When I began my career with Edward Jones in 1998 here in Olathe, my priority was to build a business that helped clients reach their financial goals. We best serve those clients who are interested in establishing financial goals and investing to achieve those objectives for themselves and their families.
I continue to be inspired to serve our clients by the results they achieve. My greatest satisfaction comes when our clients are able to retire comfortably, send their children and grandchildren to college or leave a legacy to their family or favorite charity.
Our clients experience our established process of creating and documenting their goals while annually reviewing their progress throughout their lifetime. Clients can expect at least annual discussions of risk tolerance, goals, performance results and fees. They also experience face-to-face personal interactions with myself and Cheryl Lauer, my branch office administrator, in order for us to help serve their needs.
I was raised on a farm south of Gardner, KS and graduated from Rockhurst University in Kansas City, MO. Upon graduation, I spent two years working in the financial services industry at Investors Fiduciary Trust Company and followed that with seven years in an unrelated industry. At that time, I knew I wanted to get back in the financial services industry and help people save and invest. Edward Jones was a growing firm and wanted to add a new branch in our home community of Olathe.
My wife, Wendy, and I have three children who have graduated from Olathe Northwest High School. In my spare time, I enjoy watching their games and events along with Royals, Chiefs, Jayhawk and Sporting KC games. I also enjoy hiking and trips to the mountains to ski. I also am proud to serve our community as a member of the Olathe Rotary Club.
- Retirement Savings Strategies
- Retirement Income Strategies
- Estate & Legacy Strategies
- Charitable Giving
Office Address13551 S Murlen
Olathe, KS 66062 opens in a new window
Phone NumberDavid Andrew at (913) 782-1044
|Mon||08:00AM - 05:00PM|
|Tue||08:00AM - 05:00PM|
|Wed||08:00AM - 05:00PM|
|Thu||08:00AM - 05:00PM|
|Fri||08:00AM - 03:00PM|
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