Advisor profile

What you can expect when you work with me

The right financial advice can help prepare you for whatever life brings — both the expected and the unexpected.

When you work with me, you receive:
  • 1:1 financial advice based on your goals and needs.
  • Personalized recommendations for a diversified portfolio, and solutions to help protect you from uncertainty.
  • Regular meetings to review your goals, progress and investments.
  • Anytime access to your investments and digital tools to help you stay on track.

Ready to learn more? Getting started is as easy as meeting for a complimentary initial consultation whenever it’s convenient for you.

Get started
4
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Retirement Plan Distribution
  • Cash Flow Management Strategies
  • Retirement Planning Strategies
  • Consulting on potential benefits and risks of IRA rollovers

Education

  • Bachelors of Science (B.S.) in Business; Financial Services, Wright State University

Awards & recognition

  • Beyond Wealth Advisors, Forbes Best-in-State Wealth Management Teams, 2023, 2025-2026

Community participation

Interests

Kinsey Kinder is an Associate Financial Advisor and proud graduate of Wright State University.

Outside of work, Kinsey enjoys reading and exploring new places through travel, always seeking inspiration and fresh perspectives. She recently visited New York City and enjoyed exploring Broadway!

My photos

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