Kaili Purviance is a seasoned financial services professional with extensive experience in retirement planning, investment advisory, and philanthropic advisory. With over two decades in the industry, Kaili will serve as the firm’s Business Development Advisor.

In his role at Intergy Private Wealth, Kaili leads initiatives to expand the firm’s growth and strengthen strategic partnerships. His expertise in building meaningful relationships and his passion for personalized planning drive his approach, ensuring clients experience security, education and growth in their financial journeys.

Originally from Houston, Texas, Kaili received his Economics degree from the University of Texas at Austin and found his way to Colorado while pursuing personal athletic goals in Triathlon and Cycling. Kaili is a Chartered Advisor in Philanthropy and a Retirement Income Certified Professional as well as a Certified Exit Planning Advisor.

Kaili lives in Denver, Colorado with his wife, Sara, and their three children, Benjamin, Emilia and Chandler. Outside of work (and the golf course), Kaili can often be found on his kids’ school campus helping with athletics and coaching high school golf and basketball.