Garrett Workmon, CFP®
Wealth Manager, Partner
Garrett serves as a Partner and Wealth Manager, working directly with his clients to create and maintain a customized financial plan addressing all aspects of a healthy financial life, including investments, tax planning, risk management, retirement, employee benefits and estate planning.
Having spent his entire career in the financial services industry, Garrett offers his clients a truly comprehensive planning experience.
Garrett earned a Bachelor of Science degree in finance and a graduate certificate in personal financial planning from the University of Missouri. He also earned a graduate certificate in financial health and wellness from Texas Tech University and is a CERTIFIED FINANCIAL PLANNER<sup>®</sup> professional, as designated by the Certified Financial Planner Board of Professionals.
In his free time, Garrett enjoys listening to live music, hiking with his dog, doing yoga, golfing, playing recreational sports, seeing stand-up comedy, reading, dining at local restaurants and cheering on his hometown Kansas City Chiefs.
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