Recapping Our Pickleball Afternoon at Chicken N Pickle

Events
Written By Emily Petty

Wealth management conversations happen in review meetings and Discovery calls. Client relationships are built in more places than that.

Last week, our team hosted a Client Appreciation event at Chicken N Pickle Northland location. Clients joined us for an afternoon on the courts, including our CEO and Senior Wealth Manager Drew Osborne, Operations Manager Caitlin Ryser, Wealth Manager Brandy Ward, and Operations Associate Kathy Washburn.

Since 1999, Windward has worked with Kansas City families as a fee-only, fiduciary firm built on a CPA foundation. The planning matters. So does knowing the people behind it.

Check out our video below and thank you to everyone who joined us!

Keep an eye on Client Corner and your inbox for details on upcoming Windward events.

 
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