My career at Edward Jones started back in 2008, approximately three years after graduating from Wichita State University. I was a swim coach in college and, through my coaching experience, was introduced to Edward Jones.
My team and I are passionate about serving clients to impact not just their immediate situation, but to ultimately impact future generations. We believe in a comprehensive approach to help clients meet their short- and long-term goals and dreams.
We enjoy partnering with clients that are serious about their financial future, and follow an established process to tailor investment strategies that meet each client's uniquely defined objectives. I am proud to partner with Edward Jones and believe that our partnership enables us to keep our clients' interests first.
Our team consists of two incredibly talented individuals, Genevieve Coleman and Stacy Trapp.
Genevieve started with Edward Jones in Dodge City in 2001. After partnering with a few other financial advisors, she joined our team in 2011. Genevieve has three children and just recently had her first granddaughter.
Stacy Trapp originally joined Edward Jones in Goddard in 2007, and after a short time away, joined our team in 2015. Stacy is married to Andrew and they have two children.
I obtained the CFP® designation from the Certified Financial Planner Board of Standards Inc. in 2011, allowing me to take a broader, more comprehensive approach for our clients. I truly enjoy the relationships I've built over the years and look forward to future partnerships.
I was married three weeks prior to joining Edward Jones to my beautiful wife, Katy. We have two handsome young boys, Jackson and Noah. We both grew up in the Wichita area and love calling Kansas home. We love spending time at the lake and entertaining friends and making memories.
If you're interested in having our team partner with you, please contact our office to set up an initial consultation.
My Personal Interests
- Spending Time with Family
- Home Improvement
Office Address624 N Mulberry Rd
Derby, KS 67037 opens in a new window
Phone NumberAriel J Lee at (316) 788-2165
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