Be Wealth has announced that Chris Giroux is joining the firm as a Financial Advisor and VP of Investment Services. This new partnership combines 60-plus years of experience in the financial investment and planning world.
Based in Salina, Giroux previously held the position of Area Sales Leader with Waddell and Reed and was instrumental on the Waddell and Reed advisor acclimation team during the transition to LPL Financial. Additionally, through corporate positions held, Giroux has been a main resource and supporter for advisors throughout the Midwest.
“Welcoming Chris Giroux is an opportunity to round out our investment strategy team and continue growth toward being recognized as the leading financial planning team in central Kansas,” said Brandon Ebert, partner.
Since 2003, Be Wealth has provided financial and wealth management services to clients around the nation. With a focus on accepting clients whose goals align with the Be Wealth approach, the firm has grown to oversee approximately $267 million in advisory, and $108 million in brokerage and retirement plan assets.
“We focus on evaluating whether clients are on pace for retirement, have their estate plan in place, and are planning for the things that are important to them,” said Kevin Quinley, partner.
“Be Wealth’s professionalism, sound strategies, and the high level of service they provide made it clear we share the same philosophies when caring for the needs of our clients,” said Giroux. Their mission is to be there every step of the way for their clients. Be Wealth has growth plans to add additional advisors and professional staff to enable those associated with Be Wealth to expand their footprint within the State of Kansas over the next three to five years.