FINANCIAL ADVISOR
CallSend Me a MessageBrian Sandy
CFP®, ChFC®, AAMS™, CRPC™, CRPS™
200 S.E. Douglas Ste 105, Lees Summit, MO 64063opens in a new windowFocus Areas
- Wealth Strategies
- Estate & Legacy Strategies
- Entrepreneurs & Business Owners
- Retirement Income Strategies
- Retirement Savings Strategies
Certifications
CFP®
CERTIFIED FINANCIAL PLANNER™ChFC®
Chartered Financial Consultant®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
- Denise JensenSr. Branch Office Administrator
- Vicki RossSr. Branch Office Administrator
- Alaina RomeroSr. Branch Office Administrator
Send Me a Message
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Hours
Weekday | Availability |
---|---|
Mon | 08:30AM - 04:30PM |
Mon | 08:30AM - 04:30PM |
Tue | 08:30AM - 04:30PM |
Tue | 08:30AM - 04:30PM |
Wed | 08:30AM - 03:00PM |
Wed | 08:30AM - 03:00PM |
Thu | Closed for Holiday |
Thu | Closed for Holiday |
Fri | 08:30AM - 01:00PM |
Fri | 08:30AM - 01:00PM |
Sat | Closed |
Sat | Closed |
Sun | Closed |
Sun | Closed |
Office Hours
Weekday | Availability |
---|---|
Mon | 08:30AM - 04:30PM |
Mon | 08:30AM - 04:30PM |
Tue | 08:30AM - 04:30PM |
Tue | 08:30AM - 04:30PM |
Wed | 08:30AM - 03:00PM |
Wed | 08:30AM - 03:00PM |
Thu | Closed for Holiday |
Thu | Closed for Holiday |
Fri | 08:30AM - 01:00PM |
Fri | 08:30AM - 01:00PM |
Sat | Closed |
Sat | Closed |
Sun | Closed |
Sun | Closed |
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