The Converse Team
Helping individuals and businesses grow through client-first financial planning, personalized wealth management, and tax-smart investment strategies.
🚨 Attention CPAs: Are your clients maximizing every retirement plan opportunity?
Join us on Tuesday, June 23, for our NASBA-approved CPE course!
We'll cover:
✅ SECURE Act 2.0 tax credits
✅ Retirement plan design strategies
✅ Contribution optimization opportunities
✅ 401(k), SEP & SIMPLE comparisons
✅ Defined benefit and cash balance plans
After the session, stick around for happy hour on our patio and connect with fellow professionals.
Reserve your spot today!
06/15/2026
Please join us in congratulating Harmony Vaga on successfully passing the Securities Industry Essentials (SIE®) Exam!
This accomplishment reflects Harmony's dedication to professional growth and her commitment to excellence in serving our clients and team. We are proud of her hard work and excited to support her continued success in the financial services industry.
Congratulations, Harmony! 🎉
Leaving early? Never heard of her.
06/11/2026
💡 Ever feel like investing is more complicated than it needs to be?
In our latest recorded webinar, Mike Converse and Adam Eilert break down the fundamentals of investing, from stocks and bonds to diversification and long term investing, in a simple and approachable way.
This webinar is perfect for beginners, young professionals, or anyone looking to strengthen their financial knowledge and gain confidence in their investment decisions.
▶️ Watch the recording now on our website or through the link in the comments.
06/10/2026
Celebrating 7 years with Adam today! 🥳 It just so happens that this year is extra special!! 🍼👶
Adam and his wife, Emmy introduced their little girl, Charlie into the world on May 15th! Congratulations to you both, we are so happy to be celebrating these milestones with you!
06/09/2026
🥳 Happy Birthday, Kevin! Enjoy your day to the fullest. 🧁
06/07/2026
🌟 Cheers to you, Chris! Wishing a year ahead filled with happiness. 🎂
06/05/2026
Make the effort today, be proud of yourself tomorrow 👍
06/04/2026
This week we partnered with W/ Young Professionals to host our From Paycheck to Portfolio seminar, welcoming more than 20 young professionals from across Wichita!
Helping our community build confidence around financial planning, investing, and long-term wealth creation is something we're passionate about.
The engagement, questions, and conversations made this event a huge success and we're already planning the next one.
Stay tuned for a recording and details on future events!
06/01/2026
Today's the day!
We're looking forward to welcoming everyone to our From Paycheck to Portfolio workshop this evening. Whether you're brand new to investing or simply looking to strengthen your understanding of the basics, this will be a relaxed and informative conversation focused on building confidence and clarity around investing.
See you soon!
Click here to claim your Sponsored Listing.
Category
Contact the business
Telephone
Website
Address
Opening Hours
| Monday | 8am - 6pm |
| Tuesday | 8am - 6pm |
| Wednesday | 8am - 6pm |
| Thursday | 8am - 6pm |
| Friday | 8am - 6pm |