With twenty years of dedicated experience as a financial advisor with Edward Jones, I place the utmost importance on our clients and their goals. My primary aim is to help individual investors develop an investment strategy geared toward their unique, short- and long-term financial goals. Whether you need to save for a child’s college education, reduce taxes or plan for retirement, we can help.
Your dedicated team also includes Teresa Couch and Liz Engel, who have a combined 24 years' experience and are committed to providing you with the highest level of service possible. We encourage you to contact them anytime with questions as they are always happy to help.
I earned a bachelor’s degree in finance (with a minor in economics) from Kansas State University in Manhattan, KS. In addition, I earned the professional designation Accredited Asset Management Specialist™ (AAMS®) designation* in 2004. I have lived in Shawnee, KS with my wife, Becky, and three children since 1998.
As an Edward Jones financial advisor, I believe it’s important to invest my time understanding what goals you are working toward before offering solutions. It's also important that I discern the level of risk you are comfortable accepting when investing, so we can balance your risk with the steps necessary to reach your goals.
We look forward to meeting you and learning more about your financial objectives, challenges and opportunities. Working closely with you as well as your CPA, attorney and other professionals, we can help determine the most appropriate financial strategy for you and your family.
Please contact our office to schedule an appointment to review your unique needs and learn how we can assist.
*The College for Financial Planning awards the AAMS® designation to individuals who successfully complete a 12-module professional education program, pass a final examination, commit to its code of ethics and agree to pursue continuing education.
Office Address5361 Roberts St
Shawnee, KS 66226 opens in a new window
Phone NumberJason W Haney at (913) 441-9431
|Mon||08:30AM - 05:00PM|
|Tue||08:30AM - 05:00PM|
|Wed||08:30AM - 05:00PM|
|Thu||08:30AM - 05:00PM|
|Fri||08:30AM - 03:00PM|
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