Kaili Purviance is a seasoned financial services professional with over two decades of experience in retirement planning, investment advisory, and philanthropic advisory.

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.

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.