Earning your trust and confidence over time is important to me. As an Edward Jones financial advisor, I work closely with you to understand your unique financial goals: planning and living in retirement, education savings, family protection through insurance and estate considerations. Before you invest, we work together to tailor a specialized strategy that considers your comfort level with investments. We work closely with important professionals, including CPAs, attorneys and insurance specialist to develop your comprehensive strategy. As life moves forward, we refine your strategy and celebrate life's milestones, while we keep an open line of communication so that you feel confident and connected.
My work ethic grew from my Dad who worked long hours as a contractor, but his true love was farming our Southeast Missouri farm. My Mom retired after her 50th year teaching elementary school. Their hard work and dedication taught me the value of money, perseverance and putting others first. After graduating from Southeast Missouri State University, I worked many years in the food industry, managing regions for companies like Hunt-Wesson, Heinz USA and Quaker Oats. My immediate family includes David, my husband of 30 years, our two adult daughters, our new son-in-law and my 90-year-old mother. My spare time includes family time, caring for Mom, digging in the dirt as I learn to grow plants, cooking, reading and family vacations.
My honor and privilege every day is to work with families and small businesses from this area and across the USA to help them reach their financial dreams and goals through a well-thought-out process. I look forward to the opportunity to help you. I offer appointments during regular business hours and evenings for your convenience. I succeed when you succeed, so I will work hard to earn your trust and confidence for years to come.
Office Address828 W Frontier Ln
Olathe, KS 66061
Phone NumberConnie S Lohr at (913) 782-3343
|Mon||08:30AM - 05:00PM|
|Tue||08:30AM - 07:00PM|
|Wed||08:30AM - 05:00PM|
|Thu||08:30AM - 05:00PM|
|Fri||08:30AM - 03:00PM|
|Sat||By Appointment Only|
More to explore
Find your financial starting point
Planning your financial future? Our Starting Point tool can help you take the first steps.Learn More
Weekly market wrap
A summary of last week's market highlights and economic news.Learn More
Tax resources and client statements
Make informed investment and tax decisions with helpful and clear information.Learn More