I am a seasoned financial advisor dedicated to helping families plan for and feel confident in their financial future. My clients and I partner together to navigate through all the rough waters that life has to offer, adapting and reacting to keep us on track to reach your financial goals. My career has become much more than just a job, but rather a passion of improving family lives here in my community.
Raised here in Excelsior Springs, I've always enjoyed the small town feeling of warmth and friendliness. Following high school, I went on to graduate from Missouri Western State University with a bachelor of science degree in business administration and marketing. I have obtained my series 66 and 7 license, along with my life insurance license.
I am currently engaged to my beautiful fiancée, Hailey. We have a wonderful, charming 2-year-old daughter, Lyla, who has changed our lives for the better.
As an Edward Jones advisor I believe it is important to invest not only my time but your time to understand what your goals are for your financial future. I will work with you in a way that is easy to understand, so you feel confident your money is working just as hard as you do in everyday life.
Our local office team made up of not only myself, but Janeen Danner and Jamie Sykes, who combined over 30 years experience in providing a personalized experience every call or visit. Our focus will never be on the amount of transactions we conduct, but the value we add in your life. This is about helping families build better financial futures and legacies.
- Retirement Savings Strategies
- Retirement Income Strategies
- New Investors
- Insurance & Annuities
- Estate & Legacy Strategies
- College Savings
My Personal Interests
- Spending Time with Family
- Vintage Cars
Phone NumberJeremy Stone at (816) 630-9674
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