Brian Sandy, Financial Advisor located in Lees Summit, MO

Financial Advisor
Brian Sandy

MS, CFP®, AAMS®, CRPC™, CRPS™
200 S.E. Douglas Ste 105, Lees Summit, MO 64063opens in a new window
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Focus Areas

  • Wealth Strategies
  • Estate & Legacy Strategies
  • Entrepreneurs & Business Owners
  • Retirement Income Strategies
  • Retirement Savings Strategies

Financial Advisor Certifications

  • CFP®

    CERTIFIED FINANCIAL PLANNER®

  • AAMS®

    Accredited Asset Management Specialist™

  • CRPC™

    Chartered Retirement Planning Counselor™

  • CRPS™

    Chartered Retirement Plans Specialist™

Personal Interests

  • Spending Time with Family
  • Traveling
  • Health & Nutrition
  • Personal Fitness
  • Camping

Team Members

  • Andrea O'Camb
    Associate Financial Advisor
    AAMS®
  • Abigail Mishler
    Sr. Branch Office Administrator
  • Faith Kent
    Branch Office Administrator

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:30AM - 04:30PM
Tue 08:30AM - 04:30PM
Wed 08:30AM - 04:30PM
Thu 08:30AM - 04:30PM
Fri 08:00AM - 03:00PM
Sat Closed
Sun Closed

Additional Hours

  • Web Conferencing

Phone

(816) 272-5650

Fax

(888) 368-2618

Office Address

200 S.E. Douglas Ste 105
Lees Summit, MO 64063opens in a new window

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