StrongBox Wealth, LLC

Charles Cooper is a CFP® with 32 years of experience in the financial services industry. He has worked at StrongBox Wealth, LLC since 2019 and previously held roles at Purshe Kaplan Sterling Investments, Inc., Wells Fargo Clearing Services, LLC, and Wells Fargo Advisors LLC. Cooper serves on the advisory committee for the Greater Kansas City Community Foundation and is a director at KC Velocity, a resource and support organization for entrepreneurs. StrongBox Wealth serves individual and high-net-worth clients, trusts, pension plans, and business entities, managing approximately $456.5 million across about 437 client relationships. The firm offers discretionary portfolio management, comprehensive wealth management, retirement plan consulting, and standalone financial planning, using a multi-method investment process and ongoing portfolio monitoring.

Jonathan Garlow is a financial advisor at StrongBox Wealth, LLC with 15 years of industry experience. He holds a Series 66 designation and has previously worked at Purshe Kaplan Sterling Investments, Inc. and Wells Fargo Advisors LLC. Outside of his advisory role, he serves as the board chair of the Lee's Summit Chamber Foundation. StrongBox Wealth serves individual and high-net-worth clients, as well as trusts, pension plans, and business entities, managing approximately $456.5 million across about 437 client relationships. The firm offers discretionary portfolio management, comprehensive wealth management, retirement plan consulting, and standalone financial planning services, using a multi-method investment process with continuous portfolio monitoring and due diligence on external managers.

Andrew Beil is a CFP® with 11 years of industry experience, currently serving as an advisor at StrongBox Wealth, LLC since 2021. Prior to joining StrongBox Wealth, he worked at Prime Capital Investment Advisors, LLC and Private Client Services, each for one year, and spent six years at American Century Investment Services, Inc. He holds a Series 63 license. StrongBox Wealth, LLC manages approximately $456.5 million across about 437 client relationships, serving individual and high-net-worth clients, trusts, pension plans, and other business entities. The firm offers discretionary portfolio management, comprehensive wealth management, retirement plan consulting, and standalone financial planning, utilizing a multi-method investment approach and a due diligence process that includes review of outside managers' holdings and leverage.

Kathy Postoak is a financial advisor with StrongBox Wealth, LLC, holding Series 63 and Series 66 credentials and bringing 27 years of industry experience. Her prior roles include positions at Wells Fargo Advisors LLC and Wells Fargo Clearing. She also serves as Director of Operations at StrongBox Wealth, focusing on client services and operations. StrongBox Wealth serves individual and high-net-worth clients, trusts, pension plans, and business entities, managing approximately $456.5 million across about 437 client relationships. The firm offers discretionary portfolio management, comprehensive wealth management, retirement plan consulting, and standalone financial planning, employing a multi-method investment process with ongoing portfolio monitoring and due diligence.