Retirement Management Professionals

Team of Experts

Experience counts. And it makes all the difference in retirement. Put our team of smarty pants to work for you.

Robo-advisor, shmobo-advisor.

We are real financial advisors with decades of experience in retirement planning and 401k management. Unfortunately, the longer you go without getting advice you need, the less time you have to get it right. And getting the right advice can make all the difference in retirement.

Prefer to talk to a human? Meet our (extraordinary) humans...

Chris C.

  • Wall Street Whistle Blower
  • Penny Preacher
  • Family Maniac

Grew up in Olathe, KS and graduated from the University of Kansas.

Financial Advisor since 1995 and obtained CERTIFIED FINANCIAL PLANNER certification in 2009.

Co-Founder of blooom in 2013, current CEO.

Best finance advice he's received:
Only buy a house that you can afford on a 15-year mortgage payment.

Brandi R.

  • Nerf Gun Sniper
  • Weekend Kayaker
  • History Buff

Grew up in St. Louis, MO and graduated from the Baker University.

Started in the financial industry in 2018.

At blooom since 2015, current Client Services Professional/Manager.

Best finance advice she's received:
Sign up for blooom and.... When trying to pay off debt, start with the lower balance debts, that way mentally you can see some progress and it motivates you to keep making progress.

Andrew T.

  • LaCroix Connoisseur
  • Girl Dad of 2
  • KC Sports Super-Fan

Grew up in Kansas City and went to Emporia State University in Kansas and Radboud University in the Netherlands.

Started in the financial industry in 2010.

At blooom since 2015, current Director of Client Advisory Services.

Best finance advice he's received:
Always pay yourself first. In terms of your monthly spending/cash flow, think of saving as one of your top essential "expenses" and make sure that regular contributions to your savings and investments are automated, rather than a conscious decision each time you get paid.

Zach D.

  • Long Distance Canoer
  • Girl Dad of 3
  • Avid Golfer

Grew up in the Kansas City area and Houston, TX. Graduated from the Xavier University in Cincinnati, OH then continued on to earn his MBA at the University of Kansas.

Started in the financial industry in 2018.

Financial Advisor at blooom since 2018.

Best finance advice he's received:
Don't just delegate, take responsibility. The intent is that personal finance is just that, personal - we can get help with things, but the buck stops with me as the person. It is my account, my savings, my credit card, etc. While I can get help on those things, I'm the one that actually makes the decision.

Laura W.

  • Nature Lover
  • Caring Counselor
  • World Traveler

From Topeka, KS and graduated from the University of Kansas.

Worked with low income and homeless individuals in various capacities for 6 years, including as a financial coach.

At blooom since 2018, current Client Service Professional/Financial Advisor.

Best finance advice she's received:
One of my favorites is, "Spend your money where you spend your time."

Shannon D.

  • Rule Follower
  • Shameless Carpool Singer
  • Cool Suburban Mom

Grew up in St. Louis, MO and graduated from the University of Missouri-Columbia.

Started in the financial industry in 1996.

At blooom since 2015, current Chief Compliance Officer and Director of Operations.

Best finance advice she's received:
Spend less than you make; pay yourself first through your retirement contributions (thank you, Grandpa!).

Chrissy E.

  • Addicted to Travel
  • Bleeds Queso
  • Family Fanatic

Grew up in Stilwell, Kansas and graduated from the University of Kansas.

At blooom since 2018, current Client Services Professional.

Best finance advice she's received:
When you get a raise, put the additional amount in savings. You lived off of that salary before the raise, so keep doing that and saving the rest.

Chad B.

  • Beer Enthusiast
  • Certified Rescue Diver
  • Globe Trotter

Grew up in Missouri, Ohio, California, Nebraska and Kansas City. Went to MidAmerica Nazarene University and Kansas State University.

25 years of experience in Client Services. Director of Client Happiness at blooom since 2016.

Best finance advice he's received:
My dad coached me when I got my first big boy job to get into the retirement account, bump it up 1% each year, and never stop saving. Because of his sage advice I'm going to be retiring on my terms at age of 50. Thanks Dad!!

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