As an Edward Jones financial advisor, I believe it's important to invest my time to understand your financial goals before you invest your money. By working closely with you, your CPA, attorney and other professionals, I can help determine the most appropriate financial strategy for you and your family. I welcome the opportunity to assist you with your retirement savings strategy.
I began my Edward Jones financial advisor career in 2002 in Overland Park. Prior to joining Edward Jones, I worked in public accounting and focused on tax reporting for individuals, estates and small businesses. I also worked for Sprint for five years in the areas of finance and corporate accounting. This work experience provided me with the skills to provide financial management for individuals and business owners.
I earned a bachelor's degree in business administration and accounting and an MBA from the University of Kansas. In addition, I hold the AAMS® and CFP® professional designations.
My wife, Beth, and I have been married for over 20 years. We have three very active children, two daughters and a son. Our family enjoys traveling and the children's activities.
One of the most rewarding aspects of being a financial advisor is helping my clients achieve their financial goals. With more than 17 years of experience in the financial industry, I am equipped and look forward to assisting you in determining a comprehensive strategy.
- Retirement Savings Strategies
- Retirement Income Strategies
- Entrepreneurs & Business Owners
- Business Retirement Plans
- College Savings
- Portfolio Reviews
My Personal Interests
- Spending Time with Family
- News & Media
Phone NumberChad A Barrick at (913) 642-9194
|Mon||Closed for Holiday|
|Tue||08:30AM - 05:00PM|
|Wed||08:30AM - 05:00PM|
|Thu||08:30AM - 05:00PM|
|Fri||08:30AM - 03:00PM|
|Sat||By Appointment Only|
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