I am a dedicated financial advisor with over 15 years of experience in the financial and accounting services field. I will first seek to understand your personal financial goals then partner with your trusted family advisors, your CPA and attorney, to build a strategy for your family's financial and estate needs.
My background includes senior level management positions in finance and accounting. I remain current as a licensed certified public accountant, but I do not offer public accounting services.
I have earned a master's degree in business administration from the University of Missouri at Kansas City and a bachelor's degree in accounting from Missouri State University.
- Retirement Savings Strategies
- College Savings
- Portfolio Reviews
- Estate & Legacy Strategies
- Business Retirement Plans
- Retirement Income Strategies
My Personal Interests
- Coaching Sports
Office Address8651 Penrose Ln
Lenexa, KS 66219
Phone NumberBrian J Hamilton at (913) 350-5550
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