteer at church, watch Chiefs football, KU basketball, and Cardinals baseball, and consume too much Kansas City BBQ.
Client Support Specialist
Client Support Specialist
I have been working in Financial Investment Services industry for the last 49 years as an Administrative Assistant & Client Support Specialist all in the clerical field.
I was born and raised in Muskegon, Michigan. I love working with clients - I’m here to help them with all their needs. If I’m not able to answer someone’s questions, I’m good at finding the person who can. My goal is to make sure everyone is satisfied with whatever I do for them.
I have a daughter Kyra LaNette, granddaughter KeAire LaRee, my friend is Curtis.
I love reading, high school football, family cookouts, going out with my girlfriends for ladies night.