Our team seeks to fully understand your priorities and your specific goals. We have an established process to create tailored solutions that help you achieve those goals.
In doing so, we develop long-term relationships and seek to become your personal financial advisor who provides wealth and well-being coaching for life. We help our clients by first organizing their wealth, then building their wealth, protecting their wealth and ultimately transferring their wealth. We also work to create strategic partnerships with your accountant, attorney and other professionals as appropriate to keep your best interest top of mind.
Before Edward Jones, I graduated from the University of Kansas with a bachelor's degree in finance and an emphasis in entrepreneurship. While at KU, I met my wife, Kim, who also studied finance. Kim and I have two daughters, Kennedy and Calynn. In April 2021 we welcomed our son, Cohen. In our spare time, we like to travel, exercise and spend time with friends and family.
Amber Young joined our team in 2010 as branch office administrator. She and her husband, Josh, have two sons: Donovan and Jace. Baby boy number three will be joining the family in September 2021. Outside of the office, her family likes to cheer for the boys' sports teams, travel to different baseball stadiums, complete DIY projects and stay connected with friends and family.
In December 2018, we added Dia Montgomery to our team. Dia has been a branch office administrator with Edward Jones since 2017. She and her husband, John, have three grown children: William, Ben and Madeline. They stay busy visiting them in three different states, doing volunteer work, traveling and spending time with family and friends.
My team focuses on serving the financial needs of individual investors with serious long-term goals. We have built our business by serving our clients as we would want to be served, a simple idea that still makes sense in today's complex marketplace.
- Portfolio Reviews
- Retirement Savings Strategies
- College Savings
- Estate & Legacy Strategies
- Wealth Strategies
- Intergenerational Planning
My Personal Interests
- Spending Time with Family
- Active Lifestyle
Office Address15660 W 135th St
Olathe, KS 66062
Phone NumberChris Carr at (913) 829-6346
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