Graham Bolar

Concierge Associate

Department: Concierge

Experience: Wealth management since 2025 

Education: Bachelor of Science in Business Administration at Kansas State University 

As a concierge associate, Graham reaches out to prospective clients — learning about their unique circumstances and financial and life goals and educating them about Modern Wealth Management’s Advantage Offerings. Graham schedules complimentary meetings between prospective clients and Modern Wealth’s advisors. He loves talking with people about their goals and how Modern Wealth can assist them in reaching their objectives. 

Graham joined the Modern Wealth team in September 2025. He aspires to be a financial advisor and has enjoyed learning about the wealth management industry from his colleagues early in his career. 

Prior to arriving at Modern Wealth, Graham spent two years working in management for Alterra Mountain Company, the largest privately-owned ski company in the world, in Steamboat Springs, Colorado. He oversaw the day-to-day operations of a luxury ski rental delivery service, where he worked with celebrities and corporate clients and established partnerships with local properties management groups. Graham also spent previous summers working with the Colorado Mountain Club and the City of Steamboat Springs, where he collaborated with the U.S. Forest Service and nonprofit organizations to increase access to trails in Northwest Colorado. 

The career transition to the wealth management industry also provided Graham the opportunity to move back to Kansas City and be closer to family. Graham received his Bachelor of Science in Business Administration at Kansas State University, where he majored in marketing with a minor in psychology. 

Graham spends a lot of his free time out in nature. Skiing, backpacking, cycling, fishing, and disc golf are some of his favorite outdoor activities. He also enjoys playing guitar and watching Jeopardy! Graham hopes to be a contestant on the famous game show one day. 

Let’s Talk

Schedule a Conversation Today

Click below to schedule a short conversation with our Concierge Desk.

They will work with you to understand your needs and coordinate with the right advisor for your situation.

 Schedule a Meeting

Already a client? Click here to contact us.