Cole Kenney

How do I help our clients Live a Richer Life®?
Helping clients Live a Richer Life® requires looking beyond the balance sheet. To me, it’s about helping others align their financial decisions and education with their values, goals, and vision for a meaningful life.

How do I align my time and money with my values and passions to Live a Richer Life®?
To me, living a richer life means aligning my time, money, and energy with my core values: commitment, empathy, and gratitude. I find fulfillment in serving others and being present with my friends and family. I also make time for what energizes me: golfing, skiing, hiking, weightlifting, and running. By staying grounded in my values, I’m building a life of purpose, connection, and intentionality.