Tray Wiltse
Tray Wiltse is a Managing Director and Wealth Advisor at Carson Wealth in Overland Park, Kansas, with nearly three decades of experience consulting high-net-worth families and entrepreneurs on complex financial strategies. His expertise spans business succession, M&A advisory, and multi-generational wealth planning, with a deep understanding of both the technical and personal elements that drive successful outcomes.
Tray’s career has been shaped by firsthand experience: he acquired his initial interest in the RIA space in 2005 and completed that succession and acquisition in 2014. Together with his partners, he grew the firm exponentially before successfully selling and partnering with Carson Wealth in 2023.
This journey gives him uncommon perspective into the opportunities and challenges of building, scaling, and transitioning a business—insight he now shares with clients and fellow advisors navigating similar paths.
His approach to business reflects his authentic personality—personalized, thoughtful, and relationship-driven. Whether you’re engaging with Tray at the office, on the course, or over a glass of wine, you can expect a good story, strategic insight, and a few clutch tips for a steady putt.