Kai joined HB Wealth in March 2026 as a Senior Advisory Associate. In his role, he provides technical support to Wealth and Senior Wealth Advisors, acting as the key internal liaison to their advisory team to help ensure the successful delivery of agreed-upon client service standards for an assigned set of client relationships.
Prior to joining HB Wealth, Kai worked at Verdence Capital Advisors in their Multi-Family Office, where he provided day-to-day service to an assigned group of UHNW client accounts.
Kai attended Towson University for his undergraduate degree and the University of Georgia for his master’s degree. He also holds a Chartered Retirement Planning Counselor (CRPC®) certificate.
In his spare time, Kai enjoys going to the gym, playing golf, and snowboarding with friends and family.