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Client Service Update

Celebrating 20 Years and a Lifetime of Advice

On Friday, March 3, 2017, KHC Wealth Management celebrated 20 years of business.  In February 1997, Stewart and Joy Koesten opened KHC to provide comprehensive financial planning services to corporate executives, attorneys, and their families. 

Now Executive Chairman, Stewart Koesten’s career as a financial adviser began in 1974 when he was an insurance agent with Lincoln National Life.  Stewart developed a specialty for estate tax planning and in 1983 left the insurance industry to start practicing as a fee-only financial planner.  He went on to earn his Chartered Life Underwriter (CLU) designation, the Chartered Financial Consultant (ChFC) designation and completed his Master’s degree in Financial Services.  Stewart joined Creative Planning, Inc. and its sister corporation Hokanson, Lehman & Stevens as senior financial planner.  In 1992, he was made a Principal of both firms and was elected director of both corporations shortly afterward.  Also in 1992, Stewart passed the licensing exam and became a Certified Financial Planner™ professional and in 1998 launched the firm Executive Agents, Inc (EAI).  “The guiding philosophy for the firm is ‘Making Life Count!®’ - helping clients lead the life they want,” says Koesten.  “We are constantly striving to help clients pursue their dreams, live their passions, and achieve their goals throughout their life.  Our goal has never been to be the biggest firm, rather we work to be great at what we do and enjoy the deep relationships we build with our clients. We partner with our clients as they navigate life’s transitions.”

Matthew Starkey, President of KHC, joined the firm in 1997 as an Investment Adviser Representative.  He earned his Bachelor of Science degree in Finance with a specialty in personal financial planning from Fort Hays University and a Master’s degree in financial services from The American College.  “At KHC, we define wealth more broadly than most wealth advisory firms.  For many people, the income generated from their career is the foundation of their financial wealth,” says Starkey. 

In 2007, the firm changed its name to KHC Wealth Management to better reflect the company’s business.  “By adding career planning services in 2007, we help our clients not just with their money, but career and life planning as well.  Today, in seeking to help business leaders and attorneys achieve their life goals, we focus on three things: clarifying goals, creating an action plan with our clients, and helping them take action to make life count. This process has been reviewed over many years, and we still feel it is the most effective for the clients we serve,”says Starkey. He oversees client service, operations, technology, wealth management and investment advisory services and drives KHC’s strategic agenda.