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The Converse Team - Meet the Team 2 Crop

MONEY DOES NOT COME WITHOUT GUIDANCE

At The Converse Team, we understand making financial and tax planning decisions can seem daunting and overwhelming. Working with our team will move the responsibility of the day-to-day management to us, giving you one less thing to worry about.

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We believe proper design in personal or business planning is the first step to achieving great things!

Company Client Services

  • Retirement Plans

  • Keyman Policies

  • Buy-Sell Agreements

  • Cafeteria Plans / Flexible Spending Accounts

  • Group Life Insurance

  • Group Benefits

Personal Financial Planning

  • Retirement Accounts

  • Tax Planning Strategies Utilizing Investment Accounts

  • Brokerage Accounts

  • Charitable Gifting

  • Investment Allocation & Risk Management

  • Estate Planning Guidance

  • Social Security& Medicare Planning Strategies

  • Insurance Services - Life Insurance, Short & Long-Term Disability and Long-Term Care

HOW CAN WE HELP?

We’d be happy to set up a time to talk and send you on the right path to achieving your goals.

RESOURCES

Click here to find recent helpful planning videos and relevant industry articles.

WEBINARS & EVENTS

Attend our informational events to learn more about retirement income strategies, wealth management and more.

YOUR ADVISORY TEAM

Mike Converse - The Converse Team - Chamber of Wichita.jpg
Brandon Converse - The Converse Team - Chamber of Wichita.jpg
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MIKE CONVERSE, CHFC  , CLU  , CRPS  , AIF
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Wealth Manager, RJFS
Licensed Insurance Agent, K&A
About Mike
Email
BRANDON CONVERSE, CRPS   , AIF   , CPFA
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®
Financial Consultant, RJFS
Licensed Insurance Agent, K&A
About Brandon
Email
ADAM EILERT
Financial Planner, RJFS
Licensed Insurance Agent, K&A
About Adam
Email
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Consulting and Financial Planning Services offered through Keating Financial Advisory Services, Inc. Keating & Associates, Keating Financial Advisory Services, Inc., and The Converse Team are not registered broker/dealers and are independent of Raymond James Financial Services. Investment Advisory Services are offered through Keating Financial Advisory Services, Inc. and Raymond James Financial Services Advisors, Inc. Securities are offered through Raymond James Financial Services, Inc. Member FINRA/SIPC.

 

Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability.

 

Links are being provided for informational purposes only. Raymond James is not affiliated with and does not endorse, authorize or sponsor any of the listed websites or their respective sponsors. Raymond James is not responsible for the content of any website or the collection or use of information regarding any website's users and/or members. Please click the links for the Privacy Notice, Legal Disclosure and Form CRS for Keating Financial Advisory Services, Inc.

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