The Converse Team

The Converse Team Helping individuals and businesses grow through client-first financial planning, personalized wealth management, and tax-smart investment strategies.

This week we partnered with W/ Young Professionals to host our From Paycheck to Portfolio seminar, welcoming more than 2...
06/04/2026

This week we partnered with W/ Young Professionals to host our From Paycheck to Portfolio seminar, welcoming more than 20 young professionals from across Wichita!

Helping our community build confidence around financial planning, investing, and long-term wealth creation is something we're passionate about.

The engagement, questions, and conversations made this event a huge success and we're already planning the next one.

Stay tuned for a recording and details on future events!

Today's the day!We're looking forward to welcoming everyone to our From Paycheck to Portfolio workshop this evening. Whe...
06/01/2026

Today's the day!

We're looking forward to welcoming everyone to our From Paycheck to Portfolio workshop this evening. Whether you're brand new to investing or simply looking to strengthen your understanding of the basics, this will be a relaxed and informative conversation focused on building confidence and clarity around investing.

See you soon!

College may feel far away, but time is one of the biggest advantages when saving for education.A consistent monthly cont...
05/29/2026

College may feel far away, but time is one of the biggest advantages when saving for education.

A consistent monthly contribution, even starting small, can potentially grow into something meaningful over time through compound growth.

In this example, investing $300 per month at a hypothetical 7% annual return could grow to more than $136,000 over 18 years.

The earlier you start, the more opportunity your money has to work for you.

Want to feel more confident about investing? Join Brandon Converse and Adam Eilert on June 1st for a simple, approachabl...
05/27/2026

Want to feel more confident about investing?

Join Brandon Converse and Adam Eilert on June 1st for a simple, approachable conversation about investing fundamentals. We'll walk through the basics of stocks, bonds, diversification, and why long-term investing matters — all in a way that's easy to understand.

This event is perfect for beginners, young professionals, or anyone looking to strengthen their financial knowledge.

✅ Beginner-friendly discussion
✅ Open Q&A
✅ Relaxed, no-pressure atmosphere

Attend in person or tune in via Zoom from wherever you are!

We hope you'll join us.

Remembering with gratitude the heroes who sacrificed their lives in service to our nation. Today and every day, we honor...
05/25/2026

Remembering with gratitude the heroes who sacrificed their lives in service to our nation. Today and every day, we honor their legacy.

A budget is a great place to start but it's only one piece of the puzzle.True financial planning looks at the full pictu...
05/22/2026

A budget is a great place to start but it's only one piece of the puzzle.

True financial planning looks at the full picture: how you save, invest, protect, and plan for what's ahead. When those pieces come together, that's when real progress happens.

Do you know which retirement account works best for you? We can help you find out! 🤝
05/19/2026

Do you know which retirement account works best for you? We can help you find out! 🤝

Celebrating one year with Kevin! We're so glad to have you on our team 🤩
05/18/2026

Celebrating one year with Kevin! We're so glad to have you on our team 🤩

New to investing? Curious where to start? Join us June 1st for a simple, practical workshop designed to help you better ...
05/14/2026

New to investing? Curious where to start? Join us June 1st for a simple, practical workshop designed to help you better understand the basics of investing and build confidence in your financial future.

We'll cover stocks, bonds, diversification, risk, and long-term investing strategies in a clear and approachable way.

We look forward to seeing you there!

More moments from the 2026 Raymond James National ELEVATE Conference in Las Vegas! Great energy, insights, and connectio...
05/12/2026

More moments from the 2026 Raymond James National ELEVATE Conference in Las Vegas!

Great energy, insights, and connections for our team.

Now back in the office and focused on applying what we learned for our clients and business. 🤝✨

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Wichita, KS

Opening Hours

Monday 8am - 6pm
Tuesday 8am - 6pm
Wednesday 8am - 6pm
Thursday 8am - 6pm
Friday 8am - 6pm

Telephone

+13163150617

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