At KHC Wealth Management, we seek to help business leaders achieve their life goals. Through all stages of your life, we strive to help you with three things:
- Clarify Goals
- Create an action plan
- Take action to make life count!
We define wealth more broadly than most wealth advisory firms. Wealth consists of two forms of capital: Financial Capital and Human Capital, which is your time, talents and experience.
In the Financial Capital area, KHC provides financial planning, wealth management and investment management services through a highly personalized process. The process begins and ends with you, the client, and what you want your money to do for you. Our clients understand that money is not the objective, but a means to building the life they desire.
In the Human Capital arena, KHC’s services include executive coaching, career transition coaching and career planning. Proactively managing your career and building a successful career is integral to the growth and protection of your financial capital.
Stewart Koesten, CFP®, CIMA®
Stewart is the Chief Executive and Executive Chairman of KHC Wealth Management. He has more than 35 years of experience as a wealth management advisor.
Stewart has primary responsibility for the management of the firm as Chief Executive Officer. He is the chief compliance officer and is also responsible for establishing and retaining client relationships.
He is a 1971 graduate of Louisiana Tech University and earned his M.S. in Financial Services from the American College in Bryn Mawr, Pennsylvania in 1988.
Stewart is Past President of the Board of The Folly Theater, Past President of Jewish Family Services and serves on the board of the Jewish Community Foundation. He is a member of the board of directors of the Investment Management Consultants Association (IMCA®). Stewart serves as Chairman, Heart of America Council Boy Scouts of America Jewish Committee on Scouting.
Stewart has also influenced the development of the planning profession by his many years of active participation in the Greater Kansas City Chapter of the Financial Planning Association and belongs to the Greater Kansas City Estate Planning Society.
Matthew D. Starkey, M.S.F.S., CFP®, CAP®
Matt is President of KHC.
Matt oversees client service, operations, technology, wealth management and investment advisory services and drives KHC’s strategic agenda. Matt specializes in matters of personal finance helping business leaders and their families achieve their financial and life goals.
Matt graduated from Fort Hays State University with a B.B.A. in Finance, emphasis in Personal Financial Planning. Matt earned his M.S. in Financial Services from the American College. Matt started his career with the firm in 1997 as a Registered Investment Advisor Representative.
While at FHSU, Matt was on the National Champion Varsity Basketball team. His current professional activities include leadership with the Greater Kansas City Chapter of the Financial Planning Association.
Joni Lindquist, MBA, CFP®, CCMC
Joni is the Executive and Career Coach at KHC, assisting clients in proactively managing their careers and improving their work performance and satisfaction. She is a Certified Career Management Coach and Certified EQ (Emotional Intelligence) Career Strategist.
Joni brings over twenty-five years experience, including a decade in executive level operational and strategic positions. Previously, she was Chief Marketing Officer at the biotech firm SCD. Prior to that, she worked twenty-one years at Sprint, holding executive roles in strategic planning, marketing, sales, and product management and development.
Joni is qualified to administer the Myers-Briggs and Strong Interest Inventory® assessment tools. She is a member of the International Coach Federation, the Heartland Coaches Association, and the Society of Human Resources-KC. Joni is a board member for the Women’s Christian Association, a non-profit providing retirement living for the low-income elderly, and the Central Exchange.
She is a graduate of Bowling Green State University in Ohio with a B.S. degree in Business Administration and earned her M.B.A. from The Ohio State University.